Beyond Bulls & Bears

On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies
Multi-Asset

On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies

Ed Perks, CIO of Franklin Templeton Investment Solutions, outlines what factors should likely support economic growth, how he views inflation, why US equities remain attractive, and where income-seeking investors should look for potential opportunities.

Quick Thoughts: Sourcing Income in Bonds, Real Estate, and Multi-Asset Solutions
Perspectives

Quick Thoughts: Sourcing Income in Bonds, Real Estate, and Multi-Asset Solutions

Sir John Templeton famously said that “this time is different” are the four most dangerous words for investors. However, today’s world appears to be truly different, and with that in mind, our Chief Market Strategist, Stephen Dover, brought together Mark Lindbloom, Portfolio Manager, Western Asset; Onay Payne, Portfolio Manager, Clarion Partners; and Ed Perks, CFA, Chief Investment Officer, Franklin Templeton Investment Solutions to discuss and share perspectives on the recovery, growth, and current opportunities for income.

PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth
Perspectives

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth

Multiple leadership and diverse views steer how we invest in our global economy. Our recent macroeconomic investment roundtable with three of our autonomous investment managers found commonalities and disagreements on the path for global economic growth. All agreed that global growth will be significant this year, but there is some disagreement as to how persistent it will be. Our Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
Alternatives

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Our latest "Talking Markets" podcast examines post-pandemic shifts in priorities and behaviors for companies and investors using environmental, social, and corporate governance strategies.

K2 Advisors Second Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Second Quarter Hedge-Fund Strategy Outlook

With a broad-based economic reopening coming closer into focus, investors are planning for the next stage in the cycle. Our K2 Advisors team believes geographical, asset class and sector rotations will be key to driving returns over the next 12 months. Brooks Ritchey and Robert Christian provide the team’s second quarter hedge-fund strategy outlook.

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation
Alternatives

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation

We recently assembled a panel to discuss the European Union’s Sustainable Finance Disclosure Regulation, which represents part of a plan to reorient capital towards a more sustainable economy, to mainstream sustainability into risk management, and foster transparency. Here, we share highlights from the panel.

PODCAST: Putting Inflation Concerns in Perspective
Perspectives

PODCAST: Putting Inflation Concerns in Perspective

In our latest "Talking Markets" podcast, Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.

PODCAST: Capturing Income in the Current Market Environment
Multi-Asset

PODCAST: Capturing Income in the Current Market Environment

Ed Perks, chief investment officer with Franklin Templeton Investment Solutions, talks about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.

Short-Term Uncertainties as COVID-19 Cases Spike
Multi-Asset

Short-Term Uncertainties as COVID-19 Cases Spike

As regional lockdowns loom in light of a renewed spike in coronavirus cases, the near-term outlook may be a bit bumpy, says Gene Podkaminer, Head of Research at Franklin Templeton Investment Solutions. He explores the potential market implications of renewed lockdowns and comments on how vaccine availability might affect a future economic recovery.

US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk
Multi-Asset

US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk

As investors await the US presidential election’s final outcome, our Head of Equities Stephen Dover joined Franklin Templeton Investment Solutions’ Gene Podkaminer to discuss why they think it is increasingly vital for a divided US Congress to provide additional fiscal stimulus to get the US economy back on track amid the COVID-19 pandemic. They also share their views on how certain macroeconomic factors, such as inflation and growth, as well as fiscal and monetary policy, could affect potential investments across global asset classes.

Water Disruption: Investment Risk from Multiple Angles
Perspectives

Water Disruption: Investment Risk from Multiple Angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. Water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.