Commentary

Communications Breakdown: The Great Subscriber Shuffle

In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.

Commentary

The Fed Capitulates

The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth.

Commentary

The Future of Food is Technology

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.

Commentary

Making The Case for Municipal Bonds Despite Recent Volatility

The first half of the year has so far been challenging for investors in municipal bonds.

Commentary

Quick Thoughts: Global Investor Forum 2022

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.

Commentary

On My Mind: Overdue Reality Check for Fed and Markets Has Barely Begun

Investors’ expectations that interest rates will not rise much may be very misguided.

Commentary

Moneyball: The Art of Analysis in ETF Trading and Liquidity

What does baseball have in common with exchange-traded funds (ETFs)?

Commentary

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like.

Commentary

K2 Hedge Fund Strategy Outlook: Second Quarter 2022

The Russian invasion of Ukraine has added pressure to the inflationary cycle that began in late 2020.

Commentary

Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession?

Commentary

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself?

Commentary

Fed Pivot Becomes Fed Prayer

The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task.

Commentary

Gold, Inflation and Geopolitical Tensions

Many investors see gold as a sort of haven in times of turmoil, and prices have surged amid Russia’s invasion of Ukraine.

Commentary

On My Mind: The Fed Takes the Red Pill

The Fed struck a hawkish tone at its latest meeting, but Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes it still underestimates how far rates will likely need to rise—and so do the markets.

Commentary

The Uncharted Greenspace in Small-Cap ESG

Lead Portfolio Manager Steve Raineri and ESG Lead John Chow of the Franklin Small-Cap Value Team within Franklin Mutual Series discuss small company ESG investing, why it presents an opportunity and how ESG analysis helps investors become better stewards of client capital.