Fed pause wonât save the day
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Solutions, Franklin Templeton Solutions, & Miles Sampson, 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...
Is Japan in Bloom?
by Dina Ting, CFA, Head of Global Index Portfolio Management, Franklin Templeton ETFs Japanâs business and government leaders…
The Fedâquantitative tightening or quantitative easing?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Can the Fed…
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…
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…
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,…
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…
Alternative investments outlook post-SVB
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Silicon Valley…
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…
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…
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…
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,…
Is normal really what we want?
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Tighter monetary policy…
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…
Anatomy of a Recession: The Fedâs job problem
by Jeffrey Schulze, CFA, Investment Strategist, ClearBridge Investments A review of the US economy with focus on the…
