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Macroeconomic & Geopolitical
International equities: Poised for recovery
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Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
Macroeconomic & Geopolitical
Quick Thoughts: Silicon Valley Bank (SVB) Failure Ripples Through the Market
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Here’s an update on the latest news involving SVB and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
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.
Portfolio Construction Insights
Focus on Equities: Uncertainty and Volatility Create Opportunity
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Individual stock prices move around much more frequently than business value. At Morningstar Investment Management, we embrace stock price volatility as it provides opportunities to improve our portfolios. We are more optimistic about the long-term outcomes for our portfolios today than we were at the start of 2022. Here's why.
Portfolio Construction Insights
In defense of defensive fixed income: The case for adding duration
Curated content for RIAs.
Senior Portfolio Strategist Lara Reinhard outlines three reasons why investors with the appropriate risk tolerance and objectives might consider adding intermediate-duration bonds back to their fixed income portfolios.
Portfolio Construction Insights
Sinking sentiment: When a bad mood is good news for markets
Curated content for RIAs.
This year, investor sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?
Macroeconomic & Geopolitical
Anatomy of a Recession: Is Labor Market Economic Kevlar or Achilles Heel?
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ClearBridge Investments: While the labor market remains an economic bright spot, the Federal Reserve (Fed) may continue its tightening policy until more signs emerge that job growth and wages are experiencing substantial slowdowns.