Beyond Bulls & Bears

Quick Thoughts: Spring cleaning
Multi-Asset

Quick Thoughts: Spring cleaning

Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: Fed hawks will fly lower—eventually
Perspectives

Quick Thoughts: Fed hawks will fly lower—eventually

Although there were no huge surprises coming out of the recent Fed meeting, it may have provided hints on what the FOMC is thinking about future monetary policy changes. Franklin Templeton Institute analyzes the Fed’s statement and press conference.

Meet the Manager: Joanne Driscoll
Perspectives

Meet the Manager: Joanne Driscoll

Morningstar has named Joanne Driscoll, Head of Short Term Liquid Markets for Franklin Templeton Fixed Income, one of its top female fund managers of 2024. Joanne recently joined Franklin Templeton following the company’s merger with Putnam Investments. Get to know more about Joanne in this Q&A.

Quick Thoughts: Checking the CIO pulse
Perspectives

Quick Thoughts: Checking the CIO pulse

So far this year, the US equity market has shown remarkable resilience and US inflation has remained sticky. Against this backdrop, a recent survey of our chief investment officers offers analyses and perspectives on key areas, such as Federal Reserve rate cut expectations, geopolitical risks, uncertain corporate earnings and opportunities in different asset classes.

Alternative Allocations: Evaluating alternatives
Alternatives

Alternative Allocations: Evaluating alternatives

In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.

Quick Thoughts: Do elections matter for markets?
Equity

Quick Thoughts: Do elections matter for markets?

The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.

Quick Thoughts: The Fed—Steady as she goes
Perspectives

Quick Thoughts: The Fed—Steady as she goes

Thoughts on the US monetary policy path ahead from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello.

Consider This: Canals are becoming chokepoints
Perspectives

Consider This: Canals are becoming chokepoints

The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.

Quick Thoughts: Demographics are not destiny
Perspectives

Quick Thoughts: Demographics are not destiny

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.

Quick Thoughts: Investment Ideas—Is cash at a tipping point?
Fixed Income

Quick Thoughts: Investment Ideas—Is cash at a tipping point?

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

Anatomy of a Recession update: Changes in our dashboard
Equity

Anatomy of a Recession update: Changes in our dashboard

The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.

Meet the Manager: Lloyd Nemerever
Fixed Income

Meet the Manager: Lloyd Nemerever

Having a degree in mathematics and an interest in improving processes has led Lloyd Nemerever, Head of Municipal Bonds SMA Strategies, to a successful career in investment management. Find out about innovations in the municipal bond market space that Lloyd is excited about and get to know more about him in this Q&A.