Quick Thoughts: China’s New Regulatory Cycle
by Stephen H. Dover, CFA, Franklin Templeton Investments China is in the midst of a tightening regulatory cycle…
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...
Delta: Companies Rethink Their Return to Office Projections
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were higher last week, with each…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were higher last week, with each…
Quick Thoughts: Are You Pricing in Water Risk?
by Stephen H. Dover, CFA, Franklin Templeton Investments This material is intended to be of general interest only…
The Certainty of Change: Evolution of Investor Access to China
by Dina Ting, CFA, Franklin Templeton Investments The unpredictable nature of politics and government action within individual countries…
All Eyes on Powell: Any hints towards tapering?
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities traded weaker overall last week with…
PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity
by Jeffrey Schulze, CFA, Franklin Templeton Investments Listen to our latest “Talking Markets” podcast. A transcript follows. Transcript…
On My Mind: Just a Flesh Wound?
by Sonal Desai, Ph.D., Franklin Templeton Investments US Consumer Price Index (CPI) inflation jumped to a new high…
On My Mind – Inflation: Nothing to see here. Really?
by Sonal Desai, Ph.D., Franklin Templeton Investments US Consumer Price Index (CPI) inflation jumped to a new high…
Quick Thoughts: Think Quantum with Cybersecurity
by Stephen H. Dover, CFA, Franklin Templeton Investments Our Chief Market Strategist Stephen Dover explores how quantum computers…
Quick Thoughts: Financial and Infrastructure Cybersecurity
by Stephen H. Dover, CFA, Franklin Templeton Investments Cyberattacks are projected to exceed US$6 trillion in 2021, with…
K2 Advisors: Focusing on Alpha Generating Non-Directional Strategies
by Robert Christian, Franklin Templeton Investments Q3 2021 Outlook: Summary With society and economies in transition, investors must…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week saw global equity markets largely unchanged,…
Sonal Desai: Something Has to Give
by Sonal Desai, Ph.D., Franklin Templeton Investments There are differing opinions for why US Treasury yields have suddenly…