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Market Outlooks
Global Weekly Commentary: Three 2023 lessons we carry into 2024
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We take three lessons from 2023 to shape our investment approach in the new year. First, markets flipflopping between macro narratives does not reveal new information about where we will end up.
Market Outlooks
Flexibility, resilience and opportunity
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Our investment teams share where they see investment opportunities across asset classes in our latest Global Investment Outlook. Is an economic slowdown expected in 2024? Diverse views are presented on interest rates and inflation, investment opportunities, risks, and potential surprises.
Market Outlooks
Stabilization might be enough
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In this Allocation Views, our Franklin Templeton Investment Solutions team see recession risks moderating in some developed economies, led by the United States, but still anticipate a period of below-trend growth to continue into 2024.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed drives Treasury yields lower
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U.S. Treasury yields declined after the U.S. Federal Reserve kept rates steady at their 22-year high.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting inflation data and the Fed
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U.S. Treasury yields rose after the prior week’s rally, amid strong labor market data. This week we expect another modest rise in core U.S. inflation and no change to U.S. Federal Reserve policy.
Market Outlooks
Weekly Investment Commentary: Time for stocking up on defensive positions
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Three kings who traverse afar, three ships that come sailing in and three spirits on a mission to redeem the miserly Scrooge — ’tis the season of threes.
Market Outlooks
Global Weekly Commentary: Putting money to work in 2024
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We think the new regime of greater macro and market volatility makes this the time to grab the wheel and take an active portfolio approach. Our 2024 Global Outlook outlines how we do that.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed pressures Treasury yields lower
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U.S. Treasury yields declined sharply and the yield curve steepened. Comments from U.S. Federal Reserve officials were more dovish than expected, and global growth and inflation data were mostly weaker.
Market Outlooks
Weekly Investment Commentary: Privately protect against economic erosion
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One investment area to consider is private credit, where deal flow has picked up materially over the last couple of months.
Market Outlooks
Global Weekly Commentary: Three investment themes at COP28
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The low-carbon transition is one of five mega forces, or structural shifts, we track for investment risks and opportunities.
Market Outlooks
Global Weekly Commentary: Getting granular in our strategic views
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We think granularity is key as government bond yields hit multi-year highs.