Anatomy of a Recession Update: Economyās health holds steady
by Jeffrey Schulze, CFA, Head of Economic and Market Strategy, ClearBridge Investments Jeff Schulze of ClearBridge Investments joins…
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...
Is high US equity-market concentration a reason to turn defensive?
by Wylie Tollette, CIO, and Team, Franklin Templeton Investment Solutions Franklin Templeton Investment Solutions examines whether equity market…
Uncovering income opportunities
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors nflation is cooling but the journey to…
Mexicoās post-election potential and investment opportunities
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton Given Mexicoās vast potential and President-elect…
Alternative Allocations: The growth and evolution of alternative investments
by Tony Davidow, CIMAĀ®, Senior Alternatives Investment Strategist, Franklin Templeton Institute Franklin Templeton Instituteās Tony Davidow sits down…
Global value stocksāThe compelling case at midyear
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments There are reasons for optimism…
Quick Thoughts: Rate cuts will comeāeventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
On my mind: (r)-stargazing
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
On My Mind: The twin roots of rising rates
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
Harvesting opportunities: Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income InvestorsĀ Despite the US Federal Reserveās cautious stance…
The rerating horserace
by Amit Dholakia, Franklin Mutual Series, Franklin Templeton Investments Amit Dholakia of Franklin Mutual Series explains why some…
Quick Thoughts: Investment IdeasāGetting cash off the sidelines
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Is it time to move…
Quick Thoughts: Fed hawks will fly lowerāeventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMAĀ®, Senior…
Evolving Fed expectations and asset-allocation implications
by Wylie Tollette, CFA, Chief Investment Officer, Franklin Templeton Investment Solutions, Miles Sampson, CFA, Lead Asset Class Analyst,…
Stephen Dover: Checking the CIO pulse
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, Franklin Templeton So far this…
