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?
Markets hoped for a dovish Federal Reserve “pivot,” but got a hawkish surprise instead.
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.
Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.
On August 16th, President Joe Biden signed the Inflation Reduction Act into law, ending months of uncertainty over whether congressional Democrats would ever reach agreement on a compromise budget reconciliation bill.
In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.
The municipal bond market has not been immune to bouts of volatility hitting the markets this year, but there are still pockets of opportunity, according to Franklin Templeton Fixed Income’s Director of Municipal Bonds, Ben Barber.
Federal Reserve Chairman Powell delivered another forceful message to markets that an early pivot back to rate cuts will not happen until inflation is under control.
Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.
Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.
Franklin Mutual Series explains how global investing may provide a path to better returns.
Fed Chairman Powell delivered a forceful and unequivocal message today at Jackson Hole, pushing back against market expectations of an early pivot back to rate cuts.
David Mann, Head of Global Exchange Traded Funds Capital Markets, takes this quiet end-of-summer opportunity to pre-empt any of the typical ETF investor concerns that can pop up during busier times.
Equity markets have clearly taken notice of rising inflation—and not in a good way.
Mutual Series’ Oliver Wong believes high-quality microcaps house hidden benefits, despite the extreme market declines seen in the first half of the year.
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
What do sports cards have in common with exchange-traded funds?
Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine.
Templeton Global Equity Group explores the legacy of Abenomics, the emergence of inflation in Japan, and finding value opportunities there.
With National 529 Day last month and graduation season underway, the cost of education is at the top of many people’s minds.
Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.
Credit market volatility this year has been extreme.
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.
Selling an exchange-traded fund (ETF) should be just as easy as buying one, irrespective of the fund’s size or volume.
Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amid a rising interest rate environment and deceleration in growth.
The US Treasury yield curve momentarily inverted.
Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.
For US states, spring marks budget season, a time to check the ledger board and allocate funds to entities and projects within the state—or cut back where needed.
Head of the Franklin Templeton Investment Institute, Stephen Dover, recently hosted a sustainable investing roundtable.
Russia’s invasion of Ukraine has ramifications for global inflation and growth, according to Franklin Templeton Fixed Income.
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.
Russia has invaded Ukraine.
With many mutual funds converting into exchange-traded funds (ETFs), the combination of ETF trading and net asset value is garnering more attention.
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.
With inflation running at multi-decade highs, major central banks get ready to tighten monetary policy.
Franklin Templeton’s second edition of our “Voice of the American Worker” survey revealed that US workers are re-evaluating how they think about their jobs and what they expect from employers.
When considering portfolio allocation, it’s important to keep in mind the wide dispersion of returns among economies.
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.
The intricacies and knock-on effects of the COVID-19 pandemic on the semiconductor and automotive industries continue to present interesting dynamics for investors to navigate.
The US Federal Reserve is walking a tightrope—if it acts too quickly it risks hampering growth and market volatility, but if it acts too slowly it risks spiraling price increases.
Disagreements about the outlook for inflation in the new year and beyond continue.
With January being a month for prognostications, David Mann, our Head of Global Exchange-Traded Funds (ETFs) Capital Markets, shares his annual outlook for the ETF industry and key trends he sees taking shape in 2022.
With both the pandemic and inflation proving longer lasting than many had anticipated, what does that mean for central bank policy in the months ahead?
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.
While the new US infrastructure investment bill didn’t have any initiatives directly targeting the municipal bond market, there are still implications for munis in the longer term, according to our Municipal Bond Director of Research Jennifer Johnston. She explains the ramifications for investors in the space.
The global pandemic has further highlighted the importance of environmental, social and governance (ESG) factors in investing. With the 2021 United Nations Climate Change Conference coming up in November, it is an opportune time to focus on ESG—particularly the “E”—and the roles of policymakers, asset managers and end investors.
Is inflation truly transitory? Will central banks start to tighten the policy reins? Will earnings continue to boost equity valuations? Heading into year end, the K2 Advisors team ponders these and other questions in its fourth quarter (Q4) hedge-fund strategy outlook.