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.

Quick Thoughts: The Fed—quantitative tightening or quantitative easing?
Perspectives

Quick Thoughts: The Fed—quantitative tightening or quantitative easing?

Can the Fed balance its objective of fighting inflation—and help save banks in turmoil? Stephen Dover, Head of Franklin Templeton Institute, opines.

On My Mind: Don’t bank on it
Fixed Income

On My Mind: Don’t bank on it

Financial markets seem to have returned to trying to time a dovish Federal Reserve turn, but Franklin Templeton Fixed Income CIO Sonal Desai says with a tight labor market and inflation running at 5%-6%—don’t bank on it.

Quick Thoughts: Silicon Valley Bank failure ripples through the market
Perspectives

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.

On My Mind: Fed to markets—keep dancing
Fixed Income

On My Mind: Fed to markets—keep dancing

Markets think the war against inflation has been won—and the Fed seems to believe it too—but has it? Franklin Templeton Fixed Income CIO Sonal Desai analyzes the latest data in light of the Federal Reserve policy meeting and examines whether a “painless landing” is possible.

On my mind: Rollercoaster ride to reality
Fixed Income

On my mind: Rollercoaster ride to reality

We are witnessing a major shift in the fixed income investment environment. Franklin Templeton Fixed Income CIO Sonal Desai assesses the role of global and country-specific driving forces, and shares her views on the investment opportunities ahead.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Last week saw some extreme moves in equity markets as investors digested several central bank announcements, most notably the Federal Reserve meeting on Wednesday. In Ukraine, the Russian advance in the east made marginal gains, and with no mention of peace talks anymore, a long, drawn-out campaign into the summer seems probable. The impact of this on commodity and food prices is clear.

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
Fixed Income

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession? Stephen Dover, Head of Franklin Templeton Investment Institute, sat down with Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai and Western Asset Portfolio Manager and Research Analyst John Bellows to discuss the investment landscape considering today’s geopolitical and economic challenges.