Why Bank Loans Look Attractive in Todayās Market
by Reema Agarwal, CFA, Franklin Templeton Investments Except for a brief pause around the COVID-19 Omicron variant discovery,…
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...
K2 Hedge-Fund Strategy Outlook: First Quarter 2022
by Robert Christian, Franklin Templeton Investments First Quarter (Q1) 2022 Outlook: Summary As we commence 2022, the prospect…
PODCAST: A Tale of Two Real Estate Markets: US and China
by Stephen H. Dover, CFA, Franklin Templeton Investments . Hear more in our latest āTalking Marketsā podcast. Transcript…
The Supply-Chain Storm: Planes, Cranes, and Automobiles
by Gene Podkaminer, CFA, Franklin Templeton Investments Overview and Key Points Consumer behaviour has shifted following the COVID-19…
Where Are the Workers?
by Gene Podkaminer, CFA, Franklin Templeton Investments by Franklin Templeton Investment Solutions Where Are We Now? In order…
Notes from the Trading Desk ā A āwarning shotā on inflation
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was a busy one for markets…
Quick Thoughts: What Our Managers Think: Positioning Portfolios for 2022
by Stephen H. Dover, CFA, Franklin Templeton Investments Stephen Dover, Head of the Franklin Templeton Investment Institute, recently…
On My Mind: Fed and Inflation: You Canāt Always Get What You Want
by Sonal Desai, Ph.D., Franklin Templeton Investments I used to live in London in an earlier phase of…
Notes from the Trading Desk ā Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week, equity markets shrugged off concerns over…
On My Mind: Inflation: Donāt You (Forget About Me)
by Sonal Desai, Ph.D., Franklin Templeton Investments The Federal Reserve (Fed) finally acknowledged that high inflation is not…
Notes from the Trading Desk ā Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week equity markets remained volatile as investors…
Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments Moderate inflation can be good,…
Muni Impact of US Infrastructure Bill Could Prove Longer Term
by Jennifer Johnston, Franklin Templeton Investments This material is intended to be of general interest only and should…
Notes from the Trading Desk ā Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Markets were expected to be quiet last week…
UK Equities: Attractive Relative Valuations, Despite Relatively Unattractive Macro Signals
by Ben Russon, Franklin Templeton Investments Inflation, energy prices, interest rates, wage pressure, supply chains, COVID-19 third waveāthere…
