International value investing makes a comeback
by Katrina S. Dudley, CFA, Investment Strategist, Portfolio Manager, Franklin Mutual Series Mandana Hormozi, Portfolio Manager, Research Analyst,…
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...
Alternative Allocations: The growth and diversification of secondaries
by Tony Davidow, CIMAÂŽ, Senior Alternatives Investment Strategist, Franklin Templeton Institute Secondary funds, commonly referred to as secondaries…
Alts Angle: Disruption creates opportunities
by Tony Davidow, CIMAÂŽ, Senior Alternatives Investment Strategist, Franklin Templeton Institute The collapse of Silicon Valley Bank will…
On My Mind: Debt ceiling to marketsâIâll be back!
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income The debt ceiling crisis has been avertedâbut…
Tumultuous times: Understanding the macroeconomic landscape
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income & Patrick Klein, Ph.D., Portfolio Manager, Franklin…
Quick Thoughts: Preparing for a pause
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton There is a…
On My Mind: The Fed fights inflation, the markets fight the Fed
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income Markets want to believe policy interest rates…
Fed pause wonât save the day
by Tom Nelson, CFA, Head of Asset Allocation Portfolio Solutions, Franklin Templeton Solutions, & Miles Sampson, CFA, Senior…
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…
