Beyond Bulls & Bears

More Heavy Lifting from the Fed—While Congress Squabbles
Fixed Income

More Heavy Lifting from the Fed—While Congress Squabbles

The US Federal Reserve continues to use whatever tools it can to help combat economic fallout from the coronavirus. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, calls its latest response “a whole new level” of stimulus.

On My Mind: The Fed Speaks Loudly and Carries a Big Stick
Fixed Income

On My Mind: The Fed Speaks Loudly and Carries a Big Stick

Can the US economy withstand the shock of the coronavirus? Our Sonal Desai says the nation’s central bank is doing its part to help.

The Fed Responds
Fixed Income

The Fed Responds

The US Federal Reserve surprised markets on Tuesday with an interest-rate cut, but will it restore investor confidence? Franklin Templeton Fixed Income CIO Sonal Desai shares her initial reaction.

On My Mind: Oops! They QE’d Again
Fixed Income

On My Mind: Oops! They QE’d Again

The US Federal Reserve (Fed) has gone back to expanding its balance sheet. Some claim that quantitative easing (QE) is back; the Fed denies it. What we call it isn’t the point, says Sonal Desai, Franklin Templeton Fixed Income CIO—what matters are the implications of this “permanently loose” policy stance for asset prices, investment strategy and market volatility.

On My Mind: Will the US Economy Survive the Politics in 2020?
Fixed Income

On My Mind: Will the US Economy Survive the Politics in 2020?

The many gloomy predictions for 2019 did not come to pass, but can we be more optimistic for 2020? Franklin Templeton Fixed Income CIO Sonal Desai draws the key lessons from last year and outlines what she expects for the year ahead and her main concerns, with political uncertainty top of the list.

Considering Broad Investment Implications of US/Iranian Tensions
Multi-Asset

Considering Broad Investment Implications of US/Iranian Tensions

Our senior investment leaders recently met to discuss rising US/Middle East tensions. They share a few initial thoughts on the potential market implications.

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020
Multi-Asset

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested. In our latest “Talking Markets” podcast, Franklin Templeton Fixed Income Group CIO Sonal Desai, Franklin Templeton Multi-Asset Solutions CIO Ed Perks and our Head of Equities Stephen Dover share their outlook.

A Fixed Income View of 2020: Separating Sentiment from Fact
Fixed Income

A Fixed Income View of 2020: Separating Sentiment from Fact

Investors could be in for a bumpy year ahead, according to Franklin Templeton Fixed Income CIO Sonal Desai. She emphasises the importance of separating the facts from the headlines, but also thinks it’s a good time to look to “de-risk” portfolios to some extent, while still remaining invested.

Four-Dimensional Chess
Fixed Income

Four-Dimensional Chess

Data science has brought investors powerful new tools to help generate returns, so is there still need for a human touch? Franklin Templeton Fixed Income CIO Sonal Desai weighs in on the role of quantitative science within the active-passive investment debate.

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

The Fed Calls Time for a Reality Check
Fixed Income

The Fed Calls Time for a Reality Check

The US Federal Reserve cut its benchmark short-term interest rate for the second time this year, but some observers were disappointed the Fed didn’t more strongly signal future easing moves. Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on why the central bank needed to rein in expectations a bit.

Yield Curve Hysteria
Fixed Income

Yield Curve Hysteria

The inversion of the Treasury yield curve has recently gotten a lot of attention in the financial press as being a harbinger of economic malaise ahead. Our Fixed Income CIO Sonal Desai says these conclusions are misguided.