Beyond Bulls & Bears

China is the talk of the town again. Now what?

As China injects unprecedented support into its economy, sparking a significant rally in its stock market, Marcus Weyerer and Dina Ting of Franklin Templeton ETFs discuss the broader implications for the country as well as global equity markets.

Quick Thoughts: US election update—uncertainty reigns
Perspectives

Quick Thoughts: US election update—uncertainty reigns

With less than five weeks to the November 5 polling date, the US presidential as well as Senate and House majority outcomes remain too close to call. Franklin Templeton Institute’s Stephen Dover believes that a divided government in Washington, DC, with no single party controlling the White House, Senate and House of Representatives is likely. He discusses the possible effects of the elections on the markets and offers investment conclusions.

Quick Thoughts: China acts—how will markets react?
Perspectives

Quick Thoughts: China acts—how will markets react?

China’s central bank and financial regulators recently adopted policy measures aimed at revitalizing its struggling property sector, curbing economic slowdown and combating deflation. This policy shift, endorsed by President Xi Jinping and the Politburo, sparked a significant rally in Chinese equity markets. Franklin Templeton Institute offers conclusions based on these actions and delves into long-term investment implications for Chinese and global markets.

On My Mind: The first cut is the deepest
Fixed Income

On My Mind: The first cut is the deepest

Where does the Fed go next after this week’s 50 basis point interest-rate cut? Thoughts from Franklin Templeton Fixed Income CIO Sonal Desai.

Shifting tides: How the 2024 US election could shape capital markets
Fixed Income

Shifting tides: How the 2024 US election could shape capital markets

What are the potential impacts of the upcoming US election on the economy and capital markets? How will fiscal spending programs affect debt levels? Franklin Templeton Fixed Income Multi-Sector Director Mike Salm shares his thoughts on the US election implications.

Franklin Templeton Fixed Income Macro Views: Everything everywhere all at once
Fixed Income

Franklin Templeton Fixed Income Macro Views: Everything everywhere all at once

Franklin Templeton Fixed Income economists note continued divergence in G3 monetary policies. The US Federal Reserve and European Central Bank are expected to continue gradual easing, with US politics adding uncertainty. In contrast, Japan's strong labor market may lead to more aggressive tightening than anticipated.

Back-to-school ETF primer
ETFs

Back-to-school ETF primer

Should investors emerging from their summer holidays find they have a touch of seasonal learning loss, Dina Ting, our Head of Global Index Portfolio Management, catches up with David Mann, our Head of Global ETF Product and Capital Markets, this month for a brief “back-to-school” chat about exchange-traded funds.

Dimensions & Insights: Mentorship matters—steps for inclusive leadership
Perspectives

Dimensions & Insights: Mentorship matters—steps for inclusive leadership

To realize the full potential of diversity, organizations need to also be fully inclusive. Regina Curry, Chief Diversity Officer at Franklin Templeton, recently discussed effective inclusion strategies with Katrina Dudley, SVP of Public Market Investments. Read a summary of their insights in this article.

Quick Thoughts: US elections—entering the final stretch
Perspectives

Quick Thoughts: US elections—entering the final stretch

A divided US government seems a likely outcome of the elections in November, but that could actually be good news for markets, according to Stephen Dover, Head of Franklin Templeton Institute.

Anatomy of a Recession Update: Speaking of the election
Equity

Anatomy of a Recession Update: Speaking of the election

With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and the overall US economy.

Quality small caps can offer a smoother climb
Equity

Quality small caps can offer a smoother climb

Small-cap stocks took a rollercoaster ride this summer, but Franklin Mutual Series sees long-term opportunities in quality small-cap value stocks with low debt and good earnings potential.

Strategic Shifts: Optimizing fixed income allocations as the Fed’s hiking cycle ends
Fixed Income

Strategic Shifts: Optimizing fixed income allocations as the Fed’s hiking cycle ends

With expectations the Federal Reserve will start cutting interest rates at its September meeting, investors are asking, “what should we be doing with our fixed income allocation?” The Franklin Templeton Fixed Income team evaluates historical inflection points for fed funds rates to explore the impact on fixed income sectors and resulting investment opportunities.