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Macroeconomic & Geopolitical
Quick Thoughts: Is normal really what we want?
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Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.
Macroeconomic & Geopolitical
International equities: Poised for recovery
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Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
Macroeconomic & Geopolitical
Quick Thoughts: Silicon Valley Bank (SVB) Failure Ripples Through the Market
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Here’s an update on the latest news involving SVB and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.
Macroeconomic & Geopolitical
Quick Thoughts: How to avoid making a unicorn skeleton
Curated content for RIAs.
Stephen Dover, Head of Franklin Templeton Institute, crunches the data to decipher the odds of a US recession this year and the implications for investor portfolios.
Macroeconomic & Geopolitical
China's Digital Currency is a Threat to Dollar Dominance
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Why digitalisation of the renminbi will have a durable, transformative impact on the international economy.
Macroeconomic & Geopolitical
Biden goes the predictable route
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After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election. Though many names were floated in the past month, Harris has long been considered a favorite for the VP pick. Harris, a 2020 candidate for president herself, fits the bill as an experienced politician with liberal credentials and a knack for fundraising. In the past Biden spoke about the need to pick a VP who could lead the country if needed, and her experience in California state government and the U.S. Senate, as well as her national profile, make her a natural choice.