Beyond Bulls & Bears

Dimensions & Insights: The US$1.7 trillion economic bloc that many miss
Perspectives

Dimensions & Insights: The US$1.7 trillion economic bloc that many miss

Filling consumers’ needs can bridge communities with entrepreneurs and companies, but biases can cause missed opportunities. Chief Diversity Officer Regina Curry discusses the increasing financial strengths of Black and African American communities, a projected US $1.7 trillion economic bloc in 2030. Companies and entrepreneurs will find that serving Black and African American consumers, investors, and communities will cultivate markets that may seem invisible.

Quick Thoughts: Is normal really what we want?
Equity

Quick Thoughts: Is normal really what we want?

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Investors seemed concerned about how sticky inflation is proving to be, leading the market to adjust its terminal rate expectations both in the United States and Europe.

Quick Thoughts: The dangers of inertia
Perspectives

Quick Thoughts: The dangers of inertia

What does the concept of inertia have to do with portfolio allocations? Head of Franklin Templeton Institute Stephen Dover explains.

Meet the Manager: Ryan Biggs
Perspectives

Meet the Manager: Ryan Biggs

Winning an award for stock-picking in elementary school, Ryan Biggs has extended his wins with a recent recognition from the Business Insider as one of the venture capital industry’s rising stars in 2022. He has also established a “scout program” to help young people get a head start in their careers just like he had received from his mentors. Get to know more about Ryan’s background as well as trends he’s excited about.

Quick Thoughts: How to avoid making a unicorn skeleton
Multi-Asset

Quick Thoughts: How to avoid making a unicorn skeleton

Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.

Small-cap industrials, large onshoring opportunities
Equity

Small-cap industrials, large onshoring opportunities

Why small-cap industrials companies may be poised to benefit from moving supply chains closer to home—thoughts from Christopher Meeker of Franklin Mutual Series.

PODCAST Anatomy of a Recession: The long view for a new year
Equity

PODCAST Anatomy of a Recession: The long view for a new year

In our latest "Talking Markets" podcast, we meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.

Opportunities in the growing field of ESG investing
Perspectives

Opportunities in the growing field of ESG investing

A Franklin Templeton survey among Canadian investors revealed that while ESG themes are important, there is a general lack of knowledge and awareness of ESG or sustainable investing. Duane Green, President and Chief Executive Officer (CEO) of Franklin Templeton Canada, shares our survey findings as well as other global results and discusses potential opportunities for financial advisors in this growing field.

Dimensions & Insights: “Gender-balanced leadership delivers more opportunities”
Perspectives

Dimensions & Insights: “Gender-balanced leadership delivers more opportunities”

Many current investment outlooks include gender-balancing leadership and boardrooms. Chief Diversity Officer Regina Curry gauges the pressure and opportunities for addressing investors’ and regulators' demands for gender equity and progress. Escalating actions from investors and regulators include increasing commitments for leadership positions and assets toward progressing gender balance.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Unsurprisingly, it looks like an extremely quiet week ahead. No meaningful corporate events are scheduled this week and the macro calendar is also light, with the Eurozone Consumer Confidence reading on Tuesday and UK GDP Thursday the highlights.