Beyond Bulls & Bears

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth
Perspectives

Quick Thoughts: Why Our Managers Disagree on Inflation, Rates, and Growth

Multiple leadership and diverse views steer how we invest in our global economy. Our recent macroeconomic investment roundtable with three of our autonomous investment managers found commonalities and disagreements on the path for global economic growth. All agreed that global growth will be significant this year, but there is some disagreement as to how persistent it will be. Our Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.

On My Mind: Investment Strategies for a Booster-Shot Recovery
Fixed Income

On My Mind: Investment Strategies for a Booster-Shot Recovery

Our Fixed Income CIO Sonal Desai shares her investment views and strategies for the post-pandemic recovery. She explains why inflation looks likely to gain steam, and how the balance of fundamentals and valuations become especially crucial today when looking for attractive returns in fixed income. The Franklin Templeton-Gallup Economics of Recovery Study supports her bullish view for the global economy, and highlights how policymakers need to intensify their efforts to boost vaccine acceptance.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

COVID-19 and the economic impact of prolonged lockdowns continues to be a driver for Europe’s markets. However, many market observers remain positive on economic outlook, particularly in the United States.

India Isn’t Just Another BRIC In The Wall

India Isn’t Just Another BRIC In The Wall

The worst of India’s prolonged slowdown seems to be in its rear-view mirror: We believe growth is likely to revert to long-term trends in the near to medium term.

Will U.S. Fiscal Loose Ends Cause the Markets to Unravel?

Will U.S. Fiscal Loose Ends Cause the Markets to Unravel?