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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.
Fixed Income Insights
Making Sense of Different Signals
Curated content for RIAs.
The Franklin Templeton Investment Solutions team explains why high-yield bonds and equities look bearish in the short-term but bullish over the long-term. In this article, they provide their rationale behind these opposing views.
Market Outlooks
On My Mind: Transitory tightening?
Curated content for RIAs.
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
Market Outlooks
A Ripe Environment for Value Valuations
This piece is approved to use with clients.
As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a higher-quality portfolio for a discounted price relative to the index, creating an attractive entry point for our actively managed small- to mid-cap value strategies. But before we get to that, let’s take a step back and look at how we got here.
Market Outlooks
Lessons From a Chaotic Year
This piece is approved to use with clients.
Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth, energy prices, and the dollar.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
This piece is approved to use with clients.
Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.