Ozempic canāt 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…
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: 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 ādovishā December Federal Reserve meeting,…
Global ETF trends to watch in 2024
by Jason Xavier, Head of EMEA ETF Capital Markets, Franklin TempletonĀ 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 marketsāSame as it ever was
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income A dovish nudge in the Federal Reserveās (Fedās)…
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…
On My Mind: Restrictive? Weāll know it when we see it.
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Fed sent a strong signal that interest…
Copilot, not autopilot: How generative AI augments, but doesnāt replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
Quick Thoughts: Investment IdeasāBuilding portfolios during economic uncertainty
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, & Tony Davidow, CIMAĀ®, Senior…
Quick Thoughts: Quiet shifts in corporate debt may explain this yearās big economic surprise
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton The resilience of…
