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

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.

Notes from the Trading Desk – Europe

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

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

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.

Muni bond update: Credit quality still looks strong

While 2023 has started on shaky ground for the municipal bond market, there are reasons to be optimistic for more stability ahead, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research. She explains why California’s issues don’t reflect all states, and offers reasons for optimism

Notes from the Trading Desk – Europe

To start the week, focus will be on headlines from the China’s National People's Congress. Through the course of the week there are some a number of macro data points to watch out for, but the February US employment report, out on Friday, will be the key focus.

Active fixed income ETFs in the spotlight

Given challenging market conditions, it looks like the time for active fixed income ETFs to shine, according to Jason Xavier, Head of EMEA ETF Capital Markets. He explains why he sees more growth in this area.

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Dimensions & Insights: The US$1.7 trillion economic bloc that many miss

Filling consumers’ needs can bridge communities with entrepreneurs and companies, but biases can cause missed opportunities. Chief Diversity Officer Regina Curry discusses the increasing financial strengths of Black and African American communities, a projected US $1.7 trillion economic bloc in 2030. Companies and entrepreneurs will find that serving Black and African American consumers, investors, and communities will cultivate markets that may seem invisible.

Notes from the Trading Desk – Europe

Last week was tricky for equity markets, which lost ground on fears inflation was proving stickier than anticipated and central banks would keep rates higher for longer as a result.