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.
The next decade will see an urgent and widespread boom in investments in innovation across all economic sectors, according to Stephen Dover and Kim Catechis of the Franklin Templeton Investment Institute. They say this technology wave will be experienced in both private and public sectors, and in every facet of investment portfolios for years to come.
Robust engagement with company management can be key in sparking catalysts that unlock shareholder value and potentially lead to better returns over the longer term, according to Franklin Mutual Series Environmental, Social and Governance (ESG) Ambassador Tim Rankin.
When it comes to questions about inflation, growth, and the impacts of vaccination rates on global economies, many of us are asking: what’s next? Our Head of the Franklin Templeton Investment Institute, Stephen Dover, and five economists from Franklin Templeton’s specialist investment teams discuss the current environment and how it shapes their views on the path forward.
“Deep Water Waves” represent the powerful long-term forces that face investors, fundamentally altering the economic, political, and public policy foundations for asset prices.
While it’s tempting to focus on passing market storms, Franklin Templeton Investment Institute explores these forces that look to shape the future of our world—and the investment landscape.
Franklin Templeton’s 2021 US Retirement Income Strategies and Expectations survey revealed financial-related concerns across generations of Americans including health care, inadequate savings, and debt management—and the need for a personalized approach to retirement planning.
This year’s annual economic policy symposium in Jackson Hole opens the six months that will likely define the legacy of the Powell Fed’s first term.
Ed Perks, CIO of Franklin Templeton Investment Solutions, outlines what factors should likely support economic growth, how he views inflation, why US equities remain attractive, and where income-seeking investors should look for potential opportunities.
Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention.
China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility.
The unpredictable nature of politics and government action within individual countries can make a case for disaggregating international exposure, according to our Dina Ting.
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 blockchain and digital assets through an equity-investor lens with Anthony Hardy and Christophe Vande Walle.
The Fed now acknowledges inflation risks are to the upside.
As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long?
Emerging market (EM) economies are not what they used to be.
Commodities prices have been moving higher this spring amid rising demand and rising inflation expectations globally as economies emerge from the pandemic.
Rising housing prices often reflect a country’s economic growth and health.
As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started.
Franklin Mutual Series’ Director of Research Grace Hoefig sits down with us to explain how value investing involves more than just computing ratios, and why the answer to the age-old question “growth or value” should be “yes.”
As the US recovery gains momentum, Franklin Equity Group’s Grant Bowers explains why pent-up consumer demand should present a fertile environment for stocks and highlights some opportunities he sees in the US equity market.
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.
