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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.
Market Outlooks
Evolution & revolution: Five technology megatrends impacting society
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Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services.
Fixed Income Insights
Fixed income is finally delivering income!
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Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
Market Outlooks
Weekly Macro Update: What Will Kill This Market?
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Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
Market Outlooks
Weekly Macro Update: The Emerging Markets Recovery & The Race Ahead
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With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
Market Outlooks
Weekly Macro Update: Approaching Apogee
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Even as the U.S. economy rockets higher, last week's jobs miss will start to raise questions about what is a sustainable trajectory.
Market Outlooks
Weekly Macro Update: Time to Start Thinking About Thinking
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The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
Market Outlooks
Quick Thoughts: Why Our Managers Disagree On Inflation, Rates, And Growth
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Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.