Beyond Bulls & Bears

Attractive income opportunities for uncertain markets
Multi-Asset

Attractive income opportunities for uncertain markets

In a turnaround from last year, there is renewed interest in the fixed income asset class as yields have risen. Ed Perks, CIO of Franklin Income Investors, shares his analysis of recent macro developments and where he sees opportunities for income.

Discovering sources of alpha and diversification in fixed income
Fixed Income

Discovering sources of alpha and diversification in fixed income

In an economic environment characterized by rising interest rates and a forecasted slowdown, the fixed income asset class has emerged as a beacon of opportunity. Recently, Katie Klingensmith, Senior Vice President – Investment Strategist at Brandywine Global, moderated a panel of fixed income portfolio managers to explore these opportunities, discuss strategies to generate alpha and share their outlook as we approach the end of the year. Here are her key takeaways from this conversation.

Quick Thoughts: Don’t miss the return opportunity in fixed income
Perspectives

Quick Thoughts: Don’t miss the return opportunity in fixed income

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

On My Mind: The Long and Winding Road…
Fixed Income

On My Mind: The Long and Winding Road…

With inflation running at multi-decade highs, major central banks get ready to tighten monetary policy. Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai argues they are well behind the curve—and why she thinks markets still underestimate the long, volatile adjustment period that lies ahead.