Beyond Bulls & Bears

Crisis in concrete: Navigating the ripple effects of commercial real estate on municipal bonds
Fixed Income

Crisis in concrete: Navigating the ripple effects of commercial real estate on municipal bonds

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.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

This week, the Fed’s annual central banker conference at Jackson Hole, Wyoming (Thursday/Friday) should capture investor attention, along with earnings from tech giant Nvidia (Wednesday after the market close). With little Chinese macro data scheduled this week, the market should get some respite there.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

This week, inflation is in focus with reports from the United Kingdom, Sweden, Japan, and a second reading of eurozone inflation in July. If core inflation remains elevated in the United Kingdom and Europe, the markets are likely to price in central bank rate hikes this fall.

Quick Thoughts: Don’t miss the return opportunity in fixed income
Perspectives

Quick Thoughts: Don’t miss the return opportunity in fixed income

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

Meet the Manager: Sandy Kaul
Perspectives

Meet the Manager: Sandy Kaul

Franklin Templeton's Head of Digital Asset & Investor Advisory Services Sandy Kaul was recently named by Forbes as one of the "Crypto Gals" in its 2023 Forbes 50 Over 50 list. She was cited as a leader in the fintech industry, making an impact in a predominantly young and male field. Learn more about Sandy in this Q&A.

PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

Perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

As we head into August, risk assets face a series of headwinds. Equity market performance has been strong of late, and many investors may feel it’s time to take some profits.

Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer
Perspectives

Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer

Having a foundational understanding of Web3 and emerging digital assets is essential in appreciating their impact on the future of the financial industry and society more widely. Franklin Templeton’s new digital assets primer provides in-depth information on these new concepts and terminologies. In this article, Sandy Kaul, Head of Digital Asset & Industry Advisory Services, summarizes each section in the primer.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

it is clear to us that the Fed and the ECB are nearing the end of their hiking cycles. However, the market still appears to be split on a what September may bring, as data could push the decision either way. All eyes will be on the Bank of England (BoE) this week.

K2 Hedge Fund Strategy Outlook: Third quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: Third quarter 2023

The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. The team offers its mid-year outlook for these and other hedge fund strategies.

Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.