Beyond Bulls & Bears

Meet the Manager: Jatin Misra
Fixed Income

Meet the Manager: Jatin Misra

When his cancer diagnostics startup didn’t quite work out as planned, Jatin Misra quickly changed gears and found his calling in financial services. His analytical mindset and interest in machine learning proved a perfect fit for analyzing the risks and opportunities within fixed income. Here, we get to know Jatin and the investment trends he sees today.

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.

Franklin Templeton Fixed Income’s take on the new EU Green Bond Standard
Fixed Income

Franklin Templeton Fixed Income’s take on the new EU Green Bond Standard

The new European Union Green Bond Standard came into effect in December 2024, and two bonds that comply with it have just been announced. Our sustainable investing team at Franklin Templeton Fixed Income welcomes the increased allocation transparency that the framework provides but will continue to invest in a variety of green bonds.

Europe cuts rates as growth grinds to a halt
Fixed Income

Europe cuts rates as growth grinds to a halt

The European Central Bank cut its key benchmark interest rate by 0.25% to 2.75% at its January 30 policy meeting. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares why he thinks the ECB will likely continue cutting throughout 2025 and describes the implications for investors.

Flash Insights: January FOMC meeting—A skip or a pause?
Fixed Income

Flash Insights: January FOMC meeting—A skip or a pause?

The US Federal Reserve left policy rates unchanged at its January meeting, as widely expected, emphasizing the strength of the economy and a stable labor market. Chair Jerome Powell noted that the Fed is in a wait-and-watch mode regarding US President Trump's policies given that potential government policies have yet to be fully fleshed out. Franklin Templeton Fixed Income Economist Nikhil Mohan shares his thoughts.

On My Mind: What’s next for interest rates? Wall Street Journal podcast discussion
Fixed Income

On My Mind: What’s next for interest rates? Wall Street Journal podcast discussion

The latest “On My Mind” comes in video format from Franklin Templeton Fixed Income CIO Sonal Desai and covers her outlook for inflation, Federal Reserve policy, bond yields and the new US presidential administration's policies.

On My Mind: 2025 themes in focus—fiscal headaches, monetary prudence, productivity and volatility
Fixed Income

On My Mind: 2025 themes in focus—fiscal headaches, monetary prudence, productivity and volatility

Franklin Templeton Fixed Income CIO Sonal Desai shares four key themes that she believes will shape economic and financial market developments in 2025 and beyond.

Fixed Income Sector Views: Signs of progress, signals of caution
Fixed Income

Fixed Income Sector Views: Signs of progress, signals of caution

Franklin Templeton Fixed Income team feels optimistic about the US economy, driven by consumer spending, which should limit the need for rate cuts by the US Federal Reserve. However, policy changes by President-elect Trump, such as increased tariffs and immigration changes, could add inflationary pressures. Read more in their latest Sector Views.

On My Mind: 2025—Looking good, feeling good?
Fixed Income

On My Mind: 2025—Looking good, feeling good?

Even with the uncertainty surrounding the new US administration’s economic policies, Franklin Templeton Fixed Income CIO Sonal Desai thinks the US economic outlook for 2025 remains robust, with upside risks to inflation. She thinks the end of the Fed’s easing cycle might be near, and warns that financial markets volatility will likely remain elevated.

Franklin Templeton Fixed Income Macro Views: The return of (trade) policy uncertainty
Fixed Income

Franklin Templeton Fixed Income Macro Views: The return of (trade) policy uncertainty

Franklin Templeton Fixed Income economists explore the impact of proposed changes to both US tax and tariff policies and the implications for global economies. Central banks continue to address local conditions, with the US Federal Reserve and European Central Bank further easing monetary policy, while the Bank of Japan is hiking its policy rate as it faces elevated inflation.

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.