Beyond Bulls & Bears

A Fixed Income View of 2020: Separating Sentiment from Fact
Fixed Income

A Fixed Income View of 2020: Separating Sentiment from Fact

Investors could be in for a bumpy year ahead, according to Franklin Templeton Fixed Income CIO Sonal Desai. She emphasises the importance of separating the facts from the headlines, but also thinks it’s a good time to look to “de-risk” portfolios to some extent, while still remaining invested.

The Federal Reserve: Dealer’s Choice
Fixed Income

The Federal Reserve: Dealer’s Choice

The US Federal Reserve cut its benchmark short-term interest rate for the first time in 11 years in what Chairman Jerome Powell called a “mid-cycle adjustment” to sustain the US economic expansion. Powell appeared to struggle to reconcile his admission the US economy is strong with this decision, says Franklin Templeton Fixed Income CIO Sonal Desai. She shares her thoughts on the July policy meeting and the potential market implications.

US Election Implications for Europe: What Many Observers Are Missing
Fixed Income

US Election Implications for Europe: What Many Observers Are Missing

It’s fair to say that global referendums held recently have not proved terribly successful for their organisers. Whether that unhappy tradition continues with the Italian referendum on constitutional reform scheduled to be held on December 4 remains to be seen.