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Market Outlooks
Weekly Investment Commentary: Bullish on bonds
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We believe the recent increase in bond yields has created ample opportunity for investors to benefit from what should be several rate cuts this year (beginning later than markets expect).
Fixed Income Insights
Weekly Fixed Income Commentary: Strong economic data boost U.S. Treasury yields
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U.S. Treasury yields rose on healthy U.S. economic data and hawkish central bank commentary.
Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
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Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.
Fixed Income Insights
Weekly Fixed Income Commentary: Steady inflation data pressure Treasury yields
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U.S. Treasury yields fell and risk assets rallied after U.S. inflation data met expectations.
Market Outlooks
Weekly Investment Commentary: When market and election cycles meet
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Our concern about potential risks in the year ahead informs our current equity market views: We suggest focusing less on cyclical exposures in favor of more defensive, less economically sensitive areas.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise after a 2023 year-end rally
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U.S. Treasury yields rose on generally strong U.S. economic data. Jobs showed a net gain in December, with the unemployment rate remaining flat. However, the declining quits rate signals softer conditions ahead.
Market Outlooks
Weekly Investment Commentary: Prepare for a plateau, not a plummet, in rates
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Persistently higher-for-longer rates may tempt some investors to plead, “Stop the ride – I want to get off!” But we see investment opportunities that make staying on board a better choice.
Market Outlooks
Innovation and consolidation
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Franklin Equity Group believes the road ahead for biotechnology and pharmaceuticals may be different from that of prior years, but as we move into the post-pandemic era, the industry is not lacking innovation prospects.
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.
Market Outlooks
2024 Outlook: Opportunities in technology
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The information technology sector had an eventful 2023. Franklin Equity Group believes 2024 may be another year of strong performance.
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.