Commentary

Springtime for Japanese stocks

The Japanese economy and stock market are turning a corner after decades of disappointment. Mutual Series believes finding the companies that are truly embracing reform could prove crucial in uncovering and unlocking tremendous value over the next few years.

Commentary

Bank of Japan—a “Watchful” Adjustment

The Bank of Japan raised interest rates for the first time since 2007 and has eliminated the yield curve control framework. Franklin Templeton Fixed Income Economist Rini Sen expects the bulk of further tightening will likely come in 2025 as BoJ seeks to reach a sustainable 2% inflation target by end of fiscal year 2025.

Commentary

A Vote for Value Stocks in 2024

At Mutual Series, we do not believe the packed and contentious 2024 global election season will upend the major long-term trends around supply-chain links, energy security and defense—all of which can further support certain value stocks.

Commentary

Food for Thought: February CPI Continues To Prove Stubborn

Stubborn core and supercore inflation will mean that the Fed will want some more evidence that their preferred measures of inflation are moving sustainably lower according to Nikhil Mohan, Franklin Fixed Income economist.

Commentary

Measuring Bitcoin ETF Liquidity Through the 2024-25 Detroit Lions

Trading volumes for spot bitcoin ETFs have been the talk of the industry. David Mann, our Head of Global ETF Product and Capital Markets, offers his take on how best to evaluate the liquidity of these ETFs via his favorite NFL team.

Commentary

Challenges and Opportunities Within Commercial Real Estate

Franklin Templeton’s Tony Davidow discusses the challenges and opportunities within commercial real estate with Jeb Belford of Clarion Partners.

Commentary

Soft Landing Chances Rise

In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022.

Commentary

Franklin Templeton Fixed Income Macro Views: Just a Little Patience

While central banks in the United States and eurozone are gauging when to embark on monetary easing, the Bank of Japan will likely hike in April. All three will continue to monitor wages (and their impact on services inflation) and the balance of risks to economic growth.

Commentary

Income Opportunities in an Evolving Investment Landscape

Ed Perks, Chief Investment Officer of Franklin Income Investors, explores the impact of these changes on the fixed income and equity markets and offers insights regarding opportunities in different asset classes.

Commentary

Great Expectations: Aligning on Workplace Benefits

The 2024 survey found US workers are prioritizing higher compensation and the ability to save more for retirement. At the same time, employers’ perceptions of what workers are seeking has diverged. In this piece, our Jacque Reardon shares findings from the survey and potential implications for employers.

Commentary

Revitalized Japanese Stock Market Fuels Investor Optimism

Dina Ting, Head of Global Index Portfolio Management for Franklin Templeton Exchange-Traded Funds, delves into these positive developments and sheds light on Japan’s expanding economic prospects.

Commentary

AI-Powered Metaverse Applications Propelled Tech Stocks in 2023

Marcus Weyerer, Senior ETF Investment Strategist, EMEA, for Franklin Templeton ETFs, delves into the industrial and consumer applications of the metaverse, the role of AI in enhancing these experiences, and the significant growth potential and investment opportunities this virtual world holds.

Commentary

An Opportunity for REITs To Shine in 2024

The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy. Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate.

Commentary

Consider This: Canals Are Becoming Chokepoints

The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.

Commentary

Demographics Are Not Destiny

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.