Beyond Bulls & Bears - 12/42 - Perspective From Franklin Templeton Investments

Beyond Bulls & Bears

Perspectives

PODCAST Anatomy of a Recession update: Gradually, then suddenly

In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling-sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.

Jeffrey Schulze, CFA | July 14, 2023

Fixed Income

Navigating inflationary seas—a study of central banks in the United States, Europe and Asia

With inflation still front and center and tight labor markets, how will central banks react to the challenging market environment? Join the Franklin Templeton Fixed Income (FTFI) economists as they discuss their views on central banks’ strategies and formalized policies in the latest installment of the FTFI Fifteen—a video series designed to cover relative market topics in about 15 minutes.

Nikhil Mohan | July 12, 2023

Equity

Technology advancements driving opportunities in health care

Health care’s innovation-driven growth and inherent resilience makes it a natural fit for dividend growth investors, according to Franklin Equity Group.

Nick Getaz, CFA | July 11, 2023

Equity

Notes from the Trading Desk – Europe

This week US earnings season starts, with several banks reporting. Focus will be on loan default data, given the rising cost of debt. Recent data shows filings for bankruptcies rising, so something to keep an eye on.

July 10, 2023

Perspectives

Dimensions & Insights: How to drive innovation and growth from everywhere

Diversity, equity, and inclusion (DEI) practices drive growth and groundbreaking innovation. As business change accelerates, deploying intentional DEI actions develops diverse thinking and new ideas that can break new ground and build business resiliency. Chief Diversity Officer Regina Curry recently discussed these topics with Frans Johansson, CEO of The Medici Group, author of The Medici Effect, and entrepreneur; and Franklin Templeton Head of Digital Assets Roger Bayston. They believe diverse and intentional inclusion practices increase the capabilities of participants, communities, networks, and teams to solve ever-changing problems.

Regina Curry | July 05, 2023

Equity

Notes from the Trading Desk – Europe

Equity markets ended the first half of the year on a largely positive note, as investors shrugged off hawkish central banker comments. This week, markets will have an eye on the Australian central bank interest-rate decision and the minutes from the last Fed meeting, which will be released Wednesday.

July 03, 2023

Equity

International value investing makes a comeback

After years lagging the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.

Katrina S. Dudley, CFA | July 03, 2023

Alternatives

Alternative Allocations: Opportunities in commercial real estate

While the financial media has focused on the headwinds for commercial real estate and the challenges the office and retail sectors face, this narrative ignores the differences across sectors and the potential opportunities available in today’s market environment, according to Franklin Templeton Institute’s Tony Davidow.

Tony Davidow, CIMA® | June 28, 2023

Equity

Using avoided emissions to build the case for investing in climate change

Activities that help companies avoid emissions are an attractive investment opportunity, according to Templeton Global Equity Group Portfolio Manager Craig Cameron. By actively seeking opportunities to reduce emissions, he says investors can align themselves with sustainability goals that contribute to a low-carbon economy.

Craig Cameron, CFA | June 27, 2023

Equity

Notes from the Trading Desk – Europe

Last week, global equities retreated from recent highs. The European Central Bank’s global banking forum, the US Fed’s annual banking stress test, European Union CPI releases, China PMI and Japan CPI and Industrial Production reports could be key catalysts this week for the markets.

June 26, 2023

Equity

Notes from the Trading Desk – Europe

Global equities entered bull market territory last week. Investors took the weaker inflation data and the first Fed pause in a year as a positive, looking past Fed commentary about future rate hikes. Chinese stimulus hopes also helped to buoy global investor sentiment last week, with rhetoric suggesting further measures will be taken to boost China’s economy.

June 19, 2023

Alternatives

Alternative Allocations: The growth and diversification of secondaries

Secondary funds, commonly referred to as secondaries or continuation transactions, purchase existing interests from limited partners (LPs) or assets from primary private equity fund investors. Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow. Read more:

Tony Davidow, CIMA® | June 16, 2023

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