UK Equities: Where Next?
by Ben Russon, Franklin Templeton Investments Many investors had underestimated the strength of the UK economy, and derated…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
On My Mind: The Long and Winding Road…
by Sonal Desai, Ph.D., Franklin Templeton Investments Investor attention is now focused on the immediate challenge that central…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Whilst there was no real change to overall…
Global Plays on Inflation for 2022
by Dina Ting, CFA, Franklin Templeton Investments In this first of a series of country-specific perspectives, we offer…
Quick Thoughts: On Central Banks and Volatility
by Stephen H. Dover, CFA, Franklin Templeton Investments This material is intended to be of general interest only…
Quick Thoughts: On the US Markets and Volatility
by Stephen H. Dover, CFA, Franklin Templeton Investments This material is intended to be of general interest only…
High Yield in View: An Update on Autos and Semiconductors
by Aleck Beach, CFA, Franklin Templeton Investments Author Aleck Beach, CFA Research Analyst Franklin Templeton Fixed Income By…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw markets whipsaw from day-to-day as…
The Fed: Walking a Tightrope in 2022
by Gene Podkaminer, CFA, Head of Research, Franklin Templeton Investment Solutions, & Melissa Mayorga, Senior Research Analyst, Franklin…
Quick Thoughts: The Inflation Debate
by Stephen H. Dover, CFA, Franklin Templeton Investments Disagreements about the outlook for inflation in the new year…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw a rough ride for most…
Global ETF 2022 Outlook: Growth Streak Looks Likely to Continue
by Jason Xavier, Franklin Templeton Investments Capital Markets 2022 Predictions Over the last two years, I have begun…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest On a week where there was little change…
Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
by Jeffrey Schulze, CFA, Franklin Templeton Investments Transcript Interviewer: Jeff, let’s start with the Recession Risk Dashboard, which…
Notes from the Trading Desk – Will the Rotation Continue?
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest There were some notable moves in equity markets…
