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Macroeconomic & Geopolitical
Quick Thoughts: How to avoid making a unicorn skeleton
Curated content for RIAs.
Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.
Market Outlooks
Evolution & revolution: Five technology megatrends impacting society
This piece is approved to use with clients.
Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services.
Fixed Income Insights
Fixed income is finally delivering income!
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Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
Market Outlooks
It's Not Much, But We'll Take It
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Excluding this awful pandemic, we think most market observers would cite inflation as the greatest risk to the economy and markets.
Market Outlooks
Omicron & The Fed Upend The Markets
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After a week away for the Thanksgiving holiday, we are happy to be taking pen to paper to share our thoughts on the economy and markets.
Market Outlooks
Thinking About Inflation and Rob Base (Effect)
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“It takes two to make a thing go right, it takes two to make it outta sight.” Some of us will remember dancing to “It Takes Two,” the massive ‘80s hit by Rob Base and DJ EZ Rock.
Market Outlooks
Productivity, Profits, and Pay
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Despite the Delta variant of the coronavirus, supply chain bottlenecks, a spike in input prices, and a meaningful employer/employee mismatch, the US economy continues to power ahead.
Market Outlooks
Nobody Likes to Pay More for Stuff. So Why Does The Fed?
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Given the shutting down of the economy last year, and the subsequent collapse in demand and prices, the year-on-year comparisons into 2021 pretty much guaranteed a dramatic jump in prices as the economy reopened; stressed supply chains are adding to inflationary pressures.