Commentary

On My Mind – The Fed’s Last Call for the Punchbowl?

The Fed now acknowledges inflation risks are to the upside.

Commentary

European Fixed Income Finds Central Bank Support

As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long?

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Quick Thoughts: New Realities in Emerging Markets

Emerging market (EM) economies are not what they used to be.

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Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities

Commodities prices have been moving higher this spring amid rising demand and rising inflation expectations globally as economies emerge from the pandemic.

Commentary

Quick Thoughts: A Very Hot Housing Market Globally

Rising housing prices often reflect a country’s economic growth and health.

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Tech Opportunities Abound Amid Economic Reopening

As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started.

Commentary

Value and Growth: The Indivisible Dichotomy

Franklin Mutual Series’ Director of Research Grace Hoefig sits down with us to explain how value investing involves more than just computing ratios, and why the answer to the age-old question “growth or value” should be “yes.”

Commentary

Pent-Up Consumer Demand Fuels US Recovery

As the US recovery gains momentum, Franklin Equity Group’s Grant Bowers explains why pent-up consumer demand should present a fertile environment for stocks and highlights some opportunities he sees in the US equity market.

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Factoring Inflation and Valuations into Stock-Picking Decisions

Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Equity Group and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions.

Commentary

Quick Thoughts: The Opportunities in Innovation

Our recent investing in innovation roundtable confirmed that investing in innovation requires intuitive and fundamental knowledge.

Commentary

Muni Market View of The American Jobs Plan

US President Joe Biden recently announced an ambitious new $2 trillion infrastructure plan, which touches many areas of the US economy. Jennifer Johnston, director of research, Franklin Templeton Municipal Bonds, outlines some highlights of this sweeping legislation, and how it could impact the muni market.

Commentary

Muni Market View on The American Jobs Plan

US President Joe Biden recently announced an ambitious new $2 trillion infrastructure plan, which touches many areas of the US economy.

Commentary

Quick Thoughts: Blockchain Innovates and Disrupts

Blockchain has the potential to launch a new global digital renaissance, transforming financial services, supply chains, healthcare, backend offices, and more. Our Chief Market Strategist Stephen Dover outlines how we continue to evaluate its risks and opportunities as active investors.

Commentary

Climate Change Sectors Heat Up

From digital factories to plant-based clothing, climate change investing is much more than just investing in renewable energy, according to the Templeton Global Equity Group.

Commentary

Reasons We Remain Bullish on Gold

While gold is valued for a variety of reasons, the uncertainty and economic fallout tied to the COVID-19 pandemic saw investment drive the price of the yellow metal to record highs in 2020.