The rerating horserace
by Amit Dholakia, Franklin Mutual Series, Franklin Templeton Investments Amit Dholakia of Franklin Mutual Series explains why some…
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...
Quick Thoughts: Investment Ideas—Getting 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 lower—eventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMA®, 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…
Flash Insights: March inflation—Yet another reason to delay easing
by Nikhil Mohan, Economist, Franklin Fixed Income March US consumer prices rose faster than expected. The reacceleration in…
On My Mind: Fed Chair Powell—I still haven’t found what I’m looking for…
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, CIMA®, Senior Alternatives Investment Strategist, Franklin Templeton Institute Franklin Templeton’s Tony Davidow sits down with…
On My Mind: Productivity boom—new 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…
