Beyond Bulls & Bears

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.”

Meet the Manager: Lauren DeMore
Equity

Meet the Manager: Lauren DeMore

Emerging markets expertise can be a springboard to unexpected advancement, as Lauren DeMore discovered when she became a Portfolio Manager focusing on large-cap value strategies. Encouragement from colleagues helped, and now Lauren tries to do the same for others, as she describes in this Q&A.

What to make of the November election—potential implications for high-yield investors
Fixed Income

What to make of the November election—potential implications for high-yield investors

The upcoming November US elections for the president, House of Representatives, and Senate are highly unpredictable. Franklin Templeton Fixed Income’s Glenn Voyles and Brian French discuss what a sweep by either the Republican or Democratic party could present in terms of significant risks and opportunities within high-yield fixed income.

Brazil’s rising role as a geopolitical heavyweight
ETFs

Brazil’s rising role as a geopolitical heavyweight

Brazil takes center stage as host of this year’s G20 Summit, marking a defining moment in the nation’s ascent as a geopolitical powerhouse. Dina Ting, Head of Global Index Portfolio Management, explores Brazil’s economic ambitions alongside its increasing influence in shaping the future of international economic cooperation.

The rise of rentership: What this global real estate shift means for investors
Equity

The rise of rentership: What this global real estate shift means for investors

With housing prices at all-time highs, renting is now less expensive than the monthly cost of home ownership in over 50 major US cities. Around the world, increasing numbers of individuals and families are opting to rent, even when they have the financial means to buy. Real estate analysts and Franklin Equity Group Portfolio Managers Daniel Scher and Blair Schmicker address the economic, demographic and lifestyle factors behind the global rise in rentership and the opportunities this trend creates for real estate investors.

Anatomy of a Recession Update: The case for economic reacceleration
Equity

Anatomy of a Recession Update: The case for economic reacceleration

We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.

On My Mind: For a few rate cuts more
Fixed Income

On My Mind: For a few rate cuts more

Recent data releases continue to point to a stubbornly resilient US economy. This supports Franklin Templeton Fixed Income CIO Sonal Desai’s long-held view that the neutral rate of interest lies north of 4% and suggests that this monetary policy easing cycle will be shorter and shallower than many financial market participants expect.

Alternative Allocations: The evolution of alts: From institutions to Main Street
Alternatives

Alternative Allocations: The evolution of alts: From institutions to Main Street

In our latest Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow sits down with Nick Veronis of iCapital Network to discuss the evolution of alternatives wealth management. They highlight the shift from limited access and cumbersome processes to a more inclusive, technologically advanced and transparent industry.

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

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.