Franklin Income Investors - Beyond Bulls & Bears

Beyond Bulls & Bears

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.

Edward D. Perks, CFA | May 11, 2023

Multi-Asset

Outlook for US fixed income and equities amid tighter financial conditions

Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.

Edward D. Perks, CFA | February 13, 2023

Multi-Asset

Harnessing the power of duration

Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets. Ed Perks, CIO of Franklin Income Investors, analyzes the move higher for rates and spreads and shares his expectations for yields and total returns across the capital structure during 2023.

Edward D. Perks, CFA | December 13, 2022

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