Commentary

A Story About the Drongo, the Meerkat and Debt Markets

A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa.

Commentary

March Inflation—Yet Another Reason to Delay Easing

March U.S. consumer prices rose faster than expected. The reacceleration in supercore inflation suggests the strong inflation readings at the start of the year may not have been mere blips.

Commentary

Alternative Allocations: Evaluating Alternatives

In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.

Commentary

Japan Ends Its Negative Interest Rate Policy

After many years of low and negative interest rates, the Bank of Japan has changed course, creating opportunities for Japanese investors and implications for global markets. Templeton Global Investments outlines the positives and the risks.

Commentary

Do Elections Matter for Markets?

The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.

Commentary

Fed Chair Powell—I Still Haven’t Found What I’m Looking For…

Franklin Templeton Fixed Income CIO Sonal Desai believes that the Fed's March policy meeting was not as dovish as some commentators and market participants have claimed, and that the Fed is still pragmatic and cautious about inflation and rate cuts.

Commentary

The Fed—Steady as She Goes

Thoughts on the US monetary policy path ahead from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello.

Commentary

Alternative Allocations: Private Equity—Secondaries Anyone?

In recent years, private equity fundraising surged, yet exits slowed drastically in 2022, prompting institutional investors to rebalance portfolios through increased secondaries activity. Franklin Templeton Institute’s Senior Strategist Tony Davidow explains.

Commentary

ETF Trends To Watch in 2024: Bitcoin’s Impact on Alternatives and Thematics

With a laser focus on the future, David Mann, our Head of Global Exchange-Traded Funds (ETFs) Product and Capital Markets, shares his 2024 outlook for the ETF industry and the key trends he sees taking shape.

Commentary

Kicking the Can Down the Road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

Commentary

Consider This: 2024 Elections

Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.

Commentary

US Economy: Ending 2023 on an Unexpected High

US gross domestic product surprised to the upside in the fourth quarter of 2023, primarily led by US consumers and the government. Franklin Fixed Income Economist Nikhil Mohan sees the growth mix remaining largely the same in 2024.

Commentary

2024 Municipal Bond Market Outlook: Increased Optimism for the Year Ahead

A year of significant monetary policy tightening is coming to a close, making Franklin Templeton Fixed Income optimistic about muni bonds in the year ahead. Get the team’s 2024 muni-bond outlook.

Commentary

Us Equity Outlook: Opportunities for Active Management

If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.

Commentary

Year in Review: 2023 ETF Predictions Report Card

What were the big ETF trends of 2023? David Mann, Global Head of ETF Product & Capital Markets, reviews some of his predictions for this year—and how they panned out.