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Market Outlooks
Understanding Web3—a primer on the emerging digital asset ecosystem
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This primer will provide an overview of Web3 and emerging digital assets, and related terms and technology. Its aim is to equip the reader with the foundational understanding necessary to appreciate the potential impact on the future of the financial industry, and also on economies and society more widely.
Market Outlooks
Quick Thoughts: Positioning for a timely opportunity in munis
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As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.
Market Outlooks
Allocation Views
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The Franklin Templeton Investment Solutions team continue to anticipate that the cumulative effect of monetary policy tightening will have a dampening effect on economic activity.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
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Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.
Fixed Income Insights
Making Sense of Different Signals
Curated content for RIAs.
The Franklin Templeton Investment Solutions team explains why high-yield bonds and equities look bearish in the short-term but bullish over the long-term. In this article, they provide their rationale behind these opposing views.
Market Outlooks
On My Mind: Transitory tightening?
Curated content for RIAs.
Does the latest US data confirm the battle against inflation has already been won? Franklin Templeton Fixed Income CIO Sonal Desai says markets are overly optimistic.
Investing Ideas
Finding Stocks with Staying Power: The Quality Dimension White Paper
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Quality in stocks can be measured in different ways. Yet the characteristics of resilient companies have something in common—they tend to underpin consistent, long-term equity return potential. Over the last decade, the MSCI World Quality Index returned 12.4% annualized, outperforming the MSCI World Index (Display 1). And during past market crises, quality stocks usually fell less than the broader market, a pattern that we’ve observed over longer time periods and in both US and global stock markets.