Commentary

Don’t Call This a Flash Crash!

US market structure was back in the news recently with several stocks experiencing irregular price movements on the morning of January 24.

Commentary

US Budget Season Implications for the Muni Market

A slowdown in US economic activity this year is likely to impact most states, which could face budget deficits, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bonds.

Commentary

Mid-Cap ETFs’ Moment

Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.

Commentary

US Retirement Legislation and Regulation Bulletin: Fourth Quarter 2022

We believe it is important to keep you informed on the latest proposals and regulations impacting the retirement industry, as well as implications to your business.

Commentary

Alternative Investments: The Case for Real Estate

Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group.

Commentary

One Small Step Forward —One Giant Leap Away From Deflation in Japan

Templeton Global Equity Group weighs in on inflation’s emergence in Japan, recent monetary policy shifts, and the implications for investors.

Commentary

What to Watch in 2023

Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.

Commentary

Harnessing The Power Of Duration

Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets.

Commentary

Read, Write, Own—How Web3 Can Restore Trust in Markets and Society

“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.

Commentary

The Value of Dividends in Any Season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

Commentary

The US Prioritizes Climate Change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

Commentary

Midterms and Markets

While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover.

Commentary

The Search for Hidden Opportunities

What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more?

Commentary

A Different Kind of Pivot

Markets hoped for a dovish Federal Reserve “pivot,” but got a hawkish surprise instead.

Commentary

UK Vs. US Pensions: The Risks of Derivatives-Led LDI Approach

It is unlikely that US corporate defined benefit (DB) pensions will have to face liquidity issues like those UK DB pensions recently witnessed, primarily because of their different approach to valuing liabilities, varying use of derivatives/leverage, and therefore a different investment style of liability-driven investing (LDI), according to Franklin Templeton Fixed Income’s Tom Meyers.