Commentary

Thinking Holistically About ESG

In this excerpt from our latest “Global Investment Outlook,” Franklin Equity Group Portfolio Manager Serena Perin Vinton discusses how her team thinks about environmental, social and governance (ESG) investing and the opportunities in investment-driven innovations levered to a more sustainable environment.

Commentary

Debating the Next Moves for Inflation, Growth, and Rates

Rising inflation globally raises the question of whether inflation is persistent versus transitory, driving debate among our investment managers. Our Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed economic growth, interest rates, and inflation during a roundtable,

Commentary

Are We at the Inflection Point of Climate Change Investing?

The rise of environmental, social and governance (ESG) investing is nothing short of extraordinary, according to Yu Meng, Chair of Asia Pacific at Franklin Templeton. As we are constantly reminded by extreme climate change events, he says urgent actions are required from all of parts of society and the economy, including the financial markets.

Commentary

Coalition Politics: Compromise is Key to Funding Germany’s Future

A three-party coalition could soon govern Germany for the first time in the country’s history following recent elections. Matthias Hoppe, senior vice president and portfolio manager, Franklin Templeton Investment Solutions, believes uncertainty caused by coalition talks is likely to increase volatility in Europe’s financial markets, but changing a conservative attitude to public spending is the real challenge for a new government as Germany wrestles with the reality of increasing macro-economic imbalances and a stated aim to achieve carbon neutrality by 2045.

Webinar

Making It Last: Advanced Retirement Income Strategies for Everyday Investors

Investors spend a lifetime building a retirement nest egg. But once they retire—will it last?

Making It Last – Advanced Retirement Income Strategies for Everyday Investors offers key insights for developing a sustainable retirement income strategy for clients.

Commentary

Greener Post-Election Germany Likely, but Limited Fixed Income Impact

The German election resulted in change in party leadership, but market impact should be limited, according to David Zahn, our Head of European Fixed Income. He shares an overview of the election implications.

Commentary

Digital Trends Impacting Investors and Advisors

Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry.

Commentary

Addressing Undiversified Risk

When diversification is a core principle for successful investing, what stops women from offering their talents in finance and investment careers?

Commentary

Paradigm Shifts Impacting the Investment Landscape: China, Inflation and Monetary Policy

There are several “paradigm shifts” impacting markets today, according to Templeton Global Macro CIO Michael Hasenstab. He outlines how central banks might approach tapering of pandemic-driven asset purchases, and the potential investment risks and opportunities he sees.

Commentary

High Yield Bonds in View: The Impact of Inflation

Our high yield corporate credit team has been monitoring how inflation is impacting various market sectors, with an eye on four factors: input cost inflation, pricing power, impact to earnings and repricing vulnerability. 

Commentary

On My Mind: Just a Flesh Wound?

Prices continue to climb, with the US CPI rising in June by the most since 2008.

Commentary

US Infrastructure Plan and Muni Bond Update

In May, our municipal bond team published some thoughts on US President Biden’s $2 trillion infrastructure package called “The American Jobs Plan.” As this package makes its way through Congress, the team will provide updates—here’s the latest from our Muni Bond Director Jennifer Johnston.

Commentary

Quick Thoughts: Think Quantum with Cybersecurity

Our Chief Market Strategist Stephen Dover explores how quantum computers will soon unlock and slice through infrastructure and financial systems’ public key cryptography.

Commentary

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Heading into the second half of the year, pandemic concerns are not completely in the rear-view mirror.

Commentary

Retirement Reimagined

The concept of retirement has changed over the decades—as have the ways of funding it.