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    Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?
    Multi-Asset

    Student loan forgiveness plan and Inflation Reduction Act: Are these new policies inflationary or deflationary?

    Inflation is top of mind for consumers and market participants. In the United States, many are questioning whether student loan forgiveness will make inflation worse, and if the recently passed “Inflation Reduction Act” will offer relief. Franklin Templeton Investment Solutions’ Gene Podkaminer and Spencer Walling weigh in on whether these new policies will worsen the current inflationary environment, or prove to provide a deflationary impulse for the economy.

    Gene Podkaminer, CFA | September 23, 2022
    Inflation hedges: Fact and fantasy
    Multi-Asset

    Inflation hedges: Fact and fantasy

    Equity markets have clearly taken notice of rising inflation—and not in a good way. Here, Gene Podkaminer and Chris Ratkovsky of Franklin Templeton Investment Solutions explore how different investments have performed during various inflation scenarios, which strategies or asset classes might provide an inflation hedge, and whether a “soft landing” economic scenario is possible.

    Gene Podkaminer, CFA | August 22, 2022
    Credit: This Time Is Different?
    Fixed Income

    Credit: This Time Is Different?

    Credit market volatility this year has been extreme. The Franklin Templeton Investment Solutions team looks back at history to see what to expect from certain fixed income asset classes, noting that history may not repeat. They also examine the likelihood of recession and its possible severity.

    Gene Podkaminer, CFA | May 17, 2022
    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.

    Wylie Tollette, CFA | May 17, 2022
    Managing Challenges in US Equity and Fixed Income Markets Today
    Multi-Asset

    Managing Challenges in US Equity and Fixed Income Markets Today

    Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amidst a rising interest rate environment and deceleration in growth. With this changing backdrop, Franklin Templeton Investment Solutions’ Ed Perks shares his latest outlook and the investment opportunities he sees across asset classes.

    Edward D. Perks, CFA | May 11, 2022
    Peering Around the (Yield) Curve
    Multi-Asset

    Peering Around the (Yield) Curve

    The US Treasury yield curve momentarily inverted. Franklin Templeton Investment Solutions investigates what this implies for recession risk, growth momentum, and equity prices.

    Gene Podkaminer, CFA | May 04, 2022
    Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?
    Multi-Asset

    Should Investors “Buy the Dip” in a Time of Geopolitical Crisis?

    Many market pundits have advocated a strategy of “buying the dip” after significant selloffs, but does it always make sense to do so? Franklin Templeton Investment Solutions’ Gene Podkaminer and Miles Sampson explore market reactions to geopolitical events and caution against celebrating the success of this strategy too soon.

    Gene Podkaminer, CFA | April 13, 2022
    Russia-Ukraine War Heightens Supply Chain and Inflation Woes
    Multi-Asset

    Russia-Ukraine War Heightens Supply Chain and Inflation Woes

    The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.

    Gene Podkaminer, CFA | March 15, 2022
    Asset Class Implications of the Russia-Ukraine Conflict
    Equity

    Asset Class Implications of the Russia-Ukraine Conflict

    Russia has invaded Ukraine. Our Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. If the conflict remains protracted, it may produce a “low growth, high inflation” environment, in which case nimble management and keen attention to policy responses will be required.

    Gene Podkaminer, CFA | February 25, 2022
    The Fed: Walking a Tightrope in 2022
    Multi-Asset

    The Fed: Walking a Tightrope in 2022

    The US Federal Reserve is walking a tightrope—if it acts too quickly it risks hampering growth and market volatility, but if it acts too slowly it risks spiraling price increases. Franklin Templeton Investment Solutions weighs in on the Fed’s dilemma. They provide their monetary policy expectations and offer insight into investments they currently favour in their portfolios—and ones they don’t.

    Gene Podkaminer, CFA | January 28, 2022
    Japan: A New Quiver of Arrows?
    Multi-Asset

    Japan: A New Quiver of Arrows?

    With a new Prime Minister taking the helm in Japan, what does the future hold? Franklin Templeton Investment Solutions’ Gene Podkaminer and members of the research team take a look at both local and global trends influencing Japan—and why investors should pay more attention to the country.

    Gene Podkaminer, CFA | November 17, 2021