Beyond Bulls & Bears

Public Insights on Private Credit: Barbarians inside the syndicated loan gates

In the syndicated loan market—during times of borrower distress—documentation loopholes are allowing majority lenders to disproportionately benefit at the expense of minority holders. This practice, known colloquially as “lender-on-lender violence,” presents a significant challenge to the sector. The menace is growing by the day.

PODCAST Anatomy of a Recession Update: Economic growth ahead?
Perspectives

PODCAST Anatomy of a Recession Update: Economic growth ahead?

We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.

On My Mind: Let’s spend lots of money! US elections and fiscal prospects
Fixed Income

On My Mind: Let’s spend lots of money! US elections and fiscal prospects

Franklin Templeton Fixed Income CIO Sonal Desai discusses what the US government’s persistently loose fiscal policy means for the upcoming monetary policy easing cycle and, in turn, for the US Treasury yield outlook over the medium to long term.

Alternative Allocations: The growth and evolution of alternative investments
Alternatives

Alternative Allocations: The growth and evolution of alternative investments

Franklin Templeton Institute’s Tony Davidow sits down with Daniil Shapiro of Cerulli Associates to discuss the growing interest in alternative investments among advisors, the increased availability of private market funds, and the need for better alternatives education.

Quick Thoughts: Surprise in France—What are the implications?
Equity

Quick Thoughts: Surprise in France—What are the implications?

A major shift is happening in France, as the left-wing unity prevails in the Assembly elections, signaling potential changes ahead. Here’s a look at how this could reshape France's political and economic landscape, from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: French first-round elections
Perspectives

Quick Thoughts: French first-round elections

Thoughts on the first round of the French elections and why governing France will likely prove challenging from Franklin Templeton Institute’s Stephen Dover.

Global value stocks—The compelling case at midyear
Equity

Global value stocks—The compelling case at midyear

There are reasons for optimism that value stocks can continue to perform well over the coming months as the global economy remains strong and the group benefits from several long-term structural trends, according to Franklin Mutual Series.

PODCAST Global Investment Management Survey: Our collective forecast
Perspectives

PODCAST Global Investment Management Survey: Our collective forecast

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

Alternative Allocations: The democratization of private markets
Alternatives

Alternative Allocations: The democratization of private markets

While the evolution of registered funds has helped to democratize access to the private markets, they haven’t replaced the first-generation drawdown structure. Find out more from Franklin Templeton Institute’s Tony Davidow.

What’s next for India’s economic ascent?
ETFs

What’s next for India’s economic ascent?

Despite political uncertainties following India’s recent elections, the country’s vibrant democracy, strategic policy reforms and burgeoning market present a compelling narrative of resilience and potential, according to Franklin Templeton’s Dina Ting. She sheds light on the unique opportunities that lie ahead for India in reinforcing its stature as a global economic contender.

Flood-risk mitigation in Slovenia: A case study
Fixed Income

Flood-risk mitigation in Slovenia: A case study

Climate change adaptation is becoming increasingly necessary. For asset managers, it is imperative to know which issuers are well prepared for future risk events. Using Slovenia’s flood-risk mitigation efforts as an example, we explain why a thorough understanding of both potential risks and relevant mitigation measures is a cornerstone of best-in-class impact investing.

Quick Thoughts: Rate cuts will come—eventually
Perspectives

Quick Thoughts: Rate cuts will come—eventually

At its recently concluded meeting, the Federal Open Market Committee left the fed funds rate unchanged and issued a hawkish message. Franklin Templeton Institute discusses the changes in the Fed’s expected timing for possible future rate cuts.