Beyond Bulls & Bears

Quick Thoughts: Making sense of Treasury jitters
Perspectives

Quick Thoughts: Making sense of Treasury jitters

Franklin Templeton Institute weighs in on what’s behind the recent Treasury market selloff and jump in yields.

Quick Thoughts: Why are equity markets sinking?
Equity

Quick Thoughts: Why are equity markets sinking?

US policy uncertainties have rattled markets. Franklin Templeton Institute’s Stephen Dover offers his take on the situation—and what might help calm markets.

Quick Thoughts: US elections—entering the final stretch
Perspectives

Quick Thoughts: US elections—entering the final stretch

A divided US government seems a likely outcome of the elections in November, but that could actually be good news for markets, according to Stephen Dover, Head of Franklin Templeton Institute.

Quality small caps can offer a smoother climb
Equity

Quality small caps can offer a smoother climb

Small-cap stocks took a rollercoaster ride this summer, but Franklin Mutual Series sees long-term opportunities in quality small-cap value stocks with low debt and good earnings potential.

Quick Thoughts: Much ado about nothing?
Equity

Quick Thoughts: Much ado about nothing?

Global financial markets experienced significant turbulence in early August. Despite the initial panic, markets have since rebounded, raising questions about the underlying causes and implications of this volatility. Franklin Templeton Institute’s Stephen Dover explores whether the turmoil was merely a fleeting episode, or if it holds deeper insights for investors navigating the complexities of today's economic landscape.

Quick Thoughts: Market dislocations—implications for investors
Multi-Asset

Quick Thoughts: Market dislocations—implications for investors

While markets appear to be in a tailspin over recent US economic data, it’s too soon to conclude the US is headed toward recession, according to Franklin Templeton Institute’s Stephen Dover. He weighs in on recent market action and the silver lining in Fed rate cuts likely ahead.

On My Mind: It’s not the end of the world as we know it
Fixed Income

On My Mind: It’s not the end of the world as we know it

Recent data releases appear to give the green light for the US Federal Reserve to begin easing monetary policy in September. However, according to Franklin Templeton Fixed Income CIO Sonal Desai, the key issue remains the nature of the easing cycle ahead—namely its duration, its speed, and the policy rate endpoint.

On My Mind: Debt ceiling to markets—I’ll be back!
Fixed Income

On My Mind: Debt ceiling to markets—I’ll be back!

The debt ceiling crisis has been averted—but this short-term relief might come at the cost of greater future peril. Franklin Templeton Fixed Income CIO Sonal Desai analyzes the debt-ceiling resolution and delves into the potential longer-term risks that rising public debt poses to financial markets.

Quick Thoughts: What to do when stuff happens
Multi-Asset

Quick Thoughts: What to do when stuff happens

When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspective on how to turn volatility into opportunity.

Quick Thoughts: Three weeks on, what did we learn from the banking crisis?
Perspectives

Quick Thoughts: Three weeks on, what did we learn from the banking crisis?

Implications of the ongoing volatility in the banking sector, and what it means for markets in Europe and globally—check out highlights from our most recent discussion with Kim Catechis, Investment Strategist, Franklin Templeton Institute.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

In terms of seasonality, April has historically been a strong month. The one theme we keep coming back to is the recent inflows into global money market funds.