Beyond Bulls & Bears

PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio
Fixed Income

PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio

The COVID-19 pandemic has impacted all corners of the market, including mortgage-backed securities. Franklin Templeton Fixed Income’s Paul Varunok takes a closer look at the space, and why he feels they can offer some stability in a fixed income portfolio.

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus
Perspectives

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus

Dislocations resulting from the pandemic shine a light on environmental, social and governance (ESG) issues, which can be used as an additional tool to identify leading companies from the laggards, according to Franklin Templeton’s Global Head of ESG, Julie Moret.

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies
Equity

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies

The coronavirus pandemic could shape how UK businesses think about dividends going forward, says Franklin Templeton UK Equity's Colin Morton. He shares his on-the-ground thoughts on the UK economy, and how it measures up against the last global economic shock.

On My Mind: The Fed’s Final Frontier—Negative Rates or Yield Curve Control?
Fixed Income

On My Mind: The Fed’s Final Frontier—Negative Rates or Yield Curve Control?

Given fears of a COVID-19 resurgence and US election uncertainties looming, many investors are wondering what comes next for policymakers in terms of supporting the economy. Our Fixed Income CIO Sonal Desai weighs in on the possibility of negative US interest rates or other measures.

Quick Thoughts: This Time Is Different
Equity

Quick Thoughts: This Time Is Different

Our Stephen Dover gives his take on why Sir John Templeton might recognise today’s economic environment as another opportunity for active equity investors.

Disease and Debt Now: Dispersion Later?
Alternatives

Disease and Debt Now: Dispersion Later?

Deficits are rising across the developed world as governments aggressively loosen their purse strings in response to the COVID-19 pandemic. But what are the ramifications of all this debt? Our K2 Advisors team weighs in on the longer-term unintended consequences for governments that maintain massively leveraged balance sheets for an extended period.

PODCAST: Risk Assets and the Reshaping of the Economy
Multi-Asset

PODCAST: Risk Assets and the Reshaping of the Economy

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near term.

Biotechnology Innovation During COVID-19
Equity

Biotechnology Innovation During COVID-19

Innovation has always been a key driver for the biotechnology industry. Even in the midst of the COVID-19 pandemic, we continue to see significant progress in the discovery and development of innovative drugs. Franklin Equity Group’s Evan McCulloch and Wendy Lam are excited about three areas of innovation within biotech that they believe will continue to create value in the long term.

Quick Thoughts: Value vs. Growth? Yes, Both
Equity

Quick Thoughts: Value vs. Growth? Yes, Both

Our Head of Equities, Stephen Dover, gives his take on why value and growth investing are not different strategies.

On My Mind: If You Open It, They Will Come
Fixed Income

On My Mind: If You Open It, They Will Come

After the shock of COVID-19, when will the global economy return to a sense of normalcy? Franklin Templeton Fixed Income CIO Sonal Desai examines some key economic activity indicators in the wake of the pandemic. She shares data on recent changes in US consumer behaviour which seem to signal people are eager to go back to normal life.