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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 Investment Commentary: “Stagflation” may not mean what you think
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U.S. economic data supports still healthy (albeit modestly slower) growth.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise amid continued uncertainty
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U.S. Treasury yields rose last week and fixed income returns were broadly negative amid continued geopolitical, economic and policy uncertainty.
Market Outlooks
Weekly Investment Commentary: Investing amid higher-for-longer oil prices
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U.S. energy companies should continue to exhibit momentum.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation fears fuel rise in Treasury yields
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U.S. Treasury yields rose last week, with inflation breakevens rising to reflect the risk of higher commodity prices due to the Russia/Ukraine conflict.
Market Outlooks
Weekly Investment Commentary: Housing market still knocking on investors’ doors
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Over the past few weeks, we’ve discussed interest rates, wage inflation and overall economic growth.