Beyond Bulls & Bears

ECB begins what may be a slow cutting cycle
Fixed Income

ECB begins what may be a slow cutting cycle

The European Central Bank cut its key benchmark interest rate by 0.25%, while indicating that its future moves will depend on incoming financial and economic data. David Zahn, Franklin Templeton’s Head of European Fixed Income, shares why he thinks the ECB will likely move slowly and discusses the implications for investors.

Quick Thoughts: Kicking the can down the road
Equity

Quick Thoughts: Kicking the can down the road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

Quick Thoughts: Preparing for a pause
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.

Fed pause won’t save the day
Multi-Asset

Fed pause won’t save the day

If the Fed pauses, will that revive risk assets? Tom Nelson and Miles Sampson of Franklin Templeton Investment Solutions weigh in on the investment implications of the latest US central bank actions.