Fixed Income - 6/11 - Beyond Bulls & Bears

Beyond Bulls & Bears

Fixed Income

Quick Thoughts: The sovereign debt wave—an existential threat

The Sovereign Debt Wave is at a historic peak and appears set to continue growing. With higher inflation and reduced liquidity, some countries will be able to continue to issue debt easily, while some will not. Franklin Templeton Institute’s Stephen Dover and Kim Catechis discuss the different factors that will affect long-term investment returns for sovereign debt.

Stephen H. Dover, CFA | July 19, 2023

Fixed Income

Navigating inflationary seas—a study of central banks in the United States, Europe and Asia

With inflation still front and center and tight labor markets, how will central banks react to the challenging market environment? Join the Franklin Templeton Fixed Income (FTFI) economists as they discuss their views on central banks’ strategies and formalized policies in the latest installment of the FTFI Fifteen—a video series designed to cover relative market topics in about 15 minutes.

Nikhil Mohan | July 12, 2023

Fixed Income

Promoting a greener future: The power of sustainable investing

Why should investors care about sustainable investing? Franklin Templeton Fixed Income’s Head of Sustainable Investments David Zahn and Senior Sustainability Manager Kasper Hanus weigh in on how FTFI thinks responsible investing and investment returns aren’t mutually exclusive goals.

David Zahn, CFA, FRM | June 07, 2023

Fixed Income

Quick Thoughts: Positioning for a timely opportunity in munis

As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA | June 07, 2023

Fixed Income

On My Mind: Debt ceiling to markets—I’ll be back!

The debt ceiling crisis has been averted—but this short-term relief might come at the cost of greater future peril. Franklin Templeton Fixed Income CIO Sonal Desai analyzes the debt-ceiling resolution and delves into the potential longer-term risks that rising public debt poses to financial markets.

Sonal Desai, Ph.D. | June 06, 2023

Perspectives

Quick Thoughts: The tapestry of debt and what we need to do to unravel it

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA | May 26, 2023

Fixed Income

Tumultuous times: Understanding the macroeconomic landscape

Fixed income sectors that eliminate credit risk seem to be pricing in a recession while sectors willing to take credit risk seem to be much more optimistic. Franklin Templeton Fixed Income CIO Sonal Desai and Portfolio Manager Rick Klein tell us what they think these diverging views imply.

Sonal Desai, Ph.D. | May 25, 2023

Fixed Income

An overview of US state budgets and municipal bonds

As COVID-era funding boosts come to a close, US state and local governments are facing some challenges. However, they have many tools with which to tackle them, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Research, Municipal Bonds. She provides her latest outlook.

Jennifer Johnston | May 23, 2023

Multi-Asset

Quick Thoughts: What to do when stuff happens

When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspective on how to turn volatility into opportunity.

Stephen H. Dover, CFA | May 18, 2023

Fixed Income

On My Mind: The Fed fights inflation, the markets fight the Fed

Markets want to believe policy interest rates will soon fall—but inflation and growth data tell a very different story, argues Franklin Templeton Fixed Income CIO Sonal Desai.

Sonal Desai, Ph.D. | May 10, 2023

Multi-Asset

Fed pause won’t save the day

If the Fed pauses, will that revive risk assets? Tom Nelson and Miles Sampson of Franklin Templeton Investment Solutions weigh in on the investment implications of the latest US central bank actions.

Tom Nelson, CFA, CAIA | May 05, 2023

Fixed Income

On My Mind: Don’t bank on it

Financial markets seem to have returned to trying to time a dovish Federal Reserve turn, but Franklin Templeton Fixed Income CIO Sonal Desai says with a tight labor market and inflation running at 5%-6%—don’t bank on it.

Sonal Desai, Ph.D. | March 22, 2023

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