Beyond Bulls & Bears

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.

Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
Perspectives

Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future

As economies reopen from COVID-19 lockdowns, there have been fundamental shifts to daily life and work, as well as the investment landscape. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Dave Gilbert, Chief Investment Officer of Clarion Partners, discuss the changes they are seeing.

PODCAST: US Election Heightens Pandemic Uncertainty
Multi-Asset

PODCAST: US Election Heightens Pandemic Uncertainty

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their insights on the upcoming US election as well as the continued impact of the COVID-19 pandemic on investment and economic activity.

Still Looking for Alternatives? How about Real Assets?
Multi-Asset

Still Looking for Alternatives? How about Real Assets?

Ed Perks and Gene Podkaminer of Franklin Templeton's Multi-Asset Solutions team discuss the attractions of alternative assets that can offer natural portfolio diversification. Over a longer-term horizon, they continue to believe global stocks have greater performance potential than global bonds, or alternatives, but this outlook will not be reached along a smooth path.

PODCAST: Emerging Divergences in Economies and Financial Markets
Multi-Asset

PODCAST: Emerging Divergences in Economies and Financial Markets

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks at concerning factors in the United States, reasons for optimism in Europe, and early success in Asia managing the COVID-19 crisis.