Fed pause wonât save the day
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Solutions, Franklin Templeton Solutions, & Miles Sampson, CFA, Senior…
May 7, 2023
Is Japan in Bloom?
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs Japanâs business and government leaders…
May 3, 2023
The Fedâquantitative tightening or quantitative easing?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Can the Fed…
April 24, 2023
Anatomy of a Recession: The lagged effects of rate hikes have started
A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most…
April 13, 2023
Three weeks on, what did we learn from the banking crisis?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Implications of…
April 10, 2023
Valuations or earnings: Which is most important for equity returns in 2023?
by Franklin Templeton Investment Solutions Team The Franklin Templeton Investment Solutions team examines the earnings outlook for 2023,…
April 4, 2023
On My Mind: Donât bank on it
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income Financial markets seem to have returned to…
March 23, 2023
Alternative investments outlook post-SVB
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Silicon Valley…
March 22, 2023
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Banking turmoil…
March 21, 2023
A multi-asset perspective on recent bank turmoil: Donât lose sight of the macro story
by Wylie Tollette, Ian Westley, Melissa Mayorga, Miles Sampson of Franklin Templeton Franklin Templeton Investment Solutions explores the…
March 20, 2023
Quick Thoughts: Banks and the butterfly effectâthe global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
March 16, 2023
Dimensions & Insights: The US$1.7 trillion economic bloc that many miss
by Regina Curry, Chief Diversity Officer, Franklin Templeton Filling consumersâ needs can bridge communities with entrepreneurs and companies,…
March 1, 2023
Is normal really what we want?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Tighter monetary policy…
February 22, 2023
International stocks due for a comeback?
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Following the 25 basis-point (bp) increase that…
February 15, 2023