Quick Thoughts: The Growth and Inflation Argument Continues
When it comes to questions about inflation, growth, and the impacts of vaccination rates on global economies, many of us are asking: what’s next? Our Head of the Franklin Templeton Investment Institute, Stephen Dover, and five economists from Franklin Templeton’s specialist investment teams discuss the current environment and how it shapes their views on the path forward.
Deep Water Waves: Long-Term Drivers That Face Investors
“Deep Water Waves” represent the powerful long-term forces that face investors, fundamentally altering the economic, political, and public policy foundations for asset prices.
While it’s tempting to focus on passing market storms, Franklin Templeton Investment Institute explores these forces that look to shape the future of our world—and the investment landscape.
Survey Shows Importance of Personalized Approach to Retirement Planning
Franklin Templeton’s 2021 US Retirement Income Strategies and Expectations survey revealed financial-related concerns across generations of Americans including health care, inadequate savings, and debt management—and the need for a personalized approach to retirement planning.
On My Mind: Leaving QE, Never Easy
This year’s annual economic policy symposium in Jackson Hole opens the six months that will likely define the legacy of the Powell Fed’s first term.
On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies
Ed Perks, CIO of Franklin Templeton Investment Solutions, outlines what factors should likely support economic growth, how he views inflation, why US equities remain attractive, and where income-seeking investors should look for potential opportunities.
Eurovision: Scores of Return Potential
Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention.
Quick Thoughts: China’s New Regulatory Cycle
China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility.
The Certainty of Change: Evolution of Investor Access to China
The unpredictable nature of politics and government action within individual countries can make a case for disaggregating international exposure, according to our Dina Ting.
Quick Thoughts: Are You Pricing in Water Risk?
Our Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this.
Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em
Our Chief Market Strategist Stephen Dover explores blockchain and digital assets through an equity-investor lens with Anthony Hardy and Christophe Vande Walle.
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.