Education on why advisors need not fear illiquidity is crucial, says Matt Brown of CAIS in the latest episode of “Alternative Allocations with Tony Davidow” podcast. Learn more: https://t.co/PZ0w5lDiuh
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
Innovation in private market funds may deserve attention from high-net-worth investors who were previously deterred by less flexible features, explains Investment Strategist Tony Davidow. Learn more.
https://t.co/qRiFTpi95x
US inflation has been “stickier” than anticipated, and markets have been repricing rate-cut expectations. Stephen Dover weighs in on the implications for fixed income from a recent panel discussion.
https://t.co/JWyPTQLCiY
Spring has sprung! Is it time to rethink your investment portfolio? Here are some ideas from Franklin Templeton Institute’s Stephen Dover.
https://t.co/iTwD95jR6s
Learn more about the different political parties involved in the upcoming South African elections, and the possible consequences of different outcomes, from Franklin Templeton Institute’s Kim Catechis.
https://t.co/QaV7qJllVT
Investors might eventually focus in a more sustained way on the issuance implications of the US government’s massive fiscal deficits, argues Sonal Desai, Franklin Templeton Fixed Income CIO. Find out what this means for investors.
https://t.co/GCOd2lADNJ
Education on why advisors need not fear illiquidity is crucial, says Matt Brown of CAIS in the latest episode of “Alternative Allocations with Tony Davidow” podcast. Learn more: https://t.co/PZ0w5lDiuh
Strong technicals and several important factors remain constructive for high yield, despite tight current spreads, says Brandywine Global:
https://t.co/ZDGdUm6rAH
What’s the difference from the “platform economy” and the “protocol economy?” Sandy Kaul, Franklin Templeton’s Head of Digital and Industry Advisory Services, explains.
https://t.co/UX5vpTpk9u
The markets will have to wait and see if the Fed hawks will start to fly a bit lower, according to Franklin Templeton Institute. Read the team’s analysis of the latest Fed meeting.
https://t.co/AK3DETdjOd
The implications of the current Fed cycle and reflationary macro conditions are supportive of equities and risk-taking in multi-asset portfolios, according to Franklin Templeton Investment Solutions. Read more:
https://t.co/NTTM7Acyz3
What do mastodon bones, limestone bedrock, and live local jazz have in common? They all take a front seat at @ElephantRoomATX. Our private real estate manager, @ClarionPartners, takes pride in investing in and owning the historic Swift Building in downtown Austin, TX. https://t.co/RnLOh0whTHhttps://pbs.twimg.com/media/GM-8GvQXMAAFd_F.jpg
The latest Global Fixed Income Perspectives from Brandywine Global assesses risks and opportunities across each broad sector, including developed and emerging markets as well as investment grade, high yield, and structured credit: https://t.co/KLs8ygUATW
For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Find out more from Franklin Templeton Institute’s Kim Catechis. https://t.co/qPO9XwSfs5
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
Interest rates and the US election are two sources of uncertainty that K2 Advisors thinks can create opportunities for global macro hedge fund strategies. Read more. https://t.co/oD5wJDDqt1
More advisors are tapping into alternative investments in the current challenging market environment. Find out how and why from Franklin Templeton Institute’s Tony Davidow. https://t.co/rZxCdbHcsd
Product innovations like interval and tender-offer funds have made real estate more accessible to investors at lower minimums and greater flexibility, according to the Franklin Templeton Institute. Learn more: https://t.co/1XI3FGHqj0
Opportunities for individual investors in private real estate have expanded with registered funds that offer daily valuation and greater liquidity, as explained by the Franklin Templeton Institute. Read more:
https://t.co/IaC5vtOmqc
Morningstar has recognized Joanne Driscoll, Head of Short Term Liquid Markets for Franklin Templeton Fixed Income, as one of its top female fund managers of 2024. Learn more about Joanne in this Q&A.
https://t.co/PthfwXWRQf
How does our Franklin Templeton Fixed Income team approach active management for muni bond investments? Tune in to a Masters of the Muniverse discussion with our Ben Barber, who is a guest on @BBGIntelligence's recent FICC Focus podcast: https://t.co/inKVB2cErw
Over the last decade, there has been a massive shift in foreign investment into the US. According to Brandywine Global, that leaves trillions of dollars dependent on continued US economic and market outperformance:
https://t.co/mRPjXul2kC
With advances in everything from agriculture to services and manufacturing, India offers new potential opportunity set for investors. Get insights on India’s new era from Templeton Global Macro:
https://t.co/DUNjrbhSDs
The US equity market has been resilient and US inflation sticky so far this year. As Fed rate cut forecasts adjust and the investment landscape shifts, Franklin Templeton CIOs provide their analyses and perspective. https://t.co/vAtMdHN4sW
GenAI is a paradigm shift comparable at least in significance to the invention of the internet and web browser, according to Franklin Equity Group. Learn about key investment considerations for this innovative technology. https://t.co/YE5kNbtb5N
Companies addressing biodiversity risk want to show customers that they do not negatively impact the environment, according to a survey by Franklin Templeton Fixed Income. Learn more about biodiversity efforts and the implications for investors.
https://t.co/DUNjrbhSDs
Both the US and European central banks are looking for continued evidence of lower inflation before starting their easing cycles, according to Franklin Templeton Fixed Income. The team opines on this and more in its latest Sector Views. https://t.co/7FaHaF9cRu
Many companies are reconsidering their reliance on China as the manufacturing base for the world. Get an in-depth exploration of the topic from Franklin Templeton Emerging Markets Equity. https://t.co/chh4tPvd6w
Here’s 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.
https://t.co/3XcuCBIV2H
Know anyone looking to learn more about the Bitcoin halving? Christopher Jenson, Director of Digital Asset Research will be livestreaming on @FTI_DA at 1:00pm PT/ 4:00pm ET for a Q&A to discuss the upcoming Bitcoin halving. https://t.co/2NaDvscDQghttps://pbs.twimg.com/media/GLdHh8oWIAA71_Q.jpg
March US inflation surprised to the upside, and combined with a reacceleration of supercore inflation, it seems unlikely the Fed will cut interest rates before September, according to Nikhil Mohan of Franklin Templeton Fixed Income. Read more: https://t.co/nouScmhij4
The Japanese economy and stock market are turning a corner after decades of disappointment, but stock-picking is key, according to Franklin Mutual Series. Read more: https://t.co/T6eOX9j2jc
April update: Survey says! See the results of the Franklin Templeton Global Investment Manager Survey with our predictions on inflation, recession, asset class performance and more for 2024. https://t.co/v8jy6EiwZT
With signs of improvement in the global economy, read about reasons for optimism from Franklin Templeton Investment Solutions in their latest “Allocation Views.” https://t.co/Ec3uGkiUFW
Listen to the latest Talking Markets podcast for updates on the ClearBridge Recession Risk dashboard and perspective on the US economy: https://t.co/Xi3e8InHJA
China’s manufacturing data may be signaling optimism that the country could reach its GDP growth target in 2024, according to Franklin Templeton’s EM Equity Team. Get the team’s latest outlook: https://t.co/ovQvRDbUWV
There are four areas of securitized products that offer interesting opportunities in the current rate environment. Here’s why Brandywine Global is looking at agency mortgage-backed securities, and more: https://t.co/0mwlNGiTNU
Get ongoing thoughts on the investment, geopolitical and policy implications of the most influential elections across the globe in 2024 from Franklin Templeton’s investment leaders: https://t.co/1yBxOZsqi0
If South Korean President Yoon’s party can secure a majority in April’s parliamentary election, the ruling bloc should meet fewer policy and agenda hurdles, according to Franklin Templeton ETFs’ Dina Ting. https://t.co/7ogPI0oVfk
The US dollar has been advancing since 2011, supported by growth outperformance. Brandywine Global explores whether the drivers that have been keeping the dollar higher may continue, both near and longer term. https://t.co/blFCcz2Hh8
Get the insights from the latest episode of “Alternative Allocations with Tony Davidow” podcast featuring Patrick McGowan of @sanctuarywp: https://t.co/1PxjehV27v
Although many developed market central banks remain in a holding pattern, most signaled a willingness to cut interest rates. Learn more in this quarter’s Central Bank Watch: https://t.co/SUKxqtn5L8
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
In fixed income, duration could be beneficial as yields appear poised to decline, according to Franklin Templeton Institute. Learn more:
https://t.co/s1SyKxAF87
How will the outcome of the 2024 elections affect the legislative landscape, especially concerning taxation and spending? Learn more from Stephen Dover, Head of Franklin Templeton Institute. https://t.co/lP5MTQM8pg
Ben Barber, Franklin Templeton Fixed Income’s Director of Municipal Bonds, warns that states may face smaller surpluses or budget gaps as revenue growth slows down and expenditures increase due to inflation, labor contracts and other factors. https://t.co/COnXQENAD6
If the current Indian prime minister secures a two thirds majority in the election, he will have a mandate for constitutional change, according to Franklin Templeton Emerging Markets Equity. Find out what this could mean for judicial and election reform. https://t.co/nQXPZ0vgYu
What does Japan’s interest rate hike mean for Japanese stocks, the yen, and the world? Templeton Global Investments comments on which sectors could benefit. https://t.co/Q5mn7zzIgR
Why would relative performances for India funds be larger than typical for an index fund? Our Franklin Templeton Global ETF team examines the nuances of investing in Asia’s third-largest economy: https://t.co/Jh8FQEEwke
Financial professionals now have access to a wider range of alternative investments, and our own Tony Davidow sat down with @wealth_mgmt to talk about how we are helping advisors navigate these private markets. Listen now: https://t.co/r1qs3cuVhW
Ethereum is more than a blockchain with a cryptocurrency – it's an example of an entirely new business model with incentives that are better aligned to consumers. Learn more from members of our Digital Assets team.
Getting inflation down to 2% will be harder and take longer than Federal Reserve Chair Jerome Powell expects, argues Sonal Desai, Franklin Templeton Fixed Income CIO. Find out what this means for investors. https://t.co/bedngJTBAt
Secondaries, now a pivotal element in the private equity landscape, provide access to a diverse range of investment opportunities across stages and sectors. Learn more from Franklin Templeton Institute’s Tony Davidow. https://t.co/gbwDlvF8PL
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
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