Beyond Bulls & Bears

Diversifying for income in today’s markets

Although the US economy remains resilient, labor market and inflation conditions continue to shift. Ed Perks, Chief Investment Officer of Franklin Income Investors, provides perspectives on the current environment and income diversification strategies when seeking opportunities in fixed income and equities.

China’s ETF outflows captured elsewhere in Asia
ETFs

China’s ETF outflows captured elsewhere in Asia

For years, India has been ramping up to contend with China as the region’s top technology leader. Pandemic-era supply chain issues hastened its successes in luring foreign tech firms. Now, equity investment flows are following suit. Dina Ting of Franklin Templeton ETFs highlights a few factors behind how the subcontinent is benefiting from rotational flows.

Anatomy of a Recession Update: What we don’t know about tariff plans
Equity

Anatomy of a Recession Update: What we don’t know about tariff plans

With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.

Global ETF trends to watch in 2025
ETFs

Global ETF trends to watch in 2025

Jason Xavier, Head of EMEA & Asia ETF Capital Markets, opines on trends he sees ahead in 2025.

Four reasons dividends matter now
Equity

Four reasons dividends matter now

With interest rates moving lower and meaningful economic and geopolitical uncertainty impacting the markets, the role of dividends for investors may be especially important in coming quarters. Franklin Equity Group Portfolio Manager Matt Quinlan explores the critical role dividends can play in fueling total return and helping reduce overall volatility for equity investors.

Quick Thoughts: An election like no other—implications for investors
Multi-Asset

Quick Thoughts: An election like no other—implications for investors

The election victory for Donald Trump and the Republicans is only one part of their sweeping opportunity to unleash stronger economic growth that could lift corporate earnings. Stephen Dover, Head of Franklin Templeton Institute, shares his post-election observations.

Alternative Allocations: Lessons learned from family offices
Alternatives

Alternative Allocations: Lessons learned from family offices

In the latest Alternative Allocations podcast, Kate Huntington of Fiduciary Trust International discussed family offices' approach to alternative investments. She noted that while these offices seek enhanced returns and diversification, they are also sensitive to capital loss and aim to reduce volatility.

Quick Thoughts: US election outcome—outlook for markets
Perspectives

Quick Thoughts: US election outcome—outlook for markets

The votes are in, and Donald Trump is the president-elect again. As in 2016, he is headed to the White House with big plans for stimulating growth through low taxes, lighter regulation and an overhaul of trade. In the immediate aftermath of the election, I addressed a variety of questions in a discussion with Greg Valliere, Chief US Policy Strategist at AGF Investments.

On My Mind: US elections—what’s next for the economy, markets and the Fed?
Fixed Income

On My Mind: US elections—what’s next for the economy, markets and the Fed?

President-elect Donald Trump’s policy proposals—including taxes, tariffs and a simplified regulatory regime—will likely mean stronger US economic growth and might reignite inflationary pressures. This supports Franklin Templeton Fixed Income CIO Sonal Desai’s long-held view that this monetary policy easing cycle will be shorter and more shallow than many financial market participants expect.

Quick Thoughts: A big night for the Republicans
Perspectives

Quick Thoughts: A big night for the Republicans

US election results have implications for bond yields and stock market sectors. Head of Franklin Templeton Institute, Stephen Dover summarizes what investors need to know.

A stimulative environment for midcaps
ETFs

A stimulative environment for midcaps

With a soft landing in sight, Head of Global Index Portfolio Management Dina Ting, explains why resilient US economic growth alongside currently low valuations for mid-cap stocks can spur future gains in this underallocated market segment.

Alternative Allocations: Due diligence—hook ‘em horns
Alternatives

Alternative Allocations: Due diligence—hook ‘em horns

Over the last several years, the discussions with advisors have moved from “why allocate to alternatives?” to “how to allocate to alternatives.”