On My Mind – The Fed’s Last Call for the Punchbowl?
The Fed now acknowledges inflation risks are to the upside.
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?
Quick Thoughts: New Realities in Emerging Markets
Emerging market (EM) economies are not what they used to be.
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.
Quick Thoughts: A Very Hot Housing Market Globally
Rising housing prices often reflect a country’s economic growth and health.
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.
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.”
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.
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.
Quick Thoughts: The Opportunities in Innovation
Our recent investing in innovation roundtable confirmed that investing in innovation requires intuitive and fundamental knowledge.
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.
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.
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.
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.