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A New Era of Investing Dawns
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As we settle into the first quarter of 2023, it’s worth discussing the current cycle and the implications for markets in 2023—but the bigger issue is the developing likelihood we have begun to shift into a different economic and market environment, marking a different era than we have seen in the decade-plus since the Global Financial Crisis (GFC).
Turning Points for 2023
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Olga and Hugo walk into the new year with an eye on potential trend shifts, such as the end of U.S. interest-rate hikes and a weakening U.S. dollar. They discuss China’s reopening as a source of growth and consider what it might take to launch the next bull market in global equities.
Investing in Health and Wellness
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Health and wellness are not confined to New Year’s resolutions—they are a state of mind and being that has grown into a trillion-dollar global economy. This rapid growth was spurred on largely by the COVID-19 pandemic and has created many unique investment opportunities.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data boost Treasury yields further
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U.S. Treasury yields rose yet again last week, the fourth consecutive weekly increase and the longest streak since October.
Market Outlooks
Weekly Investment Commentary: Muni bonds poised to deliver
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Investment grade municipal bonds should provide attractive opportunities in select longer duration, undervalued high-quality bonds with the potential for income and total return.
Market Outlooks
Allocation Views
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The Franklin Templeton Investment Solutions team continue to anticipate that the cumulative effect of monetary policy tightening will have a dampening effect on economic activity.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
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Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.