Beyond Bulls & Bears

Quick thoughts: Investing for the next decade
Perspectives

Quick thoughts: Investing for the next decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West. Stephen Dover shares some key takeaways from the forum.

Quick thoughts: De-globalization—Myth or reality?
Perspectives

Quick thoughts: De-globalization—Myth or reality?

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit
Alternatives

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit

According to a recent webinar hosted by the Franklin Templeton Institute, private markets offer opportunities in the current challenging environment. Stephen Dover, head of Franklin Templeton Institute, shares his key takeaways from the webinar.

Quick thoughts: Midterms and markets
Multi-Asset

Quick thoughts: Midterms and markets

While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover. Read his thoughts on the US midterm elections.

Quick thoughts: The search for hidden opportunities
Multi-Asset

Quick thoughts: The search for hidden opportunities

What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more? Stephen Dover, head of Franklin Templeton Institute, provides some insights gathered from our investment experts.

Quick thoughts: End of a golden era for profits?
Equity

Quick thoughts: End of a golden era for profits?

If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends? Head of Franklin Templeton Institute, Stephen Dover, opines.

Quick thoughts: Arugula is the new popcorn—a conversation on food innovation
Perspectives

Quick thoughts: Arugula is the new popcorn—a conversation on food innovation

Feeding a growing global population requires innovation in food and agricultural technologies. Learn about how investors have a role to play.

Quick thoughts: Why the US dollar matters
Perspectives

Quick thoughts: Why the US dollar matters

Why is the US dollar so strong? And what does the strengthening dollar mean for investors, the global economy and inflation? Stephen Dover, Head of Franklin Templeton Institute, explains.

Turbulence ahead
Perspectives

Turbulence ahead

The US Fed just made the biggest interest-rate increase since 1994. Should we be worried? Stephen Dover, Head of Franklin Templeton Institute, discusses the rising risk of a recession.

The future of food is technology
Perspectives

The future of food is technology

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Head of the Institute, Stephen Dover, looks at the future of food and the innovation and technology that will be needed to safely produce and distribute the food we need from the perspective of an investor.

PODCAST: Making Sense of the Recent Market Selloffs
Perspectives

PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.