PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity

Author Jeffrey Schulze, CFA Investment Strategist, ClearBridge Investments Listen to our latest “Talking Markets” podcast. A transcript follows. Transcript Interviewer: Jeff, let’s start with the Recession Risk dashboard. It’s always at the center of your economic outlook. Remind everyone quickly how it works, and what it looks like right now. Jeff Schulze: Yes. So, the dashboard is 12 economic indicators [...]

On My Mind: Just a Flesh Wound?

Author Sonal Desai, Ph.D. Chief Investment Officer Franklin Templeton Fixed Income US Consumer Price Index (CPI) inflation jumped to a new high of 5.4% year-over-year (y/y) in June. This comes after a 5.0% rise in May and a 4.2% rise in April. Yet the US Federal Reserve (Fed), many investors and a number of economists still act unimpressed. They shrug [...]

On My Mind – Inflation: Nothing to see here. Really?

Author Sonal Desai, Ph.D. Chief Investment Officer Franklin Templeton Fixed Income US Consumer Price Index (CPI) inflation jumped to a new high of 5.4% year-over-year (y/y) in June. This comes after a 5.0% rise in May and a 4.2% rise in April. Yet the US Federal Reserve (Fed), many investors and a number of economists still act unimpressed. They shrug [...]

Quick Thoughts: Think Quantum with Cybersecurity

Author Stephen H. Dover, CFA Chief Market Strategist and Head of Franklin Templeton Investment Institute Franklin Templeton Imagine you’re trying to solve a maze with a quantum computer1 and need to decide: Should you go right or left? Unlike classical computers, the quantum computer can choose both directions at once, exploring all possible paths through this maze simultaneously, and immediately [...]

Quick Thoughts: Financial and Infrastructure Cybersecurity

Author Stephen H. Dover, CFA Chief Market Strategist and Head of Franklin Templeton Investment Institute Franklin Templeton Cyberattacks are the fastest growing crime globally, rapidly escalating in size, sophistication, and costs while exposing the integrity of our infrastructure and financial systems. Cybercrime losses globally are projected to exceed US$6 trillion in 2021, more than damage costs from natural disasters in [...]

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Author Robert Christian Co-Head of Investment Research and Management K2 Advisors Brooks Ritchey Co-Head of Investment Research and Management K2 Advisors Q3 2021 Outlook: Summary With society and economies in transition, investors must underwrite to a wide range of potential outcomes. Progress on vaccinations, central banks beginning a cycle of tightening policy, and earnings growth are important variables that are [...]

On My Mind: Something Has to Give

Author Sonal Desai, Ph.D. Chief Investment Officer Franklin Templeton Fixed Income US Treasuries have rallied sharply over recent weeks with yields dropping by about 30 basis points,1 and analysts are scrambling with differing explanations. However, the growth outlook has not actually changed. I see three possible scenarios, which I discuss below. But regardless of which scenario plays out, something in [...]

PODCAST: Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em

Author Stephen H. Dover, CFA Chief Market Strategist and Head of Franklin Templeton Investment Institute Franklin Templeton Anthony Hardy Vice President, Research Analyst Franklin Equity Group Christophe Vande Walle Retail Sales Director, Benelux Franklin Templeton Listen to our latest Talking Markets podcast to hear more. A transcript follows. Christophe Vande Walle: Welcome Stephen and Anthony, a real pleasure having you [...]

Why UK Equities Now?

Author Ben Russon Vice President, Portfolio Manager Franklin UK Equity Team Dan Green Portfolio Manager and Research Analyst Franklin UK Equity Team Richard Bullas Vice President Portfolio Manager and Research Analyst Franklin UK Equity Team Will Bradwell Portfolio Manager, Research Analyst, Franklin UK Equity Team The UK equity market has weathered the pandemic period but continues to trade at a [...]

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

Author Stephen H. Dover, CFA Chief Market Strategist and Head of Franklin Templeton Investment Institute Franklin Templeton Edward D. Perks, CFA Chief Investment Officer, Franklin Templeton Investment Solutions Mark Lindbloom Portfolio Manager, Western Asset Management Onay Payne Managing Director Clarion Partners, LLC Sir John Templeton famously said that “this time is different” are the four most dangerous words for investors. [...]

Nach oben