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Quick Thoughts: Midterms and Markets
While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover. ...more
A Time of Transition and Tax-Loss Harvesting
As the transition to a new year approaches, David Mann, Head of ETF Product & Capital Markets, revisits the annual tax-loss harvesting season. ...more
Quick Thoughts: The Search for Hidden Opportunities
What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more? ...more
Something of Value
Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain. ...more
Real Estate Investment Opportunities Amid Macro Uncertainties
On My Mind: Rollercoaster Ride to Reality
Anatomy of a Recession—Focusing on the Fed
In our latest “Talking Markets” podcast, Jeff Schulze speaks about how the Federal Reserve’s latest moves are impacting the odds of a recession in the United States. ...more
US Retirement Legislation and Regulation Bulletin: Third Quarter 2022
We believe it is important to keep you informed on the latest proposals and regulations impacting the retirement industry, as well as implications to your business. ...more
On My Mind: Staying On Message
The Fed delivered another 75 bps rate hike and reiterated its Jackson Hole message: reducing inflation is now its one and only priority. ...more
You Are Not First: Making The Case For Alternatives—Particularly Commercial Real Estate—In Defined Contribution Plans
Think Locally, Invest Globally
On My Mind: The Fed—Do You Hear Me Now?
Fed Chairman Powell delivered a forceful and unequivocal message, pushing back against market expectations of an early pivot back to rate cuts. ...more
Investing In Innovation–Impacts Of Market Volatility And Shocks
Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. ...more
In ETF Trading, No News Is Good News
David Mann takes this quiet end-of-summer opportunity to pre-empt any of the typical ETF investor concerns that can pop up during busier times. ...more
Inflation Hedges: Fact And Fantasy
Quality Microcaps Can Weather The Current Storm
US Equities: Opportunities Amid Turbulence
A Collective ETF Trading Mentality
What do sports cards have in common with exchange-traded funds? David Mann explains why a collective mentality may be beneficial for traders of both. ...more
On My Mind: Are We There Yet?
Investing In Infrastructure: Why Now?
Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation and rising interest rates. ...more
Where Have All The 100-Yen Stores Gone?
Re-Examining Japan’s economy
Anatomy Of A Recession–Deteriorating Economic Conditions With Continuing Bear Market
Jeff Schulze shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States. ...more
Communications Breakdown: The Great Subscriber Shuffle
Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble. ...more
Boris Johnson Resigns: What’s Next For Markets?
Our Head of European Fixed Income, David Zahn, weighs in on the market implications of the resignation of UK Prime Minister Boris Johnson. ...more
Looking Beneath The Surface Of Monetary Policy Tightening
Thought leaders discuss how the largest Fed hike in nearly three decades could impact US markets and the economy. ...more
On My Mind: The Fed Capitulates
The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation. ...more
Accidents, Safety Nets And ETFs
What do auto accidents have to do with trading exchange-traded funds? Buckle up as David Mann explains some good practices to hopefully avoid a “bad” trade. ...more