Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments
by Christian Correa, CFA, Franklin Templeton Investments Moderate inflation can be good, especially for some value stocks. Yet,…
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...
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities closed roughly flat overall last week;…
Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?
by Stephen H. Dover, CFA, Franklin Templeton Investments While “growth” and “value” have typically been seen as distinct…
PODCAST: High Time for High Yield?
by Bill Zox, Franklin Templeton Investments Transcript Host: Hello and welcome to Talking Markets: exclusive and unique insights…
Japan: A New Quiver of Arrows?
by Gene Podkaminer, CFA, Franklin Templeton Investments Author Gene Podkaminer, CFA Head of Research Franklin Templeton Investment Solutions…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Equity markets paused for breath last week as…
Quick Thoughts: Inflation, Debt, and Changing Economic Sweet Spots
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Investment Institute, Franklin Templeton Investments…
Quick Thoughts: Inflation, Debt, and Changing Economic Sweet Spots
by Stephen H. Dover, CFA, Franklin Templeton Investments This material is intended to be of general interest only…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities closed last week higher overall, with…
Macro Perspectives: Mounting Variables Globally
by Stephen H. Dover, CFA, Franklin Templeton Investments Listen to our latest “Talking Markets” Podcast. Transcript Stephen Dover:…
Quick Thoughts: The Connection Between Climate Change and Geopolitics
by Stephen H. Dover, CFA, Franklin Templeton Investments Successful international investing includes measuring financial risks and rewards caused…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest It was another strong week for global equities…
On My Mind: To Work, or Not to Work
by Sonal Desai, Ph.D., Franklin Templeton Investments Of all recent economic trends, sluggish employment growth is perhaps the…
Thinking Holistically About ESG
by Serena Perin Vinton, CFA, Franklin Templeton Investments In this excerpt from our latest “Global Investment Outlook,” Franklin…
Notes from the Trading Desk: "High inflation readings are likely to be temporary"
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were back near record highs last…
