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.
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.
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.
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.
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.
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.
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.
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.
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.
Banking turmoil continues to rattle the global markets and investor confidence.
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.
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.
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.
Why did Silicon Valley Bank fail?
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.
Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
US market structure was back in the news recently with several stocks experiencing irregular price movements on the morning of January 24.
A slowdown in US economic activity this year is likely to impact most states, which could face budget deficits, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bonds.
Dina Ting, our Head of Global Index Portfolio Management, offers her perspective on the allure of multifactor US mid-capitalization strategies for 2023.
We believe it is important to keep you informed on the latest proposals and regulations impacting the retirement industry, as well as implications to your business.
Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group.
Templeton Global Equity Group weighs in on inflation’s emergence in Japan, recent monetary policy shifts, and the implications for investors.
Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.
Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets.
“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.
Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.
Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.
While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover.
What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more?
Markets hoped for a dovish Federal Reserve “pivot,” but got a hawkish surprise instead.
It is unlikely that US corporate defined benefit (DB) pensions will have to face liquidity issues like those UK DB pensions recently witnessed, primarily because of their different approach to valuing liabilities, varying use of derivatives/leverage, and therefore a different investment style of liability-driven investing (LDI), according to Franklin Templeton Fixed Income’s Tom Meyers.
Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.
On August 16th, President Joe Biden signed the Inflation Reduction Act into law, ending months of uncertainty over whether congressional Democrats would ever reach agreement on a compromise budget reconciliation bill.
In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.
The municipal bond market has not been immune to bouts of volatility hitting the markets this year, but there are still pockets of opportunity, according to Franklin Templeton Fixed Income’s Director of Municipal Bonds, Ben Barber.
Federal Reserve Chairman Powell delivered another forceful message to markets that an early pivot back to rate cuts will not happen until inflation is under control.
Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.
Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.
Franklin Mutual Series explains how global investing may provide a path to better returns.
Fed Chairman Powell delivered a forceful and unequivocal message today at Jackson Hole, pushing back against market expectations of an early pivot back to rate cuts.
David Mann, Head of Global Exchange Traded Funds Capital Markets, takes this quiet end-of-summer opportunity to pre-empt any of the typical ETF investor concerns that can pop up during busier times.
Equity markets have clearly taken notice of rising inflation—and not in a good way.
Mutual Series’ Oliver Wong believes high-quality microcaps house hidden benefits, despite the extreme market declines seen in the first half of the year.
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
What do sports cards have in common with exchange-traded funds?
Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine.
Templeton Global Equity Group explores the legacy of Abenomics, the emergence of inflation in Japan, and finding value opportunities there.
With National 529 Day last month and graduation season underway, the cost of education is at the top of many people’s minds.
Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.