Beyond Bulls & Bears

Alternative Allocations: A CIO’s perspective on allocating to alts

In the latest Alternative Allocations podcast, the benefits of evergreen structures in private credit are discussed, as well as the "four Ps" of due diligence (people, philosophy, process, performance).

Franklin Templeton Fixed Income Macro Views: The return of (trade) policy uncertainty
Fixed Income

Franklin Templeton Fixed Income Macro Views: The return of (trade) policy uncertainty

Franklin Templeton Fixed Income economists explore the impact of proposed changes to both US tax and tariff policies and the implications for global economies. Central banks continue to address local conditions, with the US Federal Reserve and European Central Bank further easing monetary policy, while the Bank of Japan is hiking its policy rate as it faces elevated inflation.

Value stocks and the duality of markets in 2025
Equity

Value stocks and the duality of markets in 2025

Value stocks were strong in late 2024, and Mutual Series sees trends that could push this performance into 2025 and beyond.

Japanese rotation: uncertain politics, appealing value opportunities
Equity

Japanese rotation: uncertain politics, appealing value opportunities

A change in Japanese political leadership has sparked some financial market volatility, but Franklin Mutual Series continues to see value investment opportunities as inflation returns and companies embrace change.

Diversifying for income in today’s markets
Multi-Asset

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.