Beyond Bulls & Bears

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
Fixed Income

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing
Fixed Income

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing

In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.

Quick Thoughts: Don’t miss the return opportunity in fixed income
Perspectives

Quick Thoughts: Don’t miss the return opportunity in fixed income

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

Quick Thoughts: The sovereign debt wave—an existential threat
Fixed Income

Quick Thoughts: The sovereign debt wave—an existential threat

The Sovereign Debt Wave is at a historic peak and appears set to continue growing. With higher inflation and reduced liquidity, some countries will be able to continue to issue debt easily, while some will not. Franklin Templeton Institute’s Stephen Dover and Kim Catechis discuss the different factors that will affect long-term investment returns for sovereign debt.

Quick Thoughts: Impacts of ceilings, tightening and liquidity
Fixed Income

Quick Thoughts: Impacts of ceilings, tightening and liquidity

Head of Franklin Templeton Institute Stephen Dover recently moderated a panel of our leading economists and asked this key question: What’s in store for investors in the second half? Here’s a quick take of their answers.