Beyond Bulls & Bears - 16/41 - Perspective From Franklin Templeton Investments

Alternatives

Alts Angle: Disruption creates opportunities

The collapse of Silicon Valley Bank will likely lead to tighter credit conditions as banks pull back from lending. Private credit managers are poised to fill the void that banks have left, and can negotiate favorable terms, according to Franklin Templeton Institute’s Tony Davidow.

Tony Davidow, CIMA® | June 05, 2023

Equity

Notes from the Trading Desk – Europe

Inflation appears to be continuing to cool in the eurozone. Whilst some European Central Bank (ECB) officials welcomed it, they did continue to push the hawkish messaging last week. Comments suggest officials are still committed to a June hike, and there remains a strong possibility of a hike in July too, as they continue to fight inflation.

June 05, 2023

Alternatives

Alts Angle: Rethinking retirement with alternative investments

After a challenging 2022, many advisors and investors began to question their traditional retirement approach to investing. Tony Davidow, Senior Alternative Investment Strategist with Franklin Templeton Institute, illustrates the potential impact of adding alternative investments to pursue growth and income—as well as seek to dampen volatility—during the accumulation and distribution phases of retirement.

Tony Davidow, CIMA® | June 02, 2023

Perspectives

Quick Thoughts: The tapestry of debt and what we need to do to unravel it

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA | May 26, 2023

Equity

UK equities—shifting to a more positive narrative

UK equities have fallen out of fashion in recent years—not helped by a slew of negative headlines. However, Martin Currie’s Ben Russon believes it is time to change the narrative to a more positive one, and shares the reasons for his optimism.

Ben Russon | May 26, 2023

Fixed Income

Tumultuous times: Understanding the macroeconomic landscape

Fixed income sectors that eliminate credit risk seem to be pricing in a recession while sectors willing to take credit risk seem to be much more optimistic. Franklin Templeton Fixed Income CIO Sonal Desai and Portfolio Manager Rick Klein tell us what they think these diverging views imply.

Sonal Desai, Ph.D. | May 25, 2023

Fixed Income

An overview of US state budgets and municipal bonds

As COVID-era funding boosts come to a close, US state and local governments are facing some challenges. However, they have many tools with which to tackle them, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Research, Municipal Bonds. She provides her latest outlook.

Jennifer Johnston | May 23, 2023

Equity

Notes from the Trading Desk – Europe

The clock continues to count down to the US Federal government’s debt default deadline.

May 22, 2023

Multi-Asset

Quick Thoughts: What to do when stuff happens

When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspective on how to turn volatility into opportunity.

Stephen H. Dover, CFA | May 18, 2023

Equity

Age of AI

Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth. Grant Bowers, portfolio manager with Franklin Equity Group, offers a unique perspective of the challenges and benefits of this evolving and disruptive technology.

Grant Bowers | May 17, 2023

Equity

Notes from the Trading Desk – Europe

The US debt ceiling deadline looms, and bipartisan talks failed to yield much progress. The two sides remain far apart in terms of resolving the potential crisis. Treasury Secretary Janet Yellen has warned the federal government could default as soon as 1 June, and that this could undermine the US and global economy.

May 15, 2023

Perspectives

Quick Thoughts: Preparing for a pause

There is a disconnect between the Fed’s message regarding taking a pause in hiking interest rates this year and the market’s expectations of rate cuts. Stephen Dover, Head of Franklin Templeton Institute, shares the views of the company’s investment leaders regarding the likely path for interest rates as well as how investors can best position themselves in this uncertain environment.

Stephen H. Dover, CFA | May 11, 2023