On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
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...
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Value stocks and the duality of markets in 2025
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks were strong in late 2024, and…
Diversifying for income in today’s markets
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Although the US economy remains resilient, labor…
Global ETF trends to watch in 2025
by Jason Xavier, Head of EMEA & Asia ETF Capital Markets, Franklin Templeton Jason Xavier, Head of EMEA…
Four reasons dividends matter now
by Matt Quinlan, Portfolio Manager, Franklin Equity Group With interest rates moving lower and meaningful economic and geopolitical…
A stimulative environment for midcaps
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton With a soft landing in sight,…
The rise of rentership: What this global real estate shift means for investors
by Daniel Scher, Portfolio Manager, Research Analyst, Franklin Equity Group & Blair Schmicker, CFA, Vice President, Research Analyst,…
On My Mind: For a few rate cuts more
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Recent data releases continue to point to…
Quick Thoughts: China acts—how will markets react?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute China’s central bank and financial…
On My Mind: The first cut is the deepest
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Where does the Fed go next after…
Quality small caps can offer a smoother climb
by Steven Raineri, Lead Portfolio Manager, Franklin Mutual Series Small-cap stocks took a rollercoaster ride this summer, but…
Quick Thoughts: US employment insights and implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Fed Chair Jerome Powell’s latest…
Quick Thoughts: Much ado about nothing?
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Global financial markets experienced significant…
