Commentary

Crisis in Concrete: Navigating the Ripple Effects of Commercial Real Estate on Municipal Bonds

Declining commercial real estate valuations will not likely lead to a wave of defaults among muni issuers, according to Franklin Templeton Fixed Income’s municipal bond team.

Commentary

Alternative Allocations: The Growth and Diversification of Secondaries

Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow.

White Paper

Private credit: Opportunities in today’s market environment

Given the challenges presented by today's market environment, private credit can be a valuable and versatile tool in sourcing incremental growth and income, dampening portfolio volatility, and hedging the corrosive impact of inflation. Read this paper for an in-depth look at the types of private credit, potential benefits and how to access them.

Commentary

The Tapestry of Debt and What We Need To Do To Unravel It

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Commentary

On My Mind: The Fed Fights Inflation, the Markets Fight the Fed

Markets want to believe policy interest rates will soon fall—but inflation and growth data tell a very different story, argues Franklin Templeton Fixed Income CIO Sonal Desai.

Commentary

Is Japan springing into bloom?

Japan’s business and government leaders have undertaken efforts to revitalize the country’s economy. Dina Ting, Franklin Templeton ETFs’ Head of Global Index Portfolio Management, discusses some of these positive developments.

Commentary

Will 2023 Be a Good Vintage Year for Private Markets?

It is not yet clear when or if we’ll have a recession in 2023— but it has certainly been a challenging market environment, and with dislocation comes opportunity.

White Paper

The Cost of Being Too Liquid

There's a potential illiquidity premium - the excess return received for tying up capital for an extended period of time - for allocating capital to private equity, private credit and private real estate markets that have historically delivered a substantial illiquidity premium relative to their public market equivalents.

Learn how you can help clients determine the appropriate percentage to allocate to private markets by developing an "illiquidity bucket" that can also help instill a long-term disciplined approach to investing.

Commentary

From A Deep Dive Into The Banking Sector

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute.

Commentary

Banking, Inflation, and the Fed: Where Do We Go From Here?

Banking turmoil continues to rattle the global markets and investor confidence.

Commentary

A Multi-Asset Perspective on Recent Bank Turmoil: Don’t Lose Sight of the Macro Story

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Commentary

European Banking Sector—Taking Stock After Silicon Valley Bank and Credit Suisse

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.

Commentary

Banks and the Butterfly Effect—the Global Ramifications

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.

Commentary

Making Sense of SVB, a Unique Bank with a Classic Problem

Why did Silicon Valley Bank fail?

Commentary

Silicon Valley Bank Failure Ripples Through the Market

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.