Franklin Templeton’s Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires something markets cannot price yet: a durable resolution to the conflict.
From a chemistry lab to managing $40 billion across Asia-Pacific, Felicity Walsh’s journey proves the only career box that exists is the one you choose to stay in.
Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh appraisal.
After years of narrow market leadership, Franklin Templeton’s portfolio managers argue that 2026 will reward investors who embrace broader market participation, active management and the real economic impact of AI and macro change.
The flexibility of OpenInvest’s open architecture was key to an innovative three-way deal the platform provider has signed with Franklin Templeton and Partnervest.
A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been benign. The passage of the “Big Beautiful Bill” has brought clarity on the fiscal outlook, but uncertainty on trade negotiations remains. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
The incredible performance of the Magnificent Seven mean investors aren’t always seeing the technological growth that’s driving industries like professional services, construction and medicine.
Turbulent markets make it timely to review three growth businesses that boast strong free cash flow and robust balance sheets for volatile times, writes Francyne Mu, portfolio manager at Franklin Equity Group.
Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the retirement strategy game has changed.
Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of negative-yielding bonds now yielding in the positive, owners of the debt face ugly marked-to-market losses – but counter-intuitively, there were investors willing to buy them.
Tightening of central policy on a global scale is creating valuation arbitrage across the board, and creating investment opportunities for skilful managers.
Alternatives don’t have to be African coal mines; in many cases they’re just normal assets like equity or business loans wrapped up in a private market structure.
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an uncertain environment for investors.
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts.
