Commentary

Demographics Are Not Destiny

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.

Commentary

Inflation—the Fed’s Sticky Wicket

January’s US inflation print came as an unwelcome spoiler for financial markets, dealing what looks like the final blow to hopes of a March interest-rate cut, sending bond yields back up and triggering a major one-day correction in equities.

Commentary

Investment Ideas—Is Cash at a Tipping Point?

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

Commentary

Evaluating and Allocating to Alternatives

Franklin Templeton’s Tony Davidow sits down with Jackie Klaber, Head of Alternative Investments at Rockefeller Capital Management, to discuss approaches to allocating to alternatives, and ways to better understand the role alternatives play in a portfolio.

Commentary

Anatomy of a Recession Update: Changes in Our Dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.

Commentary

Productivity Boom—New Dawn or False Dawn?

Franklin Fixed Income CIO Sonal Desai discusses why the recent acceleration in productivity growth might prove durable, leading to higher potential returns on real investment and a higher equilibrium interest rate.

Commentary

The Fed—We’ll Get There When We Get There!

Instead of pivoting directly toward an easing bias, the Federal Open Market Committee opted for a wait-and-watch approach in January. Franklin Fixed Income Economist Nikhil Mohan expects rate cuts to come, but not quite as soon as or as many as markets have been anticipating.

Commentary

ECB in Little Rush To Cut Rates

The European Central Bank left interest rates unchanged, without conveying any urgency to start cutting rates in the next few months. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, weighs in on the implications for investors—and why lengthening duration may make sense.

Commentary

First Quarter 2024

Interest rates in most parts of the world appear to be stabilizing, as inflation trends continue to decline from the high levels seen in the summer of 2022. Learn more about the implications for hedge fund strategies from K2 Advisors.

Commentary

Secure 2.0 Creates New Backdoor Roth Opportunity

Here’s a look at how a new legislative provision may be an opportunity to help jump-start retirement savings for children while saving for college at the same time.

Commentary

Unwrapping the Good Things That Come in Small (Cap) Packages

The surge in small-cap stock performance in the final weeks of 2023 may signal a long-awaited turnaround for smaller companies that have lagged large-cap peers for a decade, according to Head of Global Index Portfolio Management Dina Ting.

Commentary

Catch Me if You Can—Markets Outrun the Fed

The Federal Reserve has fueled market conviction that the good old days of extremely low interest rates and abundant liquidity are soon to return. Our Franklin Templeton Fixed Income CIO Sonal Desai sees this reaction as an excess of dovish enthusiasm that sets the stage for more volatility.

Commentary

Anatomy of a Recession Update: New Year, New Dynamic

As 2024 kicks off, we’re sitting down with ClearBridge Investments’ Head of Economic and Market Strategy, Jeff Schulze.

Commentary

Opportunities in Secondaries

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses the secondaries market in private equities with Taylor Robinson, partner of Lexington Partners.

Commentary

Ozempic Can’t Help Your Overweight in Big Tech: Global ETF Diversification Ideas for 2024

The start of a new year brings a chance for reflection and re-evaluation. For investors, a chance to rebalance. Franklin Templeton ETFs’ Dina Ting and Marcus Weyerer highlight the pitfalls of overweight exposure to mega tech stocks and where in the world to look for diversification in 2024.