Flash Insights: March inflationâYet another reason to delay easing
by Nikhil Mohan, Economist, Franklin Fixed Income March US consumer prices rose faster than expected. The reacceleration in…
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...
On My Mind: Fed Chair PowellâI still havenât found what Iâm looking forâŚ
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
A vote for value stocks in 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series, Franklin Templeton Investments At Mutual Series, we do…
Revitalized Japanese stock market fuels investor optimism
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs, Franklin Templeton ETFs EMEA Promising…
Franklin Templeton Fixed Income Macro Views: Just a little patience
by Sonal Desai, Ph.D., Chief Investment Officer, Angelo Formiggini, Nikhil Mohan, Rini Sen, Franklin Templeton Fixed Income Franklin…
Income opportunities in an evolving investment landscape
by Ed Perks, CIO, Franklin Income Investors The investment landscape continues to evolve as the Federal Reserve responds…
Quick Thoughts: Demographics are not destiny
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Kim Cahtechis, Investment Strategist, Franklin Templeton Institute More…
Alternative Allocations: Evaluating and allocating to alternatives
by Tony Davidow, CIMAÂŽ, Senior Alternatives Investment Strategist, Franklin Templeton Institute Franklin Templetonâs Tony Davidow sits down with…
On My Mind: Productivity boomânew dawn or false dawn?
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Franklin Fixed Income CIO Sonal Desai discusses why…
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
US economy: Ending 2023 on an unexpected high
by Nikhil Mohan, Economist, Franklin Fixed Income, Franklin Templeton US gross domestic product surprised to the upside in…
Unwrapping the good things that come in small (cap) packages
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs The surge in small-cap stock…
On My Mind: Catch me if you canâMarkets outrun the Fed
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Federal Reserve has fueled market conviction that…
US equity outlook: Opportunities for active management
by Grant Bowers, Portfolio Manager, Franklin Equity Group If 2023 was the year of the âMagnificent Seven,â 2024…
Ozempic canât 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…
