What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally?
Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.
To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.
Financial markets seem to have returned to trying to time a dovish Federal Reserve turn, but Franklin Templeton Fixed Income CIO Sonal Desai says with a tight labor market and inflation running at 5%-6%—don’t bank on it.
Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape.
While 2023 has started on shaky ground for the municipal bond market, there are reasons to be optimistic for more stability ahead, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research. She explains why California’s issues don’t reflect all states, and offers reasons for optimism.
Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable?
Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.
US workers are clearly feeling the strain of economic uncertainty, according to Franklin Templeton’s third annual “Voice of the American Worker” study.
Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon.
Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West.
Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.
Macro uncertainties and tightening financial conditions are pressuring the real estate investment market. Tim Wang, Head of Investment Research for Clarion Partners, discusses the challenges and opportunities in this current environment.
If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends?
From an investment standpoint, aggressive regime shifts like the current one often create price dislocations as allocators restructure their portfolios, according to K2 Advisors.
Inflation is top of mind for consumers and market participants. In the United States, many are questioning whether student loan forgiveness will make inflation worse, and if the recently passed “Inflation Reduction Act” will offer relief.
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.
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.
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.
The first half of the year has so far been challenging for investors in municipal bonds.
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.
Investors’ expectations that interest rates will not rise much may be very misguided.
What does baseball have in common with exchange-traded funds (ETFs)?
The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like.
The Russian invasion of Ukraine has added pressure to the inflationary cycle that began in late 2020.
Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession?
Are the reserve banks too slow in tackling inflation? Will inflation level off by itself?
The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task.
Many investors see gold as a sort of haven in times of turmoil, and prices have surged amid Russia’s invasion of Ukraine.
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.
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.
Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favorable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.
Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future.
Exchange-Traded Funds (ETFs) holding only Russian equities have had creations suspended and trading halted since the war in Ukraine commenced.
Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.
Supply-chain issues are often cited in the current debate about inflation—and aren’t going away as quickly as consumers and businesses would like. Our Franklin Templeton Investment Solutions team explores how supply chains became stuck, whether they will loosen up in 2022, and the implications for multi-asset investors.
As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.
As another year of living with COVID-19 draws to a close, David Mann, Head of Global Exchange-Traded Funds (ETFs) Capital Markets, looks back on how the industry has fared in 2021—and how his prior predictions have unfolded.
Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed growth, inflation, interest rates, and valuation...
The Fed seems to have been caught by surprise by its own policy and says this is not the inflation it was looking for.
In the ongoing discussion about liquidity and exchange-traded funds (ETFs), David Mann, Head of Global ETFs Capital Markets, examines a recent report outlining how ETFs have navigated the pandemic.
Insights from Franklin Templeton specialist investment managers Brandywine Global, Clarion Partners, ClearBridge Investments and Western Asset
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.
Instead of purchasing the latest toy or electronic gadget for your children or grandchildren, what about giving them something that will last a lifetime and isn’t in limited supply: the gift of a more secure future. Sandra Palmer, Head of 529 Distribution for Franklin Templeton’s 529 College Savings Plan, discusses how crowdfunding can help finance a college education.
As we celebrate the holiday season and ponder what we are thankful for, it’s also time to take stock of one’s investments. Here, David Mann, Head of Global Exchange-Traded Funds (ETFs) Capital Markets, opines on an ETF anniversary he’s thankful for—and offers some tax-planning food for thought.
While the new US infrastructure investment bill didn’t have any initiatives directly targeting the municipal bond market, there are still implications for munis in the longer term, according to our Municipal Bond Director of Research Jennifer Johnston. She explains the ramifications for investors in the space.
Moderate inflation can be good, especially for some value stocks. Christian Correa breaks down why investors should not be afraid of the current inflationary or rising rate environments and explains how they can actually help some businesses and areas of the equity market.
While “growth” and “value” have typically been seen as distinct styles, that type of thinking continues to evolve, according to our investment professionals.
Bill Zox and John McClain, portfolio managers with Brandywine Global, join Amer Hasan to discuss how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.
With a new Prime Minister taking the helm in Japan, what does the future hold? Franklin Templeton Investment Solutions’ Gene Podkaminer and members of the research team take a look at both local and global trends influencing Japan—and why investors should pay more attention to the country.