Beyond Bulls & Bears

Flash Insights: Tired of tariffs? Try securitized bonds
Fixed Income

Flash Insights: Tired of tariffs? Try securitized bonds

US President Donald Trump’s “Liberation Day” announcement has disrupted markets, but many securitized assets remain isolated from the trade war noise due to their domestic nature. Tariffs will likely increase real asset prices, benefiting securitized bonds. Jatin Misra, Co-Head of Structured Credit, Franklin Templeton Fixed Income, believes the securitized space may provide some relief to ride out this trade conflict.

Quick Thoughts: Making sense of Treasury jitters
Perspectives

Quick Thoughts: Making sense of Treasury jitters

Franklin Templeton Institute weighs in on what’s behind the recent Treasury market selloff and jump in yields.

On My Mind: T-Day
Fixed Income

On My Mind: T-Day

Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on US President Donald Trump’s “Liberation Day” tariff policy announcement. Sonal cautions that significant uncertainty remains on the global repercussions and risks of a broader trade war. However, she believes that at this stage the impact of these tariffs on US growth and inflation should be manageable, assuming they are tempered by the US administration’s planned tax cuts and deregulation. Find out what the latest developments mean for investors going forward.

Quick Thoughts: The end of the free trade era
Perspectives

Quick Thoughts: The end of the free trade era

Why the new Trump tariffs warrant a cautious market and economic outlook—thoughts from Stephen Dover, Head of Franklin Templeton Institute.

Fixed Income Sector Views: Steady in the storm
Fixed Income

Fixed Income Sector Views: Steady in the storm

The Franklin Templeton Fixed Income team believes the US economy remains strong despite concerns over tariff policies and the fiscal deficit. The EU economy, however, is weaker with anemic growth, which has led the European Central Bank to cut rates. The US Federal Reserve's rate-cut expectations have fluctuated, reflecting concerns over economic policies. Read more in their latest Sector Views.

On My Mind: The fog of trade war
Fixed Income

On My Mind: The fog of trade war

Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the Federal Reserve policy meeting. Fed projections now call for slower growth and higher inflation versus earlier forecasts, yet hard data shows the US economy is still in good shape; uncertainty is high and the Fed is keeping all options open. Find out what this might mean for the US economy and fixed income investors.

Quick Thoughts: Risk vs. uncertainty
Perspectives

Quick Thoughts: Risk vs. uncertainty

Weaker US economic data is leading to volatility in the equity markets. Head of Franklin Templeton Institute Stephen Dover discusses why uncertainty is more difficult to factor in than risk and what investors can do about it.

Franklin Templeton Fixed Income Macro Views: When the dust won’t settle
Fixed Income

Franklin Templeton Fixed Income Macro Views: When the dust won’t settle

Franklin Templeton Fixed Income economists explore the impact of proposed changes to US tariffs and the implications for other economies. Meanwhile, the eurozone contemplates increasing defense spending given a United States that promises to be less active in global security, and the Bank of Japan tightens monetary policy in light of increased price pressures.

Flash Insights: Germany’s fiscal shift—an opening gambit
Fixed Income

Flash Insights: Germany’s fiscal shift—an opening gambit

Germany’s main political parties have agreed on increasing fiscal flexibility, amending the existing debt brake and allowing for increased infrastructure and defense spending. Franklin Templeton Fixed Income’s David Zahn and Angelo Formiggini share their thoughts on the implications for European fixed income markets.

On My Mind: Markets getting wobbly?
Fixed Income

On My Mind: Markets getting wobbly?

Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the new US administration’s plans, ideas and actions so far, and what they might mean for the US economy and fixed income investors.

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.