Beyond Bulls & Bears

On My Mind: Productivity boom—new dawn or false dawn?
Fixed Income

On My Mind: Productivity boom—new dawn or false dawn?

Franklin Fixed Income CIO Sonal Desai discusses why the recent acceleration in productivity growth might prove durable, leading to higher potential returns on real investment and a higher equilibrium interest rate.

Food for Thought: The Fed—We’ll get there when we get there!
Fixed Income

Food for Thought: The Fed—We’ll get there when we get there!

Instead of pivoting directly toward an easing bias, the Federal Open Market Committee opted for a wait-and-watch approach in January. Franklin Fixed Income Economist Nikhil Mohan expects rate cuts to come, but not quite as soon as or as many as markets have been anticipating.

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.

As Rates Rise, Financials Can Shine
Equity

As Rates Rise, Financials Can Shine

Mutual Series’ analysts see value opportunities in the financials sector as the interest-rate environment turns more favourable in the United States and European banks see greater clarity about the impact of the Russia-Ukraine war.

The Fed: Walking a Tightrope in 2022
Multi-Asset

The Fed: Walking a Tightrope in 2022

The US Federal Reserve is walking a tightrope—if it acts too quickly it risks hampering growth and market volatility, but if it acts too slowly it risks spiraling price increases. Franklin Templeton Investment Solutions weighs in on the Fed’s dilemma. They provide their monetary policy expectations and offer insight into investments they currently favour in their portfolios—and ones they don’t.