Beyond Bulls & Bears

On My Mind: Restrictive? We’ll know it when we see it.
Fixed Income

On My Mind: Restrictive? We’ll know it when we see it.

The Fed sent a strong signal that interest rates will remain higher for longer, as our Franklin Templeton Fixed Income CIO Sonal Desai has long predicted. The Fed also started to acknowledge that the natural real rate of interest is higher than it thought. She shares her latest insights on the policy outlook and the implications for investors.

Will Italy still have ECB support in wake of elections?
Fixed Income

Will Italy still have ECB support in wake of elections?

Our Head of European Fixed Income, David Zahn, weighs in on the potential market implications of the outcome of the recent Italian elections.