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.

Commentary

Quick Thoughts: Sourcing Income in Bonds, Real Estate, and Multi-Asset Solutions

Sir John Templeton famously said that “this time is different” are the four most dangerous words for investors.

Commentary

Examining the Environment for Microcap Stocks

The smallest companies in the market may be overlooked by many investors, but can offer big potential. Here, we posed some questions about micro-capitalization (microcap) stocks to Franklin Mutual Series Portfolio Manager Oliver Wong, who explains how they have fared recently and where he’s finding opportunities.

Commentary

High Yield Bonds in View: Energy

Much has changed since the oil-market collapse in the early pandemic days of 2020, when prices actually turned negative. Franklin Templeton Fixed Income Research Analyst/Portfolio Manager Bryant Dieffenbacher looks back at industry developments since then, and outlines opportunities he sees in the high-yield energy bond market today.

Commentary

Come Together: Why Merger Arbitrage Strategies Deserve Renewed Attention

Despite historically high market valuations, merger and acquisition activity remains subdued.

Commentary

Inflation: The Devil We Knew

Our Fixed Income CIO Sonal Desai has been ahead of the curve in flagging the risks of inflation and rising rates that have now entered the mainstream debate.

Commentary

Coming Out of COVID-19: A Look at Interest Rates and Inflation in Europe

There is hope that economies will see a more sustainable and robust recovery this year, given unprecedented levels of monetary and fiscal stimulus and as more individuals are vaccinated against COVID-19. But one question for investors is what happens next—will inflation and higher interest rates be a consequence?

Commentary

The Birth of Global Tech Continues

From cloud computing and automation to self-driving cars, technology continues to be one of the world’s hottest sectors. Our Chief Market Strategist Stephen Dover and Portfolio Managers Donald Huber and John Remmert believe active investing in technology and innovation is a global story, and government support and spending in next-generation technologies is likely a long-term positive.

Commentary

A Value Investor’s View on US Small-Cap Stocks

Franklin Small Cap Value Fund Portfolio Manager Steve Raineri discusses why he thinks the near-record underperformance of higher-quality, profitable small-capitalization (small-cap) value stocks relative to lower-quality, unprofitable companies could present a compelling opportunity for longer-term investors as the US economy continues to recover from the COVID-19 pandemic.

Commentary

COVID 19 Disrupts Municipalities—Will Taxing Millionaires Accelerate Outmigration?

Apart from some high-profile downgrades, the muni credit markets finished 2020 buoyed by breakthrough vaccines and signs that state and local tax collections were better than anticipated.

Commentary

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.