February 2023 Archives - Beyond Bulls & Bears

Perspectives

Dimensions & Insights: The US$1.7 trillion economic bloc that many miss

Filling consumers’ needs can bridge communities with entrepreneurs and companies, but biases can cause missed opportunities. Chief Diversity Officer Regina Curry discusses the increasing financial strengths of Black and African American communities, a projected US $1.7 trillion economic bloc in 2030. Companies and entrepreneurs will find that serving Black and African American consumers, investors, and communities will cultivate markets that may seem invisible.

Regina Curry | February 28, 2023

Equity

Notes from the Trading Desk – Europe

Last week was tricky for equity markets, which lost ground on fears inflation was proving stickier than anticipated and central banks would keep rates higher for longer as a result.

February 27, 2023

Equity

Quick Thoughts: Is normal really what we want?

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.

Stephen H. Dover, CFA | February 22, 2023

Equity

Notes from the Trading Desk – Europe

Investors seemed concerned about how sticky inflation is proving to be, leading the market to adjust its terminal rate expectations both in the United States and Europe.

February 20, 2023

Multi-Asset

Outlook for US fixed income and equities amid tighter financial conditions

Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.

Edward D. Perks, CFA | February 13, 2023

Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA | February 09, 2023

Equity

Notes from the Trading Desk – Europe

Debate still rages on where we go from here. January is typically considered a good predictor for stock market performance for the rest of the year—the so-called “January barometer”.

February 06, 2023

Fixed Income

ECB hikes rates—one more to come?

The European Central Bank hiked rates 50 basis points. Curious about what that means for investors? David Zahn, Head of European Fixed Income shares his thoughts.

David Zahn, CFA, FRM | February 03, 2023

Fixed Income

On My Mind: Fed to markets—keep dancing

Markets think the war against inflation has been won—and the Fed seems to believe it too—but has it? Franklin Templeton Fixed Income CIO Sonal Desai analyzes the latest data in light of the Federal Reserve policy meeting and examines whether a “painless landing” is possible.

Sonal Desai, Ph.D. | February 02, 2023

Perspectives

Quick Thoughts: The dangers of inertia

What does the concept of inertia have to do with portfolio allocations? Head of Franklin Templeton Institute Stephen Dover explains.

Stephen H. Dover, CFA | February 02, 2023