Beyond Bulls & Bears

K2 Hedge Fund Strategy Outlook: First quarter 2023
Alternatives

K2 Hedge Fund Strategy Outlook: First quarter 2023

The first half of 2023 is looking volatile, presenting an opportunity for tactical managers focused on equity selection, according to K2 Advisors. Read the team’s latest outlook.

Fasten your seatbelts
Alternatives

Fasten your seatbelts

Benefit Street Partners explores how best to capitalize on the bumps that are creating the beginnings of another fertile special situations investment environment.

One small step forward—one giant leap away from deflation in Japan
Equity

One small step forward—one giant leap away from deflation in Japan

Templeton Global Equity Group weighs in on inflation’s emergence in Japan, recent monetary policy shifts, and the implications for investors.

Harnessing the power of duration
Multi-Asset

Harnessing the power of duration

Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets. Ed Perks, CIO of Franklin Income Investors, analyzes the move higher for rates and spreads and shares his expectations for yields and total returns across the capital structure during 2023.

Investing in infrastructure: Why now?
Alternatives

Investing in infrastructure: Why now?

Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. Shane Hurst, Portfolio Manager with ClearBridge Investments, discusses the opportunities and potential income benefits for investors in the space today.

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.

Preparing the Post-Pandemic Playbook
Equity

Preparing the Post-Pandemic Playbook

Ongoing uncertainty around the COVID-19 pandemic has strengthened headwinds to global growth, says Franklin Templeton Investment Solutions CIO Ed Perks. In his 2021 investment outlook, he says nimble and diversified positioning is key to effective investment strategies.

Is Your Portfolio Prepared for a Potential Wildfire?
Multi-Asset

Is Your Portfolio Prepared for a Potential Wildfire?

“In our view, as overall global growth slows, uncertainty around predictions of forward interest rates, inflation and corporate earnings may increase.” - Wylie Tollette, Franklin Templeton Multi-Asset Solutions

QE, Parallel Universes and the Problem With Economic Growth
Alternatives

QE, Parallel Universes and the Problem With Economic Growth

While monetary weapons can be a good first step to remedying an economic crisis, they are clearly not enough on a standalone basis to return an economy to stability and growth. Monetary medicine cannot heal fiscal ailments in the areas of budgeting, regulation, taxation and related policies.