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Fixed Income Insights
A rough year in muni markets, yet reasons for optimism
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While 2022 was a challenging year for the muni-bond market, 2023 is setting up for more positive momentum, according to Franklin Templeton Fixed Income Municipal Bond Director Ben Barber. Read the team’s views on the year ahead.
Macroeconomic & Geopolitical
Anatomy of a Recession Long View: 2022--The Year of Transition
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ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
Macroeconomic & Geopolitical
Uncertainty Increases
In this Allocation Views, our Franklin Templeton Investment Solutions team consider whether the energy price shocks, and supply-chain disruptions may continue to slow the process of inflation normalization.
Market Outlooks
Weekly Wire: We’ve got Georgia on our minds
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When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960 and made it famous around the world.
Market Outlooks
Weekly Wire: The (presumed) policy implications of 11/3/2020
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While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Market Outlooks
Weekly Wire: For the market, an unpleasant, but not unexpected, September and October
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We just closed the books on a tough two months for the market, with the S&P 500 Index (S&P 500) off 3.8% in September and off 2.8% in October.
Market Outlooks
Weekly Wire: Something worth paying attention to other than the election
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What – other than the election – should be commanding investor attention these days? Our vote would be the bond market. To help put politics and the bond market in the same neat little box, we turn to renowned political consultant James Carville, who in the early 1990s said, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter.