Commentary

The Value of Dividends in Any Season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

Commentary

The US Prioritizes Climate Change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

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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.

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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?

Commentary

A Different Kind of Pivot

Markets hoped for a dovish Federal Reserve “pivot,” but got a hawkish surprise instead.

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UK Vs. US Pensions: The Risks of Derivatives-Led LDI Approach

It is unlikely that US corporate defined benefit (DB) pensions will have to face liquidity issues like those UK DB pensions recently witnessed, primarily because of their different approach to valuing liabilities, varying use of derivatives/leverage, and therefore a different investment style of liability-driven investing (LDI), according to Franklin Templeton Fixed Income’s Tom Meyers.

Commentary

Something of Value

Franklin Mutual Series believes that fewer value investors in the market today may mean better opportunities for those who remain.

Commentary

US Retirement Legislation And Regulation Bulletin: Third Quarter 2022

On August 16th, President Joe Biden signed the Inflation Reduction Act into law, ending months of uncertainty over whether congressional Democrats would ever reach agreement on a compromise budget reconciliation bill.

Commentary

A Lesson in Ratios and ETF Liquidity

In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.

Commentary

Municipal Markets Continue To Feel The Pressure This Year, Yet Fundamentals Remain Stable

The municipal bond market has not been immune to bouts of volatility hitting the markets this year, but there are still pockets of opportunity, according to Franklin Templeton Fixed Income’s Director of Municipal Bonds, Ben Barber.

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Staying on Message

Federal Reserve Chairman Powell delivered another forceful message to markets that an early pivot back to rate cuts will not happen until inflation is under control.

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Making The Case for Alternatives—Particularly Commercial Real Estate—in Defined Contribution Plans

Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.

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Euro Fall: Why Parity Between the Euro and US Dollar May Persist

Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.

Commentary

Think Locally, Invest Globally

Franklin Mutual Series explains how global investing may provide a path to better returns.

Commentary

The Fed—Do You Hear Me Now?

Fed Chairman Powell delivered a forceful and unequivocal message today at Jackson Hole, pushing back against market expectations of an early pivot back to rate cuts.