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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
Market Outlooks
MarketScape: Why Diversification Is at Risk
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Inflation has driven up stock and bond correlations and fewer companies are influencing returns in equity indexes. CIO of Global Equities Michael Hunstad, Ph.D., analyzes how this complicates investors’ diversification efforts.
Market Outlooks
MarketScape: September Rate Hike? Fed Doesn’t Close Doors
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After announcing a widely anticipated rate hike of a quarter point on Wednesday, the Fed keeps the market guessing about a September decision. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook 3Q2023 | July 1st
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ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Market Outlooks
Understanding Web3—a primer on the emerging digital asset ecosystem
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This primer will provide an overview of Web3 and emerging digital assets, and related terms and technology. Its aim is to equip the reader with the foundational understanding necessary to appreciate the potential impact on the future of the financial industry, and also on economies and society more widely.
Market Outlooks
Quick Thoughts: Positioning for a timely opportunity in munis
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As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.
Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.