Beyond Bulls & Bears

Meet the Manager: Lloyd Nemerever
Fixed Income

Meet the Manager: Lloyd Nemerever

Having a degree in mathematics and an interest in improving processes has led Lloyd Nemerever, Head of Municipal Bonds SMA Strategies, to a successful career in investment management. Find out about innovations in the municipal bond market space that Lloyd is excited about and get to know more about him in this Q&A.

US economy: Ending 2023 on an unexpected high
Fixed Income

US economy: Ending 2023 on an unexpected high

US gross domestic product surprised to the upside in the fourth quarter of 2023, primarily led by US consumers and the government. Franklin Fixed Income Economist Nikhil Mohan sees the growth mix remaining largely the same in 2024.

ECB in little rush to cut rates
Fixed Income

ECB in little rush to cut rates

The European Central Bank left interest rates unchanged, without conveying any urgency to start cutting rates in the next few months. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, weighs in on the implications for investors—and why lengthening duration may make sense.

On My Mind: Catch me if you can—Markets outrun the Fed
Fixed Income

On My Mind: Catch me if you can—Markets outrun the Fed

The Federal Reserve has fueled market conviction that the good old days of extremely low interest rates and abundant liquidity are soon to return. Our Franklin Templeton Fixed Income CIO Sonal Desai sees this reaction as an excess of dovish enthusiasm that sets the stage for more volatility. She shares her latest insights on the policy outlook and the implications for investors.

2024 municipal bond market outlook: Increased optimism for the year ahead
Fixed Income

2024 municipal bond market outlook: Increased optimism for the year ahead

A year of significant monetary policy tightening is coming to a close, making Franklin Templeton Fixed Income optimistic about muni bonds in the year ahead. Get the team’s 2024 muni-bond outlook.

On My Mind: Miracle on 20th Street
Fixed Income

On My Mind: Miracle on 20th Street

Markets cheered a “dovish” December Federal Reserve meeting, seen as an early gift to investors. But has the battle against inflation been won? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.

Growing green: Cultivating a sustainable future through an ecosystem service valuation
Fixed Income

Growing green: Cultivating a sustainable future through an ecosystem service valuation

The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.

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.

Portfolio construction for alpha generation and risk mitigation
Fixed Income

Portfolio construction for alpha generation and risk mitigation

In this period of higher interest rates, the quest to capture alpha and mitigate risk in corporate credit requires a more refined approach. Josh Lohmeier of Franklin Templeton Fixed Income uncovers a dynamic portfolio construction process that is adaptable to various kinds of investors and repeatable in different types of environments.

Sustainable Resource Nexus: Analyzing the convergence of food-water-energy on financial markets
Fixed Income

Sustainable Resource Nexus: Analyzing the convergence of food-water-energy on financial markets

Franklin Templeton Fixed Income’s Ashley Allen and Bryant Dieffenbacher discuss sustainable investing and what the convergence of food, water and energy means for investors.

Quick Thoughts: Investment Ideas—Is the Muni Comeback Still in the Making?
Fixed Income

Quick Thoughts: Investment Ideas—Is the Muni Comeback Still in the Making?

Making the case for municipal bonds today with Stephen Dover, Head of Franklin Templeton Institute.

What’s next for gilts and the United Kingdom?
Fixed Income

What’s next for gilts and the United Kingdom?

Gilt prices have been struggling this past year due to surging inflation and interest-rate increases. David Zahn, Franklin Templeton Fixed Income’s Head of European Fixed Income, shares his outlook for the UK economy and why he thinks now is a good time to consider investing in gilts.