Beyond Bulls & Bears

Quick Thoughts: From a deep dive into the banking sector
Perspectives

Quick Thoughts: From a deep dive into the banking sector

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute. The panel discussed the latest developments and investment implications—including a move to money market funds.

On My Mind: Don’t bank on it
Fixed Income

On My Mind: Don’t bank on it

Financial markets seem to have returned to trying to time a dovish Federal Reserve turn, but Franklin Templeton Fixed Income CIO Sonal Desai says with a tight labor market and inflation running at 5%-6%—don’t bank on it.

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year
Fixed Income

Quick Thoughts: Megatrends Accelerate—Webinar on navigating rates and risks of bonds’ comeback year

In the wake of recent banking shocks, the outlook for interest rates has shifted, as well as the landscape for fixed income investors. Stephen Dover, Head of Franklin Templeton Institute, offers highlights of a discussion with our investment teams on the opportunities and risks in the space.

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
Multi-Asset

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?

Banking turmoil continues to rattle the global markets and investor confidence. Where are investment opportunities? Stephen Dover offers insights from our latest panel discussion with investment leaders across asset classes.

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. As part of Templeton Global Equity Group, the European equity desk is manned by a team of professionals based in Edinburgh, Scotland, 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.

Quick Thoughts: The vital role of microchips on the global economy
Perspectives

Quick Thoughts: The vital role of microchips on the global economy

Semiconductor chips have become vitally important, influencing nearly every major segment of the global economy. Stephen Dover, Head of Franklin Templeton Institute, discusses trends in the microchip industry and considerations for investors now that the United States is backed by legislation and investment to maintain its leadership position.

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse
Equity

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Quick Thoughts: Banks and the butterfly effect—the global ramifications
Perspectives

Quick Thoughts: Banks and the butterfly effect—the global ramifications

Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem
Equity

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem

Why did Silicon Valley Bank fail? And what are the implications for investors? Stephen Dover, Head of Franklin Templeton Institute, provides his latest update on the unfolding situation.

Quick Thoughts: Silicon Valley Bank failure ripples through the market
Perspectives

Quick Thoughts: Silicon Valley Bank failure ripples through the market

Here’s an update on the latest news involving Silicon Valley Bank and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.

PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

2022 ESG engagement report
Fixed Income

2022 ESG engagement report

Transparency should be the bedrock of sustainable finance, while engagement is the essence of a transparent flow of information between issuers, investors and other market participants. Hear from David Zahn as he introduces Franklin Templeton Fixed Income's 2022 ESG engagement report. He believes that through our engagements, we are committing to the development of a sustainable finance ecosystem that delivers the best results for everyone involved.