Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.
To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.
Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape.
Banking turmoil continues to rattle the global markets and investor confidence.
Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.
Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.
Why did Silicon Valley Bank fail?
Here’s an update on the latest news involving Silicon Valley Bank and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable?
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.
“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.
Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West.
Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.
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.
What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more?
If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends?
In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty.
Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.
The Franklin Templeton Institute hosted the Global Investor Forum last week in New York featuring internal and external speakers with expertise across economics, history, foreign policy, sustainability and investment management.
Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff.
The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like.
Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession?
Are the reserve banks too slow in tackling inflation? Will inflation level off by itself?
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.
Head of the Franklin Templeton Investment Institute, Stephen Dover, recently hosted a sustainable investing roundtable.
We recently hosted a special edition of our “What Our Managers Think” panel discussion to address the current situation in Ukraine.
Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, recently shared his thoughts around the situation in Ukraine and the implications for the global economy and capital markets.
Stephen Dover shares insights on investing in fixed income in a rising-rate environment with Walter Kilcullen, Head of US High Yield for Western Asset Management, and Reema Agarwal, Head of Floating Rate Debt for Franklin Templeton Fixed Income.
Stephen Dover, Head of the Franklin Templeton Investment Institute, recently sat down with colleagues Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Mark Lindbloom, Portfolio Manager for Western Asset, to discuss recent US market volatility.
Disagreements about the outlook for inflation in the new year and beyond continue.
Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has impacted real estate markets in the United States and China.
Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed growth, inflation, interest rates, and valuation...
While “growth” and “value” have typically been seen as distinct styles, that type of thinking continues to evolve, according to our investment professionals.
Investors need a more flexible, opportunistic approach to investing, given the current low interest rate environment with the likelihood of interest rates rising over the next few years, according to Stephen Dover, Head of Franklin Templeton Investment Institute. He opines on inflation, debt, and changing economic sweet spots.
Successful international investing includes measuring financial risks and rewards caused by events in an affected country. Stephen Dover, Head of Franklin Templeton Investment Institute, discusses how macroeconomic and political research complemented by environmental, social and governance (ESG) research provides investors additional prisms to view a country’s financials, impacts on climate change, and geopolitical risk.
Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry.
When diversification is a core principle for successful investing, what stops women from offering their talents in finance and investment careers?
China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility.
Our Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this.
Our Chief Market Strategist Stephen Dover explores how quantum computers will soon unlock and slice through infrastructure and financial systems’ public key cryptography.
Our Chief Market Strategist Stephen Dover explores blockchain and digital assets through an equity-investor lens with Anthony Hardy and Christophe Vande Walle.
Sir John Templeton famously said that “this time is different” are the four most dangerous words for investors.
Emerging market (EM) economies are not what they used to be.
Rising housing prices often reflect a country’s economic growth and health.
Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Equity Group and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions.
Our recent investing in innovation roundtable confirmed that investing in innovation requires intuitive and fundamental knowledge.
The American Jobs Plan is not only the biggest traditional infrastructure proposal in over 50 years, but if approved, it will also fund significant investments in human and environmental infrastructure.
Entrepreneurial women’s lack of access to venture capital (VC) is one of the oldest stories in the world. How do we change herstory and empower women entrepreneurs and founders?
From cloud computing and automation to self-driving cars, technology continues to be one of the world’s hottest sectors. Our Chief Market Strategist Stephen Dover and Portfolio Managers Donald Huber and John Remmert believe active investing in technology and innovation is a global story, and government support and spending in next-generation technologies is likely a long-term positive.
Our Chief Market Strategist Stephen Dover believes cryptocurrency (crypto) is evolving into its next cycle of innovation. As an integral foundation for an alternative financial and internet ecosystem, crypto’s disruptions, opportunities, risks, and long-term implications are worth watching.