Beyond Bulls & Bears

Meet the manager: Wylie Tollette
Perspectives

Meet the manager: Wylie Tollette

Discovering commodity futures markets while pursuing his degree in agricultural economics, Franklin Templeton Investment Solutions’ new Chief Investment Officer Wylie Tollette has continued to grow from the different job and educational experiences he’s had over the years. In his current role, he is most excited about the democratization of private assets and helping his team succeed. In this Q&A, we get to know more about Wylie.

Notes from the Trading Desk – Europe
Perspectives

Notes from the Trading Desk – Europe

This year has been a bit of a bloodbath for investors, apart from those who are weighted towards energy. This is leading many investors to chase performance into year-end.

Quick thoughts: Investing for the next decade
Perspectives

Quick thoughts: Investing for the next decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West. Stephen Dover shares some key takeaways from the forum.

Evolution & revolution: Five technology megatrends impacting society
Perspectives

Evolution & revolution: Five technology megatrends impacting society

Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services:

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

With the US Thanksgiving holiday, all the US macro data is out Monday-Wednesday, including the Fed meeting minutes, which will be a focus. In Asia, COVID-19 cases are on the rise in China, so this is a dynamic to keep a close eye on.

Quick thoughts: De-globalization—Myth or reality?
Perspectives

Quick thoughts: De-globalization—Myth or reality?

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

Franklin Templeton ETF Capital Markets iView: A conversation with Senior Trader Andrew Black, Edinburgh
Perspectives

Franklin Templeton ETF Capital Markets iView: A conversation with Senior Trader Andrew Black, Edinburgh

Head of EMEA ETF Capital Markets at Franklin Templeton, Jason Xavier, sits down with Andrew Black, a senior multi-asset trader in our Edinburgh office, to talk about trading ETFs in this interview, as part of our new “iView” series.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The G20 summit in Bali will be a key focus for markets this week. Leaders will meet on Tuesday and Wednesday. Geopolitical tensions, the war in Ukraine and inflation levels are expected to be the hot topics at the summit. Outside of that, inflation prints in Europe throughout the week will be closely watched.

Quick thoughts: The search for hidden opportunities
Multi-Asset

Quick thoughts: The search for hidden opportunities

What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more? Stephen Dover, head of Franklin Templeton Institute, provides some insights gathered from our investment experts.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The next two weeks could be key for setting the tone into year end. There are several central bank meetings this week, including the Reserve Bank of Australia, Fed, Norges Bank and Bank of England. Wednesday’s Fed interest-rate decision and statement will likely be the key event of the week.

UK vs. US pensions: The risks of derivatives-led LDI approach
Perspectives

UK vs. US pensions: The risks of derivatives-led LDI approach

It is unlikely that US corporate defined benefit (DB) pensions will have to face liquidity issues like those UK DB pensions recently witnessed, primarily because of their different approach to valuing liabilities, varying use of derivatives/leverage, and therefore a different investment style of liability-driven investing (LDI), according to Franklin Templeton Fixed Income’s Tom Meyers.