Beyond Bulls & Bears

Alternative Allocations: Due diligence—hook ‘em horns
Alternatives

Alternative Allocations: Due diligence—hook ‘em horns

Over the last several years, the discussions with advisors have moved from “why allocate to alternatives?” to “how to allocate to alternatives.”

Alternative Allocations: Evaluating alternatives
Alternatives

Alternative Allocations: Evaluating alternatives

In the latest edition of “Alternative Allocations,” Patrick McGowan of Sanctuary Wealth Management joins Franklin Templeton’s Tony Davidow to discuss advisor adoption, structural tradeoffs, due diligence and the increasing demand for alternatives.

An opportunity for REITs to shine in 2024
Equity

An opportunity for REITs to shine in 2024

The REIT sector has faced many challenges over the past few years, including COVID-related closures and tightening monetary policy. Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher discuss how a return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate.

Quick Thoughts: Investment Ideas—Is cash at a tipping point?
Fixed Income

Quick Thoughts: Investment Ideas—Is cash at a tipping point?

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

K2 Hedge Fund Strategy Outlook: Third quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: Third quarter 2023

The current environment looks favorable for equity market neutral, global macro and insurance-linked securities, according to K2 Advisors. The team offers its mid-year outlook for these and other hedge fund strategies.

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.

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.