Beyond Bulls & Bears

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse
Equity

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Quick Thoughts: Banks and the butterfly effect—the global ramifications
Perspectives

Quick Thoughts: Banks and the butterfly effect—the global ramifications

Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem
Equity

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem

Why did Silicon Valley Bank fail? And what are the implications for investors? Stephen Dover, Head of Franklin Templeton Institute, provides his latest update on the unfolding situation.

Quick Thoughts: Silicon Valley Bank failure ripples through the market
Perspectives

Quick Thoughts: Silicon Valley Bank failure ripples through the market

Here’s an update on the latest news involving Silicon Valley Bank and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.

Quick Thoughts: Is normal really what we want?
Equity

Quick Thoughts: Is normal really what we want?

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.

Quick Thoughts: The dangers of inertia
Perspectives

Quick Thoughts: The dangers of inertia

What does the concept of inertia have to do with portfolio allocations? Head of Franklin Templeton Institute Stephen Dover explains.

Quick Thoughts: How to avoid making a unicorn skeleton
Multi-Asset

Quick Thoughts: How to avoid making a unicorn skeleton

Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.

Quick Thoughts: What to watch in 2023
Perspectives

Quick Thoughts: What to watch in 2023

Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.

Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society
Alternatives

Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society

“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms. Head of Franklin Templeton Institute Stephen Dover offers some perspective at the dawn of “Web3.”

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.