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Market Outlooks
Where to add risk in multi-asset portfolios right now
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While some stocks may seem expensive, there are areas of opportunity that feature attractive valuations and growth catalysts, according to the Franklin Templeton Investment Solutions team.
Market Outlooks
Alternative Allocations: Navigating through economic regimes
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Certain asset classes thrive or lag as economies move through one cycle to the next. Franklin Templeton Institute’s Tony Davidow shares how to analyze different economic indicators and how asset classes perform through economic regime changes.
Market Outlooks
Stress testing the foundations: Analyzing the vulnerability of US banks to falling commercial real estate values
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The commercial real estate sector’s continued challenges could potentially impact US banks. Franklin Templeton Fixed Income’s Shawn Lyons discusses the ongoing commercial real estate crisis and how US banks are safeguarding themselves against these issues.
Market Outlooks
A broadening opportunity set
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Our investment teams across asset classes share where they see investment opportunities in our latest Global Investment Outlook. Today, we see a much broader opportunity set across asset classes and regions, and the outlook over the remainder of this year (and into 2024) appears favorable for balanced portfolios.
Macroeconomic & Geopolitical
Anatomy of a Recession Update: Cracks in the Foundation
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Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
Market Outlooks
Quick Thoughts: Artificial intelligence—A primer
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Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Market Outlooks
Templeton Global Macro Insights
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Opportunities for diversification outside the United States.
Market Outlooks
Fitch’s downgrade of the US—Interesting timing with muted market reaction
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Western Asset: Our initial assessment of the impact that Fitch’s rating downgrade of US credit may have on fixed-income investments.