Global perspectives and local insights from our investment teams. © 2020 Franklin Templeton https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
While GDP and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments about three potential economic and market risks for the second half of the years. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.
Franklin Templeton Chief Market Strategist, Stephen Dover, and our Anthony Hardy and Christophe Vande Walle explore blockchain and digital assets through an equity investor lens. They discuss the growing implications of this sector and why investors & asset managers shouldn’t ignore it any longer.
Franklin Templeton’s Ed Perks, Western Asset’s Mark Lindbloom, and Clarion Partners’ Onay Payne join our Stephen Dover to discuss how despite the low-rate environment, they are looking for income opportunities within equities, fixed income and even real estate. Plus, how inflation concerns fit into income strategies.
Our Sara Araghi, Zehrid Osmani with Martin Currie, Bonnie Wongtrakool with Western Asset, speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors—and, what it all means for investment strategies.
Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Templeton and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions. They also cover the impacts private and Special Purpose Acquisition Companies are having on markets. And, why some innovative companies and technology that is changing our lives, may not make great investment...
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Francis Scotland, director of Global Macro Research at Brandywine Global, and John Bellows, Portfolio Manager and Research Analyst at Western Asset join Franklin Templeton Chief Market Strategist Stephen Dover to break down economic growth expectations in different parts of the world. Plus, differing views on inflation being transitory or more sustained.
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
Examining shifts in priorities and behaviors for both companies and investors using Environmental, Social, and Corporate Governance strategies as a result of the pandemic.
Ben Barber, Director of Franklin Templeton Municipal Bonds, and Jennifer Johnston, Director of Research for Franklin Templeton Municipal Bonds joins Stephen Dover to discuss how the new US stimulus package and potential infrastructure plan could impact the municipal bond space...plus, why an array of tax changes could boost the relative value of munis.
Michael Hasenstab, Chief Investment Officer, Templeton Global Macro speaks with our Katie Klingensmith about why some investment focuses are turning to Asia. He also addresses the inflation debate from both sides.
Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about some topics investors should be taking into consideration: low rates, high deficits, inflation concerns, rising US Treasury Yields and commodity prices, and the COVID-19 vaccine rollout ramping up globally.
Alistair MacDonald speaks with our Grant Bowers and Chetan Sehgal about the rate of economic recovery in the US versus emerging market countries and what impact this could have on investment strategies for equities in both areas.
Our Renee Anderson speaks with Ed Perks, Chief Investment Officer with Franklin Templeton Investment Solutions, about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.
Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green – a strong signal for growth.
Julie Moret, Global Head of Environmental, Social and Governance (ESG) at Franklin Templeton, discusses how the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.
With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.
The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of ...
In coming years, US Congress and the Biden administration could implement spending programs and tax reforms at the national level that trickle down into state and local government policies too. Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications for the municipal bond market, against a backdrop of COVID-19.
Our Head of Equities Stephen Dover joins Franklin Equity Group’s Evan McCulloch and Wendy Lam to get their investment views on recent US election and COVID-19 vaccine news. They also discuss what it’ll take to distribute a vaccine around the world, once a safe and effective one is available.
The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real-estate trends today and which areas look more promising than others.
If you can never get enough true crime... Congratulations, you’ve found your people.
We’re at our most vulnerable when we go to our doctors. We trust the person at the other end of that scalpel. We trust the hospital. We trust the system. Christopher Duntsch was a neurosurgeon who radiated confidence. He claimed he was the best in Dallas. If you had back pain, and had tried everything else, Dr. Duntsch could give you the spine surgery that would take your pain away. But soon his patients started to experience complications, and the system failed to protect them. Which begs the question: who - or what - is that system meant to protect? From Wondery, the network behind the hit podcast Dirty John, DR. DEATH is a story about a charming surgeon, 33 patients and a spineless system. Reported and hosted by Laura Beil.
This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.