Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?
by Frederick Fromm, CFA, Franklin Templeton Investments Rapidly rising energy costs have been making headlines this month after…
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...
Quick Thoughts: Debating the Next Moves for Inflation, Growth, and Rates
by Stephen H. Dover, CFA, Franklin Templeton Investments Rising inflation globally raises the question of whether inflation is…
Exchange-Traded Funds: Back to the Basics on Liquidity
by Jason Xavier, Franklin Templeton Investments Fall is traditionally back to school season, and in that spirit, Jason…
K2 Hedge Fund Strategy Outlook: Fourth Quarter 2021
by Brooks Ritchey, Franklin Templeton Investments Q4 2021 Outlook: Summary As we move into the fourth quarter (Q4),…
PODCAST: Anatomy of a Recession: Looking Ahead to 2022
by Jeffrey Schulze, CFA, Franklin Templeton Investments Transcript Interviewer: Jeff, let’s start with the dashboard, which gives us…
Meet the Manager: Sara Araghi
by Sara Araghi, CFA, Franklin Templeton Investments Q: Tell us a bit about yourself and your background. A:…
Potential Longer-Term Effects from Current Economic and Investment Challenges
by Kim Catechis, Franklin Templeton Investments Listen to our latest “Talking Markets” podcast to hear more. Transcript Kim…
Quick Thoughts: Diving into Debt, MMT, and Their Deep Water Waves
by Stephen H. Dover, CFA, Franklin Templeton Investments After the first global pandemic in a century, growing pressures…
Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
by Gene Podkaminer, CFA, Franklin Templeton Investments China has seen rapid urbanization; as of 2020, 61% of its…
Are We at the Inflection Point of Climate Change Investing?
by Yu (Ben) Meng, Ph.D., Franklin Templeton Investments Received wisdom in financial markets is being challenged by rising…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was again volatile for equity markets,…
Quick Thoughts: Innovation Builds Deep Water Technology Waves
by Stephen H. Dover, CFA, Franklin Templeton Investments he next decade will see an urgent and widespread boom…
The Value of Being Actively and Constructively Engaged
by Tim Rankin, CFA, Franklin Templeton Investments Some activist investors may take to the airwaves in highly public…
Greener Post-Election Germany Likely, but Limited Fixed Income Impact
by David Zahn, CFA, FRM, Franklin Templeton Investments Author David Zahn, CFA, FRM Head of European Fixed Income,…
Coalition Politics: Compromise is Key to Funding Germany’s Future
by Matthias Hoppe, Franklin Templeton Investments The Social Democratic Party (SPD) won the largest share of votes in…
