Beyond Bulls & Bears

Quick Thoughts: GOP clean sweep? What it might mean for markets
Perspectives

Quick Thoughts: GOP clean sweep? What it might mean for markets

With the 2024 US election a focal point for investors, Franklin Templeton Institute’s Stephen Dover outlines the possible economic and market impacts of a Republican ”clean sweep” in November.

Quick Thoughts: Surprise in France—What are the implications?
Equity

Quick Thoughts: Surprise in France—What are the implications?

A major shift is happening in France, as the left-wing unity prevails in the Assembly elections, signaling potential changes ahead. Here’s a look at how this could reshape France's political and economic landscape, from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: French first-round elections
Perspectives

Quick Thoughts: French first-round elections

Thoughts on the first round of the French elections and why governing France will likely prove challenging from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: When it comes to US elections, it’s the economy—perhaps
Perspectives

Quick Thoughts: When it comes to US elections, it’s the economy—perhaps

Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: Investment Ideas—Getting cash off the sidelines
Fixed Income

Quick Thoughts: Investment Ideas—Getting cash off the sidelines

Is it time to move out of cash? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Julien Scholnick, Portfolio Manager, Western Asset Management, and Joanne Driscoll, Portfolio Manager and Head of Short-Term Liquid Markets, Putnam Investments, to answer this question and examine the opportunities within the fixed income space.

Quick Thoughts: Spring cleaning
Multi-Asset

Quick Thoughts: Spring cleaning

Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: Checking the CIO pulse
Perspectives

Quick Thoughts: Checking the CIO pulse

So far this year, the US equity market has shown remarkable resilience and US inflation has remained sticky. Against this backdrop, a recent survey of our chief investment officers offers analyses and perspectives on key areas, such as Federal Reserve rate cut expectations, geopolitical risks, uncertain corporate earnings and opportunities in different asset classes.

Quick Thoughts: Do elections matter for markets?
Equity

Quick Thoughts: Do elections matter for markets?

The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.

Quick Thoughts: The Fed—Steady as she goes
Perspectives

Quick Thoughts: The Fed—Steady as she goes

Thoughts on the US monetary policy path ahead from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello.

Quick Thoughts: Demographics are not destiny
Perspectives

Quick Thoughts: Demographics are not destiny

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.

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?

Quick Thoughts: Kicking the can down the road
Equity

Quick Thoughts: Kicking the can down the road

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.