Ozempic canāt help your overweight in big tech: Global ETF diversification ideas for 2024
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs, & Marcus Weyerer, CFA, Senior…
December 27, 2023
Quick Thoughts: Five surprises for 2024
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute As we near the end…
December 26, 2023
On My Mind: Miracle on 20th Street
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Markets cheered a ādovishā December Federal Reserve meeting,…
December 19, 2023
Get (real) assets
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Mutual Series sees an increasing number of investment opportunities…
December 17, 2023
Global value stocks offer potential stability in a more uncertain 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks are poised to deliver solid returns…
December 13, 2023
Mid-cap stock diversification for the market environment ahead
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs The mid-cap universe offers compelling…
December 12, 2023
Evolution & Revolution: The future of investment and wealth management
by Sandy Kaul, Head of Digital Asset & Industry Advisory Services, Franklin Templeton Franklin Templeton recently hosted its…
November 12, 2023
On My Mind: The Fed and marketsāSame as it ever was
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income A dovish nudge in the Federal Reserveās (Fedās)…
November 7, 2023
Quick Thoughts: Should we fear the rapid rise of interest rates?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Term premiums have…
October 19, 2023
Where to add risk in multi-asset portfolios right now
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Management, Miles Sampson, CFA, Lead Asset Class Analyst, Spencer…
September 28, 2023
On My Mind: Restrictive? Weāll know it when we see it.
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Fed sent a strong signal that interest…
September 25, 2023
Copilot, not autopilot: How generative AI augments, but doesnāt replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
September 15, 2023
Quick Thoughts: Investment IdeasāBuilding portfolios during economic uncertainty
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, & Tony Davidow, CIMAĀ®, Senior…
September 10, 2023
Quick Thoughts: Quiet shifts in corporate debt may explain this yearās big economic surprise
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton The resilience of…
September 1, 2023