Investment
Defensive asset coverage for advisers, including fixed income, credit, cash strategies, and downside-protected portfolios.
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- Cristina Lee
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Cash returns to the portfolio toolkit as liquidity gets repriced
Higher rates have restored cash’s relevance, but advisers still need to distinguish between idle capital and purposeful liquidity.
The Fed has a new chair. Here is what that means for portfolios
Kevin Warsh's first press conference as Federal Reserve chair signals a hawkish Federal Reserve forward guidance shift. Franklin Templeton's Sonal Desai...
Stagflation is back. Here is what that means for fixed income
Franklin Templeton's Fixed Income team sees a more stagflationary world taking shape. Growth is diverging, inflation is proving stubborn and central banks have...
This Australian fixed income fund just earned Morningstar's highest rating
Franklin Templeton's Australian Absolute Return Bond Fund has received a Morningstar Gold rating, the research house's highest conviction call. Here is what...
Credit's time: portfolio diversification reimagined in volatility
Harrison Lane, investment director at Apostle Funds Management, makes the case for global sub-investment grade credit as a smarter approach to portfolio...
The resilient pillars of U.S. currency power
The debate over the future of the U.S. dollar is louder than ever, yet beneath the noise, Franklin Templeton’s Sonal Desai argues the greenback’s dominance...
Is the 60/40 portfolio still relevant in 2026?
For decades, the traditional 60/40 portfolio has been a reliable foundation for investors seeking a balance between growth and stability. But is it still...
Why public fixed income may be better positioned than many investors think
Capital Group’s Manusha Samaraweera says public market fixed income is offering a more compelling mix of income, resilience and diversification than many...
Why private credit’s newest opportunity may lie in what others need to sell
Pantheon’s Victor Mayer says credit secondaries are coming into their own as liability mismatches, leverage and gated vehicles create a new source of...
Managing liquidity and longevity vital for retirement
Richard Quin highlights how retirement portfolios are being reshaped by liquidity pressures, inflation, and sequencing risk with fixed income reclaiming its...
Fixed income in 2026: deficits, AI and the case for global diversification
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...