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Policy and Regulatory Commentary
Primary Debates Past and Present
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With apologies for being the bearer of bad news, the 2024 election is upon us. Officially. Tonight marks the first Republican primary debate of the presidential election cycle...
Market Outlooks
Weekly Investment Commentary: Where to invest if consumer strength fades
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A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.
Policy and Regulatory Commentary
Are “Junk Fees” A Winning Election Issue?
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If July was Republicans’ “ESG Month,” August (and potentially everything after, at least until next November) might just be Democrats’ “Junk Fee Month.”
Market Outlooks
Weekly Investment Commentary: Markets hang on as summer rumbles along
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Demand despite downgrade should remain strong. We don’t think the U.S. will struggle to find buyers for Treasury securities, which could cause yields to rise. U.S.
Market Outlooks
Quick Thoughts: Artificial intelligence—A primer
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Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Market Outlooks
Templeton Global Macro Insights
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Opportunities for diversification outside the United States.