Beyond Bulls & Bears

US equities: Opportunities amid turbulence
Equity

US equities: Opportunities amid turbulence

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.

Re-examining Japan’s economy
Perspectives

Re-examining Japan’s economy

Can Japan spur political and economic policy reforms in the aftermath of former Prime Minister Shinzo Abe’s tragic demise, and the subsequent electoral victory for his ruling coalition? Dina Ting, our Head of Index Portfolio Management, shares her views on market drivers.

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market
Equity

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market

In our latest "Talking Markets" podcast, Jeff Schulze of ClearBridge Investments shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States.

PODCAST: Looking beneath the surface of monetary policy tightening
Perspectives

PODCAST: Looking beneath the surface of monetary policy tightening

Thought leaders from Franklin Templeton and our specialist investment managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. 

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Franklin Templeton’s Notes from the Trading Desk offers a weekly overview of what our professional traders and analysts are watching in the markets. The European desk is manned by eight professionals based in Edinburgh, Scotland, with an average of 15 years of experience whose job it is to monitor the markets around the world. Their views are theirs alone and are not intended to be construed as investment advice.

Turbulence ahead
Perspectives

Turbulence ahead

The US Fed just made the biggest interest-rate increase since 1994. Should we be worried? Stephen Dover, Head of Franklin Templeton Institute, discusses the rising risk of a recession.

Food innovation and sustainability
Perspectives

Food innovation and sustainability

According to Anne Simpson, Franklin Templeton’s Global Head of Sustainability, feeding a growing global population in the midst of climate change, geopolitical shocks, and uncertainty over the coming decades requires innovation in food and agricultural technologies. Understanding investment and impact is what sustainability is all about: taking care of people, the planet and prosperity.

The future of food is technology
Perspectives

The future of food is technology

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Head of the Institute, Stephen Dover, looks at the future of food and the innovation and technology that will be needed to safely produce and distribute the food we need from the perspective of an investor.

ECB jumps on the bandwagon to start hiking rates
Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

Highlighting ETF liquidity during times of stress
Perspectives

Highlighting ETF liquidity during times of stress

The stressful events markets have faced this year have led to questions about ETF liquidity. Jason Xavier, Head of EMEA ETF Capital Markets, explores the subject.

Quick thoughts: Navigating uncertainty in a rapidly changing world
Perspectives

Quick thoughts: Navigating uncertainty in a rapidly changing world

Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.

Making the case for municipal bonds despite recent volatility
Fixed Income

Making the case for municipal bonds despite recent volatility

The first half of the year has so far been challenging for investors in municipal bonds. Ben Barber, Director, Municipal Bonds, Franklin Templeton Fixed Income, shares his latest outlook and reasons for optimism.