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: Midterms and markets
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton While a…
On my mind: A different kind of pivot
by Sonal Desai, Ph.D., Head of Fixed Income, Franklin Templeton Investments Markets hoped for a dovish Federal Reserve…
Anatomy of a recessionāFocusing on the Fed
In our latest āTalking Marketsā podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their āAnatomy…
Quick thoughts: Arugula is the new popcornāa conversation on food innovation
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Feeding a growing…
Quick thoughts: Why the US dollar matters
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Why is the…
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Spencer Walling, CFA, Research Associate, Franklin…
On my mind: Staying on message
by Sonal Desai, Ph.D., Head of Fixed Income, Franklin Templeton Investments The Fed delivered another 75 bps rate…
Think locally, invest globally
by Franklin Mutual Series Desk, Franklin Templeton Fund Companies outside the United States provide many of the products…
On my mind: The Fedādo you hear me now?
by Sonal Desai, Ph.D., Head of Fixed Income, Franklin Templeton Investments Fed Chairman Powell delivered a forceful and…
Inflation hedges: Fact and fantasy
by Gene Podkaminer, CFA, Head of Research Franklin Templeton Investment Solutions & Chris Ratkovsky, CFA, Senior Research Analyst,…
Quality microcaps can weather the current storm
by Oliver H. Wong, CFA, Portfolio Manager, Research Analyst, Franklin Mutual Series Mutual Seriesā Oliver Wong believes high-quality…