Section
Spotlight
173 posts
How Vulnerable is the Stock Market?
How vulnerable is the stock market? And, if it is vulnerable, what could cause a correction?
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Central bankers leave key questions unaddressed
Last week brought arguably the most important event in the monetary policy calendar, as central bankers and economists from around the world converged on Jackson Hole, Wyoming, for the Kansas City Fed’s annual economic policy symposium.
Global Economic Perspective: August (Franklin Templeton)
In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group takes a look at recent US economic data, and increased skepticism among many market participants about whether the Federal Reserve will implement another increase in interest rates before the end of the year.
