Get insights on the latest Fed meeting—which showed hints at future monetary policy changes—from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello. https://t.co/huOkTItHd2
Tony Davidow joins Julie Willoughby and @MstarBenJohnson on @MorningstarInc’s “Big Picture In Practice” podcast for an engaging and relevant discussion on the risks and opportunities of alternative investment strategies. Listen now! https://t.co/Gl5XQj5Ii2
Will the Magnificent Seven stocks keep leading the market or are new opportunities emerging? Read the perspective of Franklin Templeton Institute. https://t.co/SUC8pHlW18
There is plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks, says Brandywine Global. https://t.co/D9CoRurdty
With widespread elections around the world in 2024, how will possible shifts in policies affect long-term trends around supply chains, energy security and defense spending? Find out from Mutual Series CIO Christian Correa. https://t.co/SmMl8kuB28
The Bank of Japan raised interest rates for the first time since 2007. Get insight on the main reasons for the policy change from Rini Sen, Franklin Templeton Fixed Income economist. https://t.co/LFUJMZlMzk
US high-yield issuers are likely to refinance their pandemic-era debt and potentially benefit from lower interest rates in the next two years, according to Glenn Voyles. Find out what this means for investors. https://t.co/ZScZXY59D2
Our 2024 “Voice of the American Workplace” survey revealed a disconnect between what workers want and what employers think they want. Learn more about opportunities to better align resources. https://t.co/7eQ1jHMhXy
Tony Davidow joins Julie Willoughby and @MstarBenJohnson on @MorningstarInc's "Picture In Practice” podcast for an engaging and relevant discussion on the risks and opportunities of alternative investment strategies. Listen now! https://t.co/Gl5XQj5Ii2
Will the 2023 equity bull market continue—or are there reasons to be more cautious this year? Find out what our professionals think in our 2024 survey across investment teams. https://t.co/v8jy6EiwZT
Our base case calls for the Federal Reserve to begin the easing cycle in July, but continued economic strength and sticky inflation could make September more likely, says Franklin Fixed Income economist Nikhil Mohan. Read the latest outlook. https://t.co/IM31XsKmtx
Here’s what a more constructive growth outlook implies across asset classes—and whether increasing risk makes sense. Thoughts from Franklin Templeton Investment Solutions. https://t.co/vNq3iMfXMI
Explore what’s happening in the commercial real estate market in this outline of the latest episode of the “Alternative Allocations with Tony Davidow” podcast featuring Clarion Partners CIO Jeb Belford: https://t.co/x4k2gXNBmJ
Make room Magnificent Seven. Hello “Fine Nine” or “Heaven 11.” The half-trillion-dollar market cap club is more likely to gain members than to lose them. https://t.co/5u5nnZkkAe
The Templeton Global Equity Institutional team expects the ever-changing global economy to continue creating opportunities for those willing to think differently, as we head into 2024. Learn more: https://t.co/M7sr4O1yfr
What does spot bitcoin ETF liquidity have to do with football? David Mann, our Head of Global ETFs Product and Capital Markets, explains: https://t.co/lECwDbZbDm
Electric vehicles have been under pressure, despite rapid growth in 2023. The long-term outlook remains positive, according to Franklin Templeton Emerging Markets Equity. Find out more. https://t.co/gY7HBTo9vW
What are our economists’ expectations for growth, inflation and monetary policy in the United States, the eurozone and Japan? Read our inaugural Franklin Templeton Fixed Income Macro Views to find out more. https://t.co/JPZSLF0bAM
The United States, Europe and Canada have embraced an energy transition that is likely to spur massive capital investment in industrial transformation, Franklin Equity Group believes. Learn more. https://t.co/dj4mfl5XBP
In fixed income, duration could be beneficial as yields appear poised to decline, according to Franklin Templeton Institute. Learn more: https://t.co/s1SyKxAF87
Fixed income offers attractive yields today, as well as total return potential, according to Ed Perks, Chief Investment Officer of Franklin Income Investors. Learn more: https://t.co/TsKCl0Q7sm
See how employers can better align benefits and resources with employee needs in our 2024 “Voice of the American Workplace” survey. https://t.co/mG1UQNldhT
Positive macroeconomic trends are fueling investor optimism in Japan’s stock markets. Find out more from Dina Ting, Head of Global Index Portfolio Management for Franklin Templeton Exchange-Traded Funds. https://t.co/NBe1QBb7kW
The shipping of goods across the world is vital to economic growth—here’s a look at some recent issues getting goods moved via international waterways—and the potential impact. https://t.co/YwH8PMf8pd
A return to pre-pandemic monetary policy could mean a promising 2024 for publicly traded real estate says Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher. They discuss how: https://t.co/k3VOr2AEZa
Some EM pockets rallied in 2023. Don’t overlook opportunities to target growth in these Fantastic Four: Taiwan and India, and in Latin America—Mexico and Brazil. https://t.co/eyuWPn9TgZ
Government policy may be of more importance to economic growth than demographics, explains Franklin Templeton Institute’s Stephen Dover and Kim Catechis. Find out why: https://t.co/ic0lxWyQ7A
Learn more about how bitcoin can provide opportunities for investors to better diversify their portfolios from Sandy Kaul, Franklin Templeton’s Head of Digital Asset and Industry Advisory Services. https://t.co/XXaF1w0d8E
In 2023, artificial intelligence, the soft economic landing and the Magnificent Seven dominated the news. From Franklin Equity Group’s vantage point, these three headlines merited attention, but so did a handful more. https://t.co/315v8fN94c
Seeing interest rates go down may require lower-than-expected future inflation or more job losses. Because of this, @BrandywineGIM modestly favors duration. Learn more: https://t.co/bd9VlQfSde
After January’s upside inflation surprise, our Franklin Fixed Income CIO Sonal Desai explains why investors should brace for volatility and a possible move of 10-year Treasury yields back in the 4.25%-4.50% range. https://t.co/VplzATLj6H
Moving beyond cash—thoughts on where to allocate one’s portfolio today from Stephen Dover, Head of Franklin Templeton Institute, along with @WesternAsset's Michael Buchanan and Franklin Income Investors’ Brendan Circle. https://t.co/FjMjoC6y4I
It looks like the last mile of disinflation will prove to be a lot harder than markets expect, argues Sonal Desai, Franklin Fixed Income CIO. Find out what this means for investors. https://t.co/VplzATLj6H
While we do not know exactly when the Fed will lower rates, historically after the Treasury curve has been inverted, monetary easing coincides with elevated equity market volatility. Read more in @BrandywineGIM's latest research: https://t.co/3bumAJIjKK
How can advisors engage clients on the topic of alternative investments? Tony Davidow and his guest Jackie Klaber of Rockefeller Capital Management explore the answers in the latest episode of “Alternative Allocations” podcast. Get the highlights: https://t.co/khLspmeTY6
Is the much-hyped recent wave of innovation finally paying off in durably faster productivity growth? Our Sonal Desai gives her view and discusses the implications for investors. https://t.co/tTd0KV5MIJ
As Southeast Asia’s largest economy and third-largest democracy in the world, Indonesia’s elections are likely to have implications for global investors. Read more from Kim Catechis. https://t.co/Er1IV9xQSM
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