Beyond Bulls & Bears

Quick Thoughts: GOP clean sweep? What it might mean for markets
Perspectives

Quick Thoughts: GOP clean sweep? What it might mean for markets

With the 2024 US election a focal point for investors, Franklin Templeton Institute’s Stephen Dover outlines the possible economic and market impacts of a Republican ”clean sweep” in November.

Quick Thoughts: Surprise in France—What are the implications?
Equity

Quick Thoughts: Surprise in France—What are the implications?

A major shift is happening in France, as the left-wing unity prevails in the Assembly elections, signaling potential changes ahead. Here’s a look at how this could reshape France's political and economic landscape, from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: French first-round elections
Perspectives

Quick Thoughts: French first-round elections

Thoughts on the first round of the French elections and why governing France will likely prove challenging from Franklin Templeton Institute’s Stephen Dover.

Alternative Allocations: The democratization of private markets
Alternatives

Alternative Allocations: The democratization of private markets

While the evolution of registered funds has helped to democratize access to the private markets, they haven’t replaced the first-generation drawdown structure. Find out more from Franklin Templeton Institute’s Tony Davidow.

Quick Thoughts: Rate cuts will come—eventually
Perspectives

Quick Thoughts: Rate cuts will come—eventually

At its recently concluded meeting, the Federal Open Market Committee left the fed funds rate unchanged and issued a hawkish message. Franklin Templeton Institute discusses the changes in the Fed’s expected timing for possible future rate cuts.

Alternative Allocations: Opportunities and allocating to alternatives
Alternatives

Alternative Allocations: Opportunities and allocating to alternatives

Franklin Templeton Institute’s Tony Davidow discusses the appeal of private markets and allocating capital with Ben Webb of Balentine Investments.

Quick Thoughts: What happens when election results are unexpected?
Emerging Markets

Quick Thoughts: What happens when election results are unexpected?

South Africa, Mexico and India all had unexpected election results. Find out what this means for the markets from Franklin Templeton Institute’s Stephen Dover and Kim Catechis.

Quick Thoughts: When it comes to US elections, it’s the economy—perhaps
Perspectives

Quick Thoughts: When it comes to US elections, it’s the economy—perhaps

Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.

Alternative Allocations: Democratizing alternative investments in today’s market
Alternatives

Alternative Allocations: Democratizing alternative investments in today’s market

Franklin Templeton Institute’s Tony Davidow discusses democratization of alternative investments and the lessons learned from institutions that have historically used alternatives with Matt Brown, Founder and CEO of CAIS.

Quick Thoughts: Spring cleaning
Multi-Asset

Quick Thoughts: Spring cleaning

Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: Fed hawks will fly lower—eventually
Perspectives

Quick Thoughts: Fed hawks will fly lower—eventually

Although there were no huge surprises coming out of the recent Fed meeting, it may have provided hints on what the FOMC is thinking about future monetary policy changes. Franklin Templeton Institute analyzes the Fed’s statement and press conference.

Alternative Allocations: Due diligence meetings
Alternatives

Alternative Allocations: Due diligence meetings

How and why more advisors are tapping into alternatives—Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute, shares insights from a recent gathering.