Beyond Bulls & Bears

Quick Thoughts: The economic and market impact of escalating trade wars
Perspectives

Quick Thoughts: The economic and market impact of escalating trade wars

Can the US economy—and the markets—survive Trump’s tariffs? Insights from Franklin Templeton Institute’s Stephen Dover.

PODCAST Global Investment Management Survey: Outlook on equities and more
Equity

PODCAST Global Investment Management Survey: Outlook on equities and more

Chris Galipeau, Senior Market Strategist with the Franklin Templeton Institute, gives key takeaways from the Global Investment Management Survey and thoughts on US equities.

Quick Thoughts: DeepSeek +1 day
Equity

Quick Thoughts: DeepSeek +1 day

Exploring the market implications of DeepSeek and AI with Stephen Dover of Franklin Templeton Institute and Jonathan Curtis, Chief Investment Officer for Franklin Equity Group.

Anatomy of a Recession Update: Can US exceptionalism continue?
Equity

Anatomy of a Recession Update: Can US exceptionalism continue?

After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.

Anatomy of a Recession Update: Outlook 2025—Will US exceptionalism continue?
Equity

Anatomy of a Recession Update: Outlook 2025—Will US exceptionalism continue?

In this "Talking Markets" podcast, ClearBridge Investments' colleagues Jeff Schulze and Josh Jamner discuss the US economy and equity markets in 2025.

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.

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.

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.

Quick Thoughts: A big night for the Republicans
Perspectives

Quick Thoughts: A big night for the Republicans

US election results have implications for bond yields and stock market sectors. Head of Franklin Templeton Institute, Stephen Dover summarizes what investors need to know.

Meet the Manager: Lauren DeMore
Equity

Meet the Manager: Lauren DeMore

Emerging markets expertise can be a springboard to unexpected advancement, as Lauren DeMore discovered when she became a Portfolio Manager focusing on large-cap value strategies. Encouragement from colleagues helped, and now Lauren tries to do the same for others, as she describes in this Q&A.