Beyond Bulls & Bears

On My Mind: US elections—what’s next for the economy, markets and the Fed?
Fixed Income

On My Mind: US elections—what’s next for the economy, markets and the Fed?

President-elect Donald Trump’s policy proposals—including taxes, tariffs and a simplified regulatory regime—will likely mean stronger US economic growth and might reignite inflationary pressures. This supports Franklin Templeton Fixed Income CIO Sonal Desai’s long-held view that this monetary policy easing cycle will be shorter and more shallow than many financial market participants expect.

A continued focus on fixed income versus equities
Multi-Asset

A continued focus on fixed income versus equities

The longer-term risks of sticky inflation, monetary policy changes and slowing economic growth continue to challenge the markets. Within this uncertain backdrop, Franklin Income Investors’ Ed Perks shares his latest outlook and the investment opportunities he sees across fixed income and equities.