Commentary

Evolution & Revolution: Five Technology Megatrends Impacting Society

Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon.

Commentary

Investing for the Next Decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West.

Commentary

De-globalization—Myth or reality?

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

Commentary

Real Estate Investment Opportunities Amid Macro Uncertainties

Macro uncertainties and tightening financial conditions are pressuring the real estate investment market. Tim Wang, Head of Investment Research for Clarion Partners, discusses the challenges and opportunities in this current environment.

Commentary

End of a Golden Era for Profits?

If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends?

Commentary

K2 Hedge Fund Strategy Outlook: Fourth Quarter 2022

From an investment standpoint, aggressive regime shifts like the current one often create price dislocations as allocators restructure their portfolios, according to K2 Advisors.

Commentary

Student Loan Forgiveness Plan and Inflation Reduction Act: Are These New Policies Inflationary or Deflationary?

Inflation is top of mind for consumers and market participants. In the United States, many are questioning whether student loan forgiveness will make inflation worse, and if the recently passed “Inflation Reduction Act” will offer relief.

Commentary

Communications Breakdown: The Great Subscriber Shuffle

In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.

Commentary

The Fed Capitulates

The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth.

Commentary

The Future of Food is Technology

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty.

Commentary

Making The Case for Municipal Bonds Despite Recent Volatility

The first half of the year has so far been challenging for investors in municipal bonds.

Commentary

Quick Thoughts: Global Investor Forum 2022

The Franklin Templeton Institute hosted the Global Investor Forum last week in New York featuring internal and external speakers with expertise across economics, history, foreign policy, sustainability and investment management.

Commentary

On My Mind: Overdue Reality Check for Fed and Markets Has Barely Begun

Investors’ expectations that interest rates will not rise much may be very misguided.

Commentary

Moneyball: The Art of Analysis in ETF Trading and Liquidity

What does baseball have in common with exchange-traded funds (ETFs)?

Commentary

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like.