Beyond Bulls & Bears

Quick Thoughts: US employment insights and implications for investors
Perspectives

Quick Thoughts: US employment insights and implications for investors

Fed Chair Jerome Powell’s latest message on monetary policy signals readiness for rate cuts—Franklin Templeton Institute’s Stephen Dover explains the implications for investors.

Alternative Allocations: Alternative Investment Outlook
Alternatives

Alternative Allocations: Alternative Investment Outlook

Franklin Templeton’s Tony Davidow discusses the impact of various factors on traditional and alternative investments, highlighting the challenges and opportunities in private commercial real estate, private credit, and private equity.

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
Fixed Income

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

Quick thoughts: Navigating uncertainty in a rapidly changing world
Perspectives

Quick thoughts: Navigating uncertainty in a rapidly changing world

Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy
Perspectives

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like. Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, Brandywine Global’s Director of Global Macro Research Francis Scotland, and Templeton Global Macro’s Chief Investment Officer Dr. Michael Hasenstab join Head of Franklin Templeton Investment Institute Stephen Dover for a discussion on the current investment landscape.

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
Fixed Income

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession? Stephen Dover, Head of Franklin Templeton Investment Institute, sat down with Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai and Western Asset Portfolio Manager and Research Analyst John Bellows to discuss the investment landscape considering today’s geopolitical and economic challenges.

Quick Thoughts: Ukraine, Russia, and the Path Forward
Perspectives

Quick Thoughts: Ukraine, Russia, and the Path Forward

Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, recently shared his thoughts around the situation in Ukraine and the implications for the global economy and capital markets. Here are some highlights of his views.

Quick Thoughts: On Central Banks and Volatility
Perspectives

Quick Thoughts: On Central Banks and Volatility

Thoughts on recent global market volatility and potential central bank actions from our EMEA Investment Strategist, Kim Catechis, Franklin Templeton Fixed Income’s David Zahn, and Martin Currie’s Zehrid Osmani.

Quick Thoughts: On the US Markets and Volatility
Perspectives

Quick Thoughts: On the US Markets and Volatility

Stephen Dover, Head of the Franklin Templeton Investment Institute, recently sat down with colleagues Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Mark Lindbloom, Portfolio Manager for Western Asset, to discuss recent US market volatility. 

Quick Thoughts: The Inflation Debate
Perspectives

Quick Thoughts: The Inflation Debate

Disagreements about the outlook for inflation in the new year and beyond continue. Stephen Dover, Head of the Franklin Templeton Investment Institute, recently led a lively debate on the topic with Western Asset’s John Bellows and Franklin Templeton Fixed Income’s Sonal Desai.

PODCAST: A Tale of Two Real Estate Markets: US and China
Alternatives

PODCAST: A Tale of Two Real Estate Markets: US and China

Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has impacted real estate markets in the United States and China.

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?
Equity

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?

While “growth” and “value” have typically been seen as distinct styles, that type of thinking continues to evolve, according to our investment professionals. For Stephen Dover, Head of Franklin Templeton Investment Institute, the real issue is how to invest where you are best rewarded.