Beyond Bulls & Bears

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.

Fed Pivot Becomes Fed Prayer
Multi-Asset

Fed Pivot Becomes Fed Prayer

The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task. The Franklin Templeton Investment Solutions team opines on what to expect from the Fed and gauges whether it is already behind the curve.

Gold, Inflation and Geopolitical Tensions
Equity

Gold, Inflation and Geopolitical Tensions

Many investors see gold as a sort of haven in times of turmoil, and prices have surged amid Russia’s invasion of Ukraine. Franklin Equity Group Portfolio Manager Steve Land outlines how his team approaches investing in the metals sector, and why smaller gold producers in particular look appealing.

On My Mind: The Fed Takes the Red Pill
Fixed Income

On My Mind: The Fed Takes the Red Pill

The Fed struck a hawkish tone at its latest meeting, but Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes it still underestimates how far rates will likely need to rise—and so do the markets. She discusses what it will take to get inflation back under control, and how fixed income investors can position for the volatile rising-rate environment ahead.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favourable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

It is well known that the pain from the gas price moves is significant, particularly for Germany and Italy. The Italian government has said it is reviewing options, including reopening shuttered coal plants. In Germany, the government is reported to be considering delaying the phasing out of nuclear power.

Quick Thoughts: Defensive on the Curve
Fixed Income

Quick Thoughts: Defensive on the Curve

Stephen Dover shares insights on investing in fixed income in a rising-rate environment with Walter Kilcullen, Head of US High Yield for Western Asset Management, and Reema Agarwal, Head of Floating Rate Debt for Franklin Templeton Fixed Income.

On My Mind: The Long and Winding Road…
Fixed Income

On My Mind: The Long and Winding Road…

With inflation running at multi-decade highs, major central banks get ready to tighten monetary policy. Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai argues they are well behind the curve—and why she thinks markets still underestimate the long, volatile adjustment period that lies ahead.

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. 

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.

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.