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Moneyball: The Art of Analysis in ETF Trading and Liquidity

What does baseball have in common with exchange-traded funds (ETFs)?

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Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like.

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K2 Hedge Fund Strategy Outlook: Second Quarter 2022

The Russian invasion of Ukraine has added pressure to the inflationary cycle that began in late 2020.

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Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession?

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Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself?

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Fed Pivot Becomes Fed Prayer

The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task.

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Gold, Inflation and Geopolitical Tensions

Many investors see gold as a sort of haven in times of turmoil, and prices have surged amid Russia’s invasion of Ukraine.

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On My Mind: The Fed Takes the Red Pill

The Fed struck a hawkish tone at its latest meeting, but Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes it still underestimates how far rates will likely need to rise—and so do the markets.

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The Uncharted Greenspace in Small-Cap ESG

Lead Portfolio Manager Steve Raineri and ESG Lead John Chow of the Franklin Small-Cap Value Team within Franklin Mutual Series discuss small company ESG investing, why it presents an opportunity and how ESG analysis helps investors become better stewards of client capital.

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As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

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Quick Thoughts: Energy Prices: Over the Barrel

Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future.

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Clearing the Inbox: ETFs that Hold Only Russian Equities

Exchange-Traded Funds (ETFs) holding only Russian equities have had creations suspended and trading halted since the war in Ukraine commenced.

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Energy Markets in View

Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.

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The Supply-Chain Storm: Planes, Cranes, and Automobiles

Supply-chain issues are often cited in the current debate about inflation—and aren’t going away as quickly as consumers and businesses would like. Our Franklin Templeton Investment Solutions team explores how supply chains became stuck, whether they will loosen up in 2022, and the implications for multi-asset investors.

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Where Are the Workers?

As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.