Beyond Bulls & Bears

Global value stocks—The compelling case at midyear
Equity

Global value stocks—The compelling case at midyear

There are reasons for optimism that value stocks can continue to perform well over the coming months as the global economy remains strong and the group benefits from several long-term structural trends, according to Franklin Mutual Series.

PODCAST Global Investment Management Survey: Our collective forecast
Perspectives

PODCAST Global Investment Management Survey: Our collective forecast

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

Alternative Allocations: The democratization of private markets
Alternatives

Alternative Allocations: The democratization of private markets

While the evolution of registered funds has helped to democratize access to the private markets, they haven’t replaced the first-generation drawdown structure. Find out more from Franklin Templeton Institute’s Tony Davidow.

What’s next for India’s economic ascent?
ETFs

What’s next for India’s economic ascent?

Despite political uncertainties following India’s recent elections, the country’s vibrant democracy, strategic policy reforms and burgeoning market present a compelling narrative of resilience and potential, according to Franklin Templeton’s Dina Ting. She sheds light on the unique opportunities that lie ahead for India in reinforcing its stature as a global economic contender.

Flood-risk mitigation in Slovenia: A case study
Fixed Income

Flood-risk mitigation in Slovenia: A case study

Climate change adaptation is becoming increasingly necessary. For asset managers, it is imperative to know which issuers are well prepared for future risk events. Using Slovenia’s flood-risk mitigation efforts as an example, we explain why a thorough understanding of both potential risks and relevant mitigation measures is a cornerstone of best-in-class impact investing.

Quick Thoughts: Rate cuts will come—eventually
Perspectives

Quick Thoughts: Rate cuts will come—eventually

At its recently concluded meeting, the Federal Open Market Committee left the fed funds rate unchanged and issued a hawkish message. Franklin Templeton Institute discusses the changes in the Fed’s expected timing for possible future rate cuts.

Flash Insights: June FOMC meeting—erring on the side of caution
Fixed Income

Flash Insights: June FOMC meeting—erring on the side of caution

The Federal Reserve exercised caution at its June meeting, signaling only one interest rate cut in 2024. Policymakers will need to see more than just “modest further progress” on inflation before easing can begin, according to Franklin Templeton Fixed Income Economist Nikhil Mohan.

EU election ushers in uncertainty and volatility
Fixed Income

EU election ushers in uncertainty and volatility

The European Parliament election resulted in expected gains for far-right parties—and an unexpected decision by French President Emmanuel Macron to call a national election on June 30. David Zahn, Franklin Templeton’s Head of European Fixed Income, discusses why the campaign in France will contribute to market volatility and may be pivotal for the European Union (EU).

PODCAST Anatomy of a Recession Update: Profit margins and credit spreads improve
Equity

PODCAST Anatomy of a Recession Update: Profit margins and credit spreads improve

In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. In or latest "Talking Markets" podcast, we speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.

Equities near all-time highs—Where do we go from here?
Multi-Asset

Equities near all-time highs—Where do we go from here?

As equity markets near all-time highs, Franklin Templeton Investment Solutions believes that equity overbought signals have emerged. They examine forward equity returns after being at, and near, historical peaks, and what these outcomes could mean for allocating between stocks and bonds.

Alternative Allocations: Opportunities and allocating to alternatives
Alternatives

Alternative Allocations: Opportunities and allocating to alternatives

Franklin Templeton Institute’s Tony Davidow discusses the appeal of private markets and allocating capital with Ben Webb of Balentine Investments.

ECB begins what may be a slow cutting cycle
Fixed Income

ECB begins what may be a slow cutting cycle

The European Central Bank cut its key benchmark interest rate by 0.25%, while indicating that its future moves will depend on incoming financial and economic data. David Zahn, Franklin Templeton’s Head of European Fixed Income, shares why he thinks the ECB will likely move slowly and discusses the implications for investors.