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Valuations or Earnings: Which is Most Important for Equity Returns in 2023?
by Wylie Tollette, Gene Podkaminer, Ian Westley, Michael Kerwin, Miles Sampson, Spencer Walling of Franklin Templeton Investments, 4/4/23

The Franklin Templeton Investment Solutions team examines the earnings outlook for 2023, and why it might make sense to be defensively positioned.

The First (and Worst!) Quarter is Over: 9 Steps to Take Now
by Wylie Tollette, Gene Podkaminer of Franklin Templeton Investments, 4/14/20

In the first quarter of 2020, stock markets across the globe experienced one of the worst quarters in the history of global financial markets. But maybe it’s time for investors to take a pause and do some strategic thinking...
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