Gene Podkaminer, CFA - Beyond Bulls & Bears

Beyond Bulls & Bears

Head of Research
Franklin Templeton Investment Solutions

Gene Podkaminer, CFA:

Sustainability matters: The US prioritizes climate change, November 14, 2022 Equity&Fixed Income&Multi-Asset
Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?, September 23, 2022 Perspectives
Inflation hedges: Fact and fantasy, August 22, 2022 Alternatives&Equity&Fixed Income&Multi-Asset&Perspectives
Credit: This Time Is Different?, May 17, 2022 Fixed Income&Multi-Asset
Peering Around the (Yield) Curve, May 04, 2022 Equity&Fixed Income&Multi-Asset
Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?, April 13, 2022 Perspectives
Fed Pivot Becomes Fed Prayer, March 30, 2022 Perspectives
Russia-Ukraine War Heightens Supply Chain and Inflation Woes, March 15, 2022 Multi-Asset&Perspectives
Asset Class Implications of the Russia-Ukraine Conflict, February 25, 2022 Equity&Multi-Asset&Perspectives
The Fed: Walking a Tightrope in 2022, January 28, 2022 Perspectives
The Supply-Chain Storm: Planes, Cranes, and Automobiles, December 29, 2021 Equity&Fixed Income&Multi-Asset
Where Are the Workers?, December 22, 2021 Multi-Asset&Perspectives
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story, March 17, 2023 Equity & Fixed Income & Multi-Asset
Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy, April 12, 2022 Perspectives
Evergrande and China: A Lehman Moment—or Less “Grande” Than That?, October 12, 2021 Perspectives
PODCAST: Putting Inflation Concerns in Perspective, February 25, 2021 Equity & Fixed Income & Multi-Asset & Perspectives
Still Looking for Alternatives? How about Real Assets?, September 15, 2020 Multi-Asset & Perspectives
The First (and Worst!) Quarter is Over: 9 Steps to Take Now, April 09, 2020 Multi-Asset
Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update, February 28, 2020 Equity & Fixed Income & Multi-Asset & Perspectives
Multi-Asset Implications of the Coronavirus Outbreak, January 31, 2020 Multi-Asset & Perspectives
Allocation Views: Taking a Nimble Approach to 2020, January 17, 2020 Multi-Asset & Perspectives
Allocation Views: 2020 Appears Tilted to the Downside, December 17, 2019 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Real Assets Could Be the Alternative, September 24, 2019 Alternatives & Multi-Asset
Trade Tensions Flare: Where Do We Go from Here?, August 09, 2019 Multi-Asset & Perspectives

A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story, March 17, 2023 Equity & Fixed Income & Multi-Asset
Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy, April 12, 2022 Perspectives
Evergrande and China: A Lehman Moment—or Less “Grande” Than That?, October 12, 2021 Perspectives
PODCAST: Putting Inflation Concerns in Perspective, February 25, 2021 Equity & Fixed Income & Multi-Asset & Perspectives
Still Looking for Alternatives? How about Real Assets?, September 15, 2020 Multi-Asset & Perspectives
The First (and Worst!) Quarter is Over: 9 Steps to Take Now, April 09, 2020 Multi-Asset
Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update, February 28, 2020 Equity & Fixed Income & Multi-Asset & Perspectives
Multi-Asset Implications of the Coronavirus Outbreak, January 31, 2020 Multi-Asset & Perspectives
Allocation Views: Taking a Nimble Approach to 2020, January 17, 2020 Multi-Asset & Perspectives
Allocation Views: 2020 Appears Tilted to the Downside, December 17, 2019 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Real Assets Could Be the Alternative, September 24, 2019 Alternatives & Multi-Asset
Trade Tensions Flare: Where Do We Go from Here?, August 09, 2019 Multi-Asset & Perspectives

Recent Articles

Important Legal Information

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton.

The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The underlying assumptions and these views are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. There is no assurance that any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets will be realized. The value of investments and the income from them can go down as well as up and you may not get back the full amount that you invested. Past performance is not necessarily indicative nor a guarantee of future performance. All investments involve risks, including possible loss of principal.

Any research and analysis contained in this material has been procured by Franklin Templeton for its own purposes and may be acted upon in that connection and, as such, is provided to you incidentally. Data from third party sources may have been used in the preparation of this material and Franklin Templeton ("FT") has not independently verified, validated or audited such data. Although information has been obtained from sources that Franklin Templeton believes to be reliable, no guarantee can be given as to its accuracy and such information may be incomplete or condensed and may be subject to change at any time without notice. The mention of any individual securities should neither constitute nor be construed as a recommendation to purchase, hold or sell any securities, and the information provided regarding such individual securities (if any) is not a sufficient basis upon which to make an investment decision. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user.

Products, services and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits. Please consult your own financial professional or Franklin Templeton institutional contact for further information on availability of products and services in your jurisdiction.

Canada: Issued by Franklin Templeton Investments Corp., 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830, www.franklintempleton.ca

Offshore Americas: In the U.S., this publication is made available only to financial intermediaries by Franklin Distributors, LLC, member FINRA/SIPC, 100 Fountain Parkway, St. Petersburg, Florida 33716. Tel: (800) 239-3894 (USA Toll-Free), (877) 389-0076 (Canada Toll-Free), and Fax: (727) 299-8736. Investments are not FDIC insured; may lose value; and are not bank guaranteed. Distribution outside the U.S. may be made by Franklin Templeton International Services, S.à r.l. (FTIS) or other sub-distributors, intermediaries, dealers or professional investors that have been engaged by FTIS to distribute shares of Franklin Templeton funds in certain jurisdictions. This is not an offer to sell or a solicitation of an offer to purchase securities in any jurisdiction where it would be illegal to do so.

Issued in Europe by: Franklin Templeton International Services S.à r.l. – Supervised by the Commission de Surveillance du Secteur Financier - 8A, rue Albert Borschette, L-1246 Luxembourg. Tel: +352-46 66 67-1 Fax: +352-46 66 76. Poland: Issued by Templeton Asset Management (Poland) TFI S.A.; Rondo ONZ 1; 00-124 Warsaw. South Africa: Issued by Franklin Templeton Investments SA (PTY) Ltd, which is an authorised Financial Services Provider. Tel: +27 (21) 831 7400 Fax: +27 (21) 831 7422. Switzerland: Issued by Franklin Templeton Switzerland Ltd, Stockerstrasse 38, CH-8002 Zurich. United Arab Emirates: Issued by Franklin Templeton Investments (ME) Limited, authorized and regulated by the Dubai Financial Services Authority. Dubai office: Franklin Templeton, The Gate, East Wing, Level 2, Dubai International Financial Centre, P.O. Box 506613, Dubai, U.A.E. Tel: +9714-4284100 Fax: +9714-4284140. UK: Issued by Franklin Templeton Investment Management Limited (FTIML), registered office: Cannon Place, 78 Cannon Street, London EC4N 6HL. Tel: +44 (0)20 7073 8500. Authorized and regulated in the United Kingdom by the Financial Conduct Authority.

Australia: Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849) (Australian Financial Services License Holder No. 240827), Level 47, 120 Collins Street, Mellbourne, Victoria 3000. Hong Kong: Issued by Franklin Templeton Investments (Asia) Limited, 17/F, Chater House, 8 Connaught Road Central, Hong Kong. Japan: Issued by Franklin Templeton Investments Japan Limited. Korea: Issued by Franklin Templeton Investment Trust Management Co., Ltd., 3rd fl., CCMM Building, 12 Youido-Dong, Youngdungpo-Gu, Seoul, Korea 150-968. Malaysia: Issued by Franklin Templeton Asset Management (Malaysia) Sdn. Bhd. & Franklin Templeton GSC Asset Management Sdn. Bhd. This document has not been reviewed by Securities Commission Malaysia. Singapore: Issued by Templeton Asset Management Ltd. Registration No. (UEN) 199205211E and Legg Mason Asset Management Singapore Pte. Limited, Registration Number (UEN) 200007942R. Legg Mason Asset Management Singapore Pte. Limited is an indirect wholly owned subsidiary of Franklin Resources, Inc. 7 Temasek Boulevard, #38-03 Suntec Tower One, 038987, Singapore.

Please visit www.franklinresources.com to be directed to your local Franklin Templeton website.

Copyright © 2022 Franklin Templeton. All rights reserved.