Beyond Bulls & Bears

What’s next for gilts and the United Kingdom?
Fixed Income

What’s next for gilts and the United Kingdom?

Gilt prices have been struggling this past year due to surging inflation and interest-rate increases. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares his outlook for the UK economy and why he thinks now is a good time to consider investing in gilts.

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.

ECB hikes rates—one more to come?
Fixed Income

ECB hikes rates—one more to come?

The European Central Bank hiked rates 50 basis points. Curious about what that means for investors? David Zahn, Head of European Fixed Income shares his thoughts.

Will Italy still have ECB support in wake of elections?
Fixed Income

Will Italy still have ECB support in wake of elections?

Our Head of European Fixed Income, David Zahn, weighs in on the potential market implications of the outcome of the recent Italian elections.

Liz Truss to be new British prime minister
Fixed Income

Liz Truss to be new British prime minister

David Zahn, Franklin Templeton's Head of European Fixed Income, offers some initial thoughts on the market implications of the election of new UK Prime Minister Liz Truss. 

Boris Johnson resigns: What’s next for markets?
Fixed Income

Boris Johnson resigns: What’s next for markets?

Our Head of European Fixed Income, David Zahn, weighs in on the market implications of the resignation of UK Prime Minister Boris Johnson.

ECB jumps on the bandwagon to start hiking rates
Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

Quick Thoughts: On Central Banks and Volatility
Perspectives

Quick Thoughts: On Central Banks and Volatility

Thoughts on recent global market volatility and potential central bank actions from our EMEA Investment Strategist, Kim Catechis, Franklin Templeton Fixed Income’s David Zahn, and Martin Currie’s Zehrid Osmani.