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…
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...
On My Mind: The Fed and marketsâSame as it ever was
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income A dovish nudge in the Federal Reserveâs (Fedâs)…
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? Weâll 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 doesnât replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
Quick Thoughts: Investment IdeasâBuilding portfolios during economic uncertainty
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, & Tony Davidow, CIMAÂŽ, Senior…
Quick Thoughts: Quiet shifts in corporate debt may explain this yearâs big economic surprise
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton The resilience of…
On My Mind: The structural shift that wasnât
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Markets seem to be coming around to our…
Donât miss the return opportunity in fixed income
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Given the current…
Three value equity themes for the end of 2023
by Christian Correa, Chief Investment Officer, Franklin Mutual Series Christian Correa, Chief Investment Officer of Franklin Mutual Series,…
Running of the bulls
by Tom Nelson, CFA, & Miles Sampson, CFA, Senior Research Analyst, Franklin Templeton Investment Solutions Equity markets have…
Cautiously optimistic on commodities
by Fred Fromm, Portfolio Manager, Franklin Equity Group While caution in some areas of the commodities space may…
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
Alternative Allocations: Opportunities in commercial real estate
by Tony Davidow, CIMAÂŽ, Senior Alternatives Investment Strategist, Franklin Templeton Institute While the financial media has focused on…
