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Market Outlooks
Alternative Allocations: Navigating through economic regimes
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Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.
Market Outlooks
Stress testing the foundations: Analyzing the vulnerability of US banks to falling commercial real estate values
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The commercial real estate sector’s continued challenges could potentially impact US banks. Franklin Templeton Fixed Income’s Shawn Lyons discusses the ongoing commercial real estate crisis and how US banks are safeguarding themselves against these issues.
Market Outlooks
A broadening opportunity set
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Our investment teams across asset classes share where they see investment opportunities in our latest Global Investment Outlook. Today, we see a much broader opportunity set across asset classes and regions, and the outlook over the remainder of this year (and into 2024) appears favorable for balanced portfolios.
Market Outlooks
PMC Weekly Market Brief - September 25, 2023
PMC Weekly Market Brief - September 25, 2023
Market Outlooks
PMC Weekly Market Brief - September 18, 2023
PMC Weekly Market Brief - September 18, 2023
Market Outlooks
PMC Weekly Market Brief - September 11, 2023
PMC Weekly Market Brief - September 11, 2023
Market Outlooks
PMC Weekly Market Brief - September 5, 2023
PMC Weekly Market Brief - September 5, 2023