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Market Outlooks
Key convictions 3Q23
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Western Asset: Market insights at a glance. We remain cautious given risks of slowing growth and central bank overtightening but believe current spreads adequately compensate investors.
Market Outlooks
Evolution & Revolution: Understanding Web3 and digital assets—Franklin Templeton’s new primer
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Having a foundational understanding of Web3 and emerging digital assets is essential in appreciating their impact on the future of the financial industry and society more widely. Franklin Templeton’s new digital assets primer provides in-depth information on these new concepts and terminologies. In this article, Sandy Kaul, Head of Digital Asset & Industry Advisory Services, summarizes each section in the primer.
Market Outlooks
Student of the Market: August 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
MarketScape: How Imbalance in a Niche Private Equity Market May Spur Opportunity
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The difficult public bond and equity markets last year have created an imbalance this year in the private equity secondary market, where private equity holdings are bought and sold. Managing Director of 50 South Capital Bob Morgan explains how a buyers’ market has developed
Fixed Income Insights
Weekly Fixed Income Commentary: Markets look past Fitch ratings downgrade
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10-year U.S. Treasury yields rose again after strong economic data, increased auction sizes and a downgrade to the U.S. credit rating.
Market Outlooks
Weekly Investment Commentary: A defensive upgrade to portfolio positioning
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With the likelihood of stubborn inflation in the medium-term, investors who doubt that the current equity rally has additional fuel may want to consider global infrastructure.
Market Outlooks
Global Weekly Commentary: Opportunities in globalization rewiring
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Last week’s bond yield jump and stock tumble underscore we’re in a new regime of greater volatility. A renewed focus on U.S. fiscal challenges and surprise policy tightening in Japan have stirred up volatility in developed markets (DM).