On My Mind: Modern Magical Thinking
by Sonal Desai, Ph.D. Sonal Desai, Ph.D. Executive Vice President Chief Investment Officer, Franklin Templeton Fixed Income 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...
Three Technology Titans Reshaping Retail
by Stephen Dover, Executive Vice President, Head of Equities, Franklin Templeton Investments Powerful retailing disruptors are reshaping expectations…
Volatile Markets: Are High-Frequency Traders to Blame?
by Stephen Dover, Executive Vice President, Head of Equities, Franklin Templeton Investments • A look at what’s driving…
The Real Risk in Today’s Global Markets
by Michael Hasenstab, Ph.D., Executive Vice President, Chief Investment Officer, Templeton Global Macro While some observers might worry…
What Really Stood Out at the 2019 US Consumer Electronics Show
by James Cross, Chris O'Donnell, Robert Stevenson, Ryan Biggs, Franklin Equity Group In early January, Franklin Equity Group’s…
Making Sense of Recent Market Action
On this episode, three of Franklin Templeton’s senior investment leaders, Stephen Dover, Sonal Desai, and Ed Perks, break…
A Hard Brexit Would Remove Uncertainty for Markets
by David Zahn, Head of European Fixed Income, Franklin Templeton Fixed Income Group Two and a half years…
What Will a US Government Shutdown Mean for Investors?
US members of Congress are finding themselves at a stand-off over the creation of a border wall between…
Risk On, Risk Off, or Risk Uncertain?
While big market swings can be unsettling to many investors, there are a number of alternative investment strategies…
A Dovish Fed Rate Hike
The US Federal Reserve raised interest rates for the fourth time this year, but with critics starting to…
What We Think is Causing Recent Equity Market Volatility
In the past few months, equity investors have had to cope with something they hadn’t experienced for a…
Distortion, Divergence and Diversification: 2019 Global Investment Outlook
Volatility has plagued equity markets globally in 2018—most notably emerging markets and US equity markets. As the US…
Finding Value among Stretched US Valuations, Market Dislocations
In recent years, US market strength has lifted markets globally, despite recent bouts of market volatility. According to…
US Equity Market: Are Things as Good as They’ll Get?
The US equity market’s ascent paused in October as investors digested rising rates, slowing global growth and the…
August Economic Perspective: Strong US Economy Showing Few Signs of Trade Concerns
by Christopher J. Molumphy, CFA, et al., Franklin Templeton Investments In this Issue: Strong US Economy Showing Few…
