Beyond Bulls & Bears

European Fixed Income: Coming Out of Crisis
Fixed Income

European Fixed Income: Coming Out of Crisis

As European economies slowly start to come out of coronavirus lockdowns, it could be some time before growth returns to pre-crisis levels, according to David Zahn, our Head of European Fixed Income. He says the crisis has been another test for the European Union as the coronavirus has affected some countries moreso than others. But he sees this as perhaps the best time in years to invest in European fixed income.

On My Mind: Now Let’s Get Those Jobs Back
Fixed Income

On My Mind: Now Let’s Get Those Jobs Back

COVID-19 has taken a toll on human lives as well as the global economy, with the latest US employment figures revealing a shocking number of job losses in April. Franklin Templeton Fixed Income CIO Sonal Desai weighs in on the situation, saying the next few weeks will likely prove crucial in shaping the course of the labour market for the remainder of this year.

ETFs and a Tin of Soup!
LibertyShares

ETFs and a Tin of Soup!

In these times of heightened market volatility, exchange-traded funds (ETFs) have delivered on the main attributes that attract investors to utilising the wrapper—liquidity, transparency and cost efficiency—according to our Head of EMEA ETF Capital Markets Jason Xavier. He explores the subject a bit further and dispels some of the recent comments directed towards fixed income ETFs in particular, which he says is inaccurate.

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
Multi-Asset

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress

Some investors use a set-it-and-forget-it approach to their portfolios, but there are times when the asset mix may need to be recalibrated to achieve one’s goals. Here, Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette discuss the importance of rebalancing one’s portfolio, especially during times of market turmoil, and how different types of investors can accomplish the task.

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
Fixed Income

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis

The coronavirus crisis has brought a number of uncertainties, including what will happen in the aftermath. Will economic growth quickly rebound? Will there be lasting societal changes? In our latest “Talking Markets” podcast, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, offers his take—and some considerations for investors.

Fixed Income View: A Crisis Like No Other
Fixed Income

Fixed Income View: A Crisis Like No Other

When times of turmoil hit, most investors become risk-averse, seeking safety over opportunity for higher returns. The coronavirus-driven crisis is no different in that regard. However, John Beck, our director of fixed income, London, sees some striking differences between this and other crises, and offers some thoughts on where he thinks taking some risk today might make sense.

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus
Fixed Income

PODCAST: Rescuing the Economy: Impacts of Massive Fiscal and Monetary Stimulus

Is history repeating itself or is the coronavirus crisis something completely different? In our latest "Talking Markets" podcast, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, explains how the current global economic and market environments differ from past crisis periods. She also outlines how she sees different recovery scenarios playing out across the United States and around the world.

On My Mind: Bringing the Economy Back from Life Support
Fixed Income

On My Mind: Bringing the Economy Back from Life Support

With recent data showing a coronavirus-driven recession in the United States appears inevitable, the question for many investors is how long it will last. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, weighs in on the differences between this one and other recessionary periods—and whether policymakers can engineer a recovery.

On My Mind: More Heavy Lifting from the Fed—While Congress Squabbles
Fixed Income

On My Mind: More Heavy Lifting from the Fed—While Congress Squabbles

The US Federal Reserve continues to use whatever tools it can to help combat economic fallout from the coronavirus. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, calls its latest response “a whole new level” of stimulus.

The Impact of the ECB’s Coronavirus Rescue Fund and BoE Rate Cut on European Bonds
Fixed Income

The Impact of the ECB’s Coronavirus Rescue Fund and BoE Rate Cut on European Bonds

This week, both the European Central Bank and Bank of England took further measures to help contain the financial fallout from the coronavirus and alleviate pressure on strained public finances. Our David Zahn, Head of European Fixed Income, shares his views on what it means for European bonds.

On My Mind: The Fed Speaks Loudly and Carries a Big Stick
Fixed Income

On My Mind: The Fed Speaks Loudly and Carries a Big Stick

Can the US economy withstand the shock of the coronavirus? Our Sonal Desai says the nation’s central bank is doing its part to help.

UK Budget Ease Follows Coordinated BOE Rate Cut
Fixed Income

UK Budget Ease Follows Coordinated BOE Rate Cut

Newly appointed UK Chancellor of the Exchequer Rishi Sunak tore up the fiscal rulebook and unveiled a spend-heavy UK budget, announced just after the Bank of England delivered an emergency interest-rate cut. Our David Zahn, Head of European Fixed Income, weighs in, noting that the UK government is one of the first to provide a coordinated fiscal and monetary policy response to battle the economic impact of the coronavirus.