Beyond Bulls & Bears

Assessing equity volatility and recession risk: Is now the time to take action?
Multi-Asset

Assessing equity volatility and recession risk: Is now the time to take action?

Is it time to make changes to portfolio allocations due to the current equity market volatility? The Franklin Templeton Investment Solutions team discusses the factors driving the recent selloff, the probability of a recession in the United States and what their strategy is given market conditions.

Is high US equity-market concentration a reason to turn defensive?
Multi-Asset

Is high US equity-market concentration a reason to turn defensive?

Franklin Templeton Investment Solutions examines whether equity market concentration is a signal to reduce portfolio risk and if it makes sense to rotate within equities.

Equities near all-time highs—Where do we go from here?
Multi-Asset

Equities near all-time highs—Where do we go from here?

As equity markets near all-time highs, Franklin Templeton Investment Solutions believes that equity overbought signals have emerged. They examine forward equity returns after being at, and near, historical peaks, and what these outcomes could mean for allocating between stocks and bonds.

Evolving Fed expectations and asset-allocation implications
Multi-Asset

Evolving Fed expectations and asset-allocation implications

With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.

Where to add risk in multi-asset portfolios right now
Multi-Asset

Where to add risk in multi-asset portfolios right now

While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.

Copilot, not autopilot: How generative AI augments, but doesn’t replace active management
Perspectives

Copilot, not autopilot: How generative AI augments, but doesn’t replace active management

AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.

Running of the bulls
Multi-Asset

Running of the bulls

Equity markets have rallied since October, but the Franklin Templeton Investment Solutions team thinks markets have run ahead of both current and expected growth. Learn why—and what it may mean for investors.

Fed pause won’t save the day
Multi-Asset

Fed pause won’t save the day

If the Fed pauses, will that revive risk assets? Tom Nelson and Miles Sampson of Franklin Templeton Investment Solutions weigh in on the investment implications of the latest US central bank actions.

Valuations or earnings: Which is most important for equity returns in 2023?
Multi-Asset

Valuations or earnings: Which is most important for equity returns in 2023?

The Franklin Templeton Investment Solutions team examines the earnings outlook for 2023, and why it might make sense to be defensively positioned.

A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story
Multi-Asset

A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Meet the manager: Wylie Tollette
Perspectives

Meet the manager: Wylie Tollette

Discovering commodity futures markets while pursuing his degree in agricultural economics, Franklin Templeton Investment Solutions’ new Chief Investment Officer Wylie Tollette has continued to grow from the different job and educational experiences he’s had over the years. In his current role, he is most excited about the democratization of private assets and helping his team succeed. In this Q&A, we get to know more about Wylie.

Sustainability matters: The US prioritizes climate change
Multi-Asset

Sustainability matters: The US prioritizes climate change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.