Beyond Bulls & Bears

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy
Perspectives

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like. Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, Brandywine Global’s Director of Global Macro Research Francis Scotland, and Templeton Global Macro’s Chief Investment Officer Dr. Michael Hasenstab join Head of Franklin Templeton Investment Institute Stephen Dover for a discussion on the current investment landscape.

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
Fixed Income

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession? Stephen Dover, Head of Franklin Templeton Investment Institute, sat down with Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai and Western Asset Portfolio Manager and Research Analyst John Bellows to discuss the investment landscape considering today’s geopolitical and economic challenges.

Quick Thoughts: Energy Prices—Over the Barrel
Equity

Quick Thoughts: Energy Prices—Over the Barrel

Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future. Here are the key takeaways from his conversation with Frederick Fromm, Portfolio Manager and Energy Sector Research Analyst for Franklin Equity Group.

Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors
Perspectives

Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors

We recently hosted a special edition of our “What Our Managers Think” panel discussion to address the current situation in Ukraine. Participants included Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, Scott Glasser, Chief Investment Officer at ClearBridge Investments, Dr. Michael Hasenstab, Chief Investment Officer at Templeton Global Macro, and Dr. Andreas Billmeier, European Economist for Western Asset.

Quick Thoughts: Ukraine, Russia, and the Path Forward
Perspectives

Quick Thoughts: Ukraine, Russia, and the Path Forward

Kim Catechis, Investment Strategist for the Franklin Templeton Investment Institute, recently shared his thoughts around the situation in Ukraine and the implications for the global economy and capital markets. Here are some highlights of his views.

Quick Thoughts: Defensive on the Curve
Fixed Income

Quick Thoughts: Defensive on the Curve

Stephen Dover shares insights on investing in fixed income in a rising-rate environment with Walter Kilcullen, Head of US High Yield for Western Asset Management, and Reema Agarwal, Head of Floating Rate Debt for Franklin Templeton Fixed Income.

Quick Thoughts: On the US Markets and Volatility
Perspectives

Quick Thoughts: On the US Markets and Volatility

Stephen Dover, Head of the Franklin Templeton Investment Institute, recently sat down with colleagues Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Mark Lindbloom, Portfolio Manager for Western Asset, to discuss recent US market volatility. 

Quick Thoughts: The Inflation Debate
Perspectives

Quick Thoughts: The Inflation Debate

Disagreements about the outlook for inflation in the new year and beyond continue. Stephen Dover, Head of the Franklin Templeton Investment Institute, recently led a lively debate on the topic with Western Asset’s John Bellows and Franklin Templeton Fixed Income’s Sonal Desai.

Quick Thoughts: What Our Managers Think: Positioning Portfolios for 2022
Multi-Asset

Quick Thoughts: What Our Managers Think: Positioning Portfolios for 2022

Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed growth, inflation, interest rates, and valuation during our monthly discussion, “What Our Managers Think,” with Ed Perks, Chief Investment Officer, Franklin Templeton Investment Solutions; Gene Podkaminer, Head of Research; and Josh Greco, Head of Institutional Portfolio Management. Below are some of their current views on positioning portfolios for 2022.

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?
Equity

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?

While “growth” and “value” have typically been seen as distinct styles, that type of thinking continues to evolve, according to our investment professionals. For Stephen Dover, Head of Franklin Templeton Investment Institute, the real issue is how to invest where you are best rewarded.

Quick Thoughts: Inflation, Debt, and Changing Economic Sweet Spots
Perspectives

Quick Thoughts: Inflation, Debt, and Changing Economic Sweet Spots

Investors need a more flexible, opportunistic approach to investing, given the current low interest rate environment with the likelihood of interest rates rising over the next few years, according to Stephen Dover, Head of Franklin Templeton Investment Institute. He opines on inflation, debt, and changing economic sweet spots.

Quick Thoughts: The Connection Between Climate Change and Geopolitics
Perspectives

Quick Thoughts: The Connection Between Climate Change and Geopolitics

Successful international investing includes measuring financial risks and rewards caused by events in an affected country. Stephen Dover, Head of Franklin Templeton Investment Institute, discusses how macroeconomic and political research complemented by environmental, social and governance (ESG) research provides investors additional prisms to view a country’s financials, impacts on climate change, and geopolitical risk.