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…
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...
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 can—Markets 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 “Magnificent Seven,” 2024…
Ozempic can’t 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…
Quick Thoughts: Five surprises for 2024
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute As we near the end…
On My Mind: Miracle on 20th Street
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Markets cheered a “dovish” December Federal Reserve meeting,…
Global ETF trends to watch in 2024
by Jason Xavier, Head of EMEA ETF Capital Markets, Franklin Templeton Active fixed income ETFs, emerging markets, and…
Get (real) assets
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Mutual Series sees an increasing number of investment opportunities…
Global value stocks offer potential stability in a more uncertain 2024
by Christian Correa, CFA, Chief Investment Officer, Franklin Mutual Series Value stocks are poised to deliver solid returns…
Mid-cap stock diversification for the market environment ahead
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs The mid-cap universe offers compelling…
Evolution & Revolution: The future of investment and wealth management
by Sandy Kaul, Head of Digital Asset & Industry Advisory Services, Franklin Templeton Franklin Templeton recently hosted its…
On My Mind: The Fed and markets—Same as it ever was
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income A dovish nudge in the Federal Reserve’s (Fed’s)…
Quick Thoughts: Should we fear the rapid rise of interest rates?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Term premiums have…
Where to add risk in multi-asset portfolios right now
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Management, Miles Sampson, CFA, Lead Asset Class Analyst, Spencer…
