Beyond Bulls & Bears

Dimensions & Insights: AI’s transformative impact—broadening financial inclusion
Perspectives

Dimensions & Insights: AI’s transformative impact—broadening financial inclusion

AI is set to revolutionize the financial sector, not only in terms of efficiency and profitability, but also in terms of enhancing diversity, equity and inclusion. Regina Curry, Franklin Templeton’s Chief Diversity Officer, recently talked with Deep Ratna Srivastav, Franklin Templeton’s Head of AI & Digital Transformation, about the ways AI can democratize financial services and foster greater financial inclusion. The following article is a summary of their conversation.

Uncovering income opportunities
Perspectives

Uncovering income opportunities

Inflation is cooling but the journey to the Fed's target is tough. Meanwhile, the labor market has steadied, hinting at less aggressive Fed rate cuts. Insights on the market implications from Franklin Income Investors CIO Ed Perks.

Quick Thoughts: GOP clean sweep? What it might mean for markets
Perspectives

Quick Thoughts: GOP clean sweep? What it might mean for markets

With the 2024 US election a focal point for investors, Franklin Templeton Institute’s Stephen Dover outlines the possible economic and market impacts of a Republican ”clean sweep” in November.

PODCAST Anatomy of a Recession Update: Economic growth ahead?
Perspectives

PODCAST Anatomy of a Recession Update: Economic growth ahead?

We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.

Quick Thoughts: Surprise in France—What are the implications?
Equity

Quick Thoughts: Surprise in France—What are the implications?

A major shift is happening in France, as the left-wing unity prevails in the Assembly elections, signaling potential changes ahead. Here’s a look at how this could reshape France's political and economic landscape, from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: French first-round elections
Perspectives

Quick Thoughts: French first-round elections

Thoughts on the first round of the French elections and why governing France will likely prove challenging from Franklin Templeton Institute’s Stephen Dover.

PODCAST Global Investment Management Survey: Our collective forecast
Perspectives

PODCAST Global Investment Management Survey: Our collective forecast

Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.

What’s next for India’s economic ascent?
ETFs

What’s next for India’s economic ascent?

Despite political uncertainties following India’s recent elections, the country’s vibrant democracy, strategic policy reforms and burgeoning market present a compelling narrative of resilience and potential, according to Franklin Templeton’s Dina Ting. She sheds light on the unique opportunities that lie ahead for India in reinforcing its stature as a global economic contender.

Quick Thoughts: Rate cuts will come—eventually
Perspectives

Quick Thoughts: Rate cuts will come—eventually

At its recently concluded meeting, the Federal Open Market Committee left the fed funds rate unchanged and issued a hawkish message. Franklin Templeton Institute discusses the changes in the Fed’s expected timing for possible future rate cuts.

Equities near all-time highs—Where do we go from here?
Multi-Asset

Equities near all-time highs—Where do we go from here?

As equity markets near all-time highs, Franklin Templeton Investment Solutions believes that equity overbought signals have emerged. They examine forward equity returns after being at, and near, historical peaks, and what these outcomes could mean for allocating between stocks and bonds.

Quick Thoughts: What happens when election results are unexpected?
Emerging Markets

Quick Thoughts: What happens when election results are unexpected?

South Africa, Mexico and India all had unexpected election results. Find out what this means for the markets from Franklin Templeton Institute’s Stephen Dover and Kim Catechis.

India elections: reduced BJP majority, but growth remains the focus
Emerging Markets

India elections: reduced BJP majority, but growth remains the focus

Regarding India’s elections, is important to focus on the long term, and our Emerging Markets Equity team does not anticipate significant policy changes in Modi’s likely third term.