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Beyond Bulls & Bears - Perspective From Franklin Templeton Investments Beyond Bulls & Bears Beyond Bulls & Bears Beyond Bulls & Bears U.S. Edition Investment Adventures in Emerging Markets English 简体中文 Nederlands Français Italiano Deutsch Español polski Home About Categories Alternatives Equity Fixed Income Multi-Asset Emerging Markets Perspectives Archive Authors Search Toggle NavigationBeyond Bulls & Bears Home About Categories Alternatives Equity Fixed Income Multi-Asset Emerging Markets Perspectives Archive Authors Search Alternative Allocations: Democratizing alternative investments in today’s market May 13, 2024May 13, 2024 Franklin Templeton Institute’s Tony Davidow discusses democratization of alternative investments and the lessons learned from institutions that have historically used alternatives with Matt Brown, Founder and CEO of CAIS. Quick Thoughts: Investment Ideas—Getting cash off the sidelines Fixed Income Quick Thoughts: Investment Ideas—Getting cash off the sidelines Is it time to move out of cash? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Julien Scholnick, Portfolio Manager, Western Asset Management, and Joanne Driscoll, Portfolio Manager and Head of Short-Term Liquid Markets, Putnam Investments, to answer this question and examine the opportunities within the fixed income space. Stephen H. Dover, CFA | May 09, 2024May 09, 2024 PODCAST Anatomy of a Recession Update: A wait-and-see Fed Alternatives PODCAST Anatomy of a Recession Update: A wait-and-see Fed Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election. Jeffrey Schulze, CFA | May 09, 2024May 09, 2024 The rerating horserace Equity The rerating horserace Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along. Amit Dholakia, CFA | May 09, 2024May 09, 2024 Quick Thoughts: Spring cleaning Multi-Asset Quick Thoughts: Spring cleaning Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover. Stephen H. Dover, CFA | May 07, 2024May 07, 2024 On My Mind: The Fed, the Treasury and a fistful of dollars Fixed Income On My Mind: The Fed, the Treasury and a fistful of dollars Franklin Templeton Fixed Income CIO Sonal Desai discusses why persistently loose fiscal policy, relentless price pressures and resilient economic growth may cause a problem for the US Federal Reserve—and explains the implications for bond yields. Sonal Desai, Ph.D. | May 06, 2024May 06, 2024 Quick Thoughts: Fed hawks will fly lower—eventually Perspectives Quick Thoughts: Fed hawks will fly lower—eventually Although there were no huge surprises coming out of the recent Fed meeting, it may have provided hints on what the FOMC is thinking about future monetary policy changes. Franklin Templeton Institute analyzes the Fed’s statement and press conference. Stephen H. Dover, CFA | May 02, 2024May 02, 2024 Evolving Fed expectations and asset-allocation implications Multi-Asset Evolving Fed expectations and asset-allocation implications With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors. Wylie Tollette, CFA | May 01, 2024May 01, 2024 Alternative Allocations: Due diligence meetings Alternatives Alternative Allocations: Due diligence meetings How and why more advisors are tapping into alternatives—Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute, shares insights from a recent gathering. Tony Davidow, CIMA® | April 30, 2024April 30, 2024 Meet the Manager: Joanne Driscoll Perspectives Meet the Manager: Joanne Driscoll Morningstar has named Joanne Driscoll, Head of Short Term Liquid Markets for Franklin Templeton Fixed Income, one of its top female fund managers of 2024. Joanne recently joined Franklin Templeton following the company’s merger with Putnam Investments. Get to know more about Joanne in this Q&A. Joanne Driscoll, CFA | April 22, 2024April 22, 2024 Quick Thoughts: Checking the CIO pulse Perspectives Quick Thoughts: Checking the CIO pulse So far this year, the US equity market has shown remarkable resilience and US inflation has remained sticky. Against this backdrop, a recent survey of our chief investment officers offers analyses and perspectives on key areas, such as Federal Reserve rate cut expectations, geopolitical risks, uncertain corporate earnings and opportunities in different asset classes. Stephen H. Dover, CFA | April 17, 2024April 17, 2024 A story about the drongo, the meerkat and debt markets Alternatives A story about the drongo, the meerkat and debt markets A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa, from Benefit Street Partners Managing Director Anant Kumar. Anant Kumar | April 12, 2024April 12, 2024 Posts navigation Older posts Important Legal Information This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton. 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