Beyond Bulls & Bears

Promoting a greener future: The power of sustainable investing
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.

Quick Thoughts: Positioning for a timely opportunity in munis
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.

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

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

Tumultuous times: Understanding the macroeconomic landscape
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.

An overview of US state budgets and municipal bonds
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.

Quick Thoughts: What to do when stuff happens
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.

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

Fed pause won’t save the day
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.

On My Mind: Don’t bank on it
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.

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year
Fixed Income

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year

In the wake of recent banking shocks, the outlook for interest rates has shifted, as well as the landscape for fixed income investors. Stephen Dover, Head of Franklin Templeton Institute, offers highlights of a discussion with our investment teams on the opportunities and risks in the space.

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
Multi-Asset

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?

Banking turmoil continues to rattle the global markets and investor confidence. Where are investment opportunities? Stephen Dover offers insights from our latest panel discussion with investment leaders across asset classes.