Talking Markets with Franklin Templeton Investments: Recent Episodes
Franklin Templeton Investments
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Description (used on blogs & websites):In this episode of Talking Markets with Franklin Templeton, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, and Putnam Investments portfolio managers Andy O'Brien and Bobby Gray to explore artificial intelligence through the lens of professional investors. What's driving the urgency behind unprecedented AI capital spending? Will hyperscalers earn a return on their massive investments? How is the infrastructure buildout broadening beyond Nvidia GPUs? The guests also examine emerging use cases across enterprise and consumer markets and debate how early we are in this technological cycle.
Jeff Schulze of ClearBridge Investments explains to host John Przygocki why he maintains a constructive outlook for the US economy, putting the odds of recession in the next 12 months at just 20%. Touching on the potential inflation implications of June's jobs report and falling oil prices, Schulze also examines shifting stock-bond correlations and argues that current S&P 500 valuations, while elevated, are supported by strong earnings. He believes that, while we may see volatility this midterm election year, the fundamental backdrop remains supportive for equities in the second half of 2026.
Jeff Schulze of ClearBridge Investments joins host John Przygocki to discuss US economic resilience amid Middle East energy disruptions. With 11 of 12 of his Recession Risk Dashboard indicators now green, Schulze highlights a strong labor market, durable consumer spending, and a CapEx cycle broadening that extends well beyond AI. He views the economy as mid-cycle, remains constructive on US equities, and sees compelling opportunity in emerging markets.
Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess the health of the US economy. He points to a resilient Q1 GDP reading, strong jobs data and earnings growth in estimating a 30% recession probability. He cites the Jevons paradox to explain why he doesn't fear an AI "job apocalypse." And he remains bullish on US equities despite Middle East uncertainty and inflation worries.
In this episode of Talking Markets, Franklin Templeton Institute's Chris Galipeau and Royce's Frank Gannon examine the current opportunity in small cap equities. Against a resilient US economic backdrop, they highlight the recent outperformance of small cap equities driven by accelerating earnings growth, attractive valuations, and secular tailwinds such as reshoring, deregulation, and AI adoption. They also discuss the value of including this "forgotten asset class" in investor portfolios now.
Jeff Schulze of ClearBridge Investments joins host John Przygocki to assess recession risks, energy price shocks, market volatility, and investor concerns from AI and labor trends to private credit and market concentration. Schulze also explains why the current "wall of worry" can actually create long-term equity opportunities.
Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers his views on the reasons to allocate to emerging markets, including insights on specific companies and the broader opportunity across emerging markets today.
Our host, John Przygocki, sits down with ClearBridge Investments' Jeff Schulze to assess the US economic outlook, evolving recession risks, and the market implications of escalating geopolitical tensions. The conversation spans inflation dynamics, the potential impact of oil price increases and Fed policy expectations, while also exploring AI disruption and providing an update on US equity markets.
We sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.
Jeff Schulze of ClearBridge Investments reviews the latest Recession Risk Dashboard, including an update to Manufacturing PMI, New Orders. He also shares his thoughts on rotation in the US equity space, consumer strength, and why markets may see some volatility in 2026.
We sit down with Chris Galipeau of Franklin Templeton Institute and Putnam's Kate Lakin to explore key insights from our Global Investment Management Survey and what they signal for the 2026 market landscape. Together, Chris and Kate break down expectations around economic growth, market broadening, and the strong business fundamentals shaping potential opportunities for investors.
Jeff Schulze of ClearBridge Investments shares insights from the ClearBridge Recession Risk Dashboard, explores the outlook for US equities in 2026, and discusses how AI-driven capital expenditures compare to past innovation cycles. Get his perspective on economic trends and where opportunities may lie in the year ahead.
In this episode, our host John Przygocki and ClearBridge Investments' Jeff Schulze examine the state of the US economy following the end of the government shutdown and amid ongoing debates about the impact of artificial intelligence on employment. They cover key themes such as labor market stability, the potential for further Fed rate cuts, and the surge in capital spending by major technology firms. Jeff also shares his outlook for equity markets, highlighting why he thinks diversification and active management may hold an edge in 2026.
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the latest US economic outlook and provides insights on the Recession Risk Dashboard. Despite a federal government shutdown delaying official data releases, Jeff shares the alternative indicators he's using and why he thinks they point to continued economic resilience, strong corporate earnings, and a resilient consumer.
Jeff Schulze from ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom and shares his thoughts on the Magnificent Seven and global equity performance.
Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.
Jeff Schulze of ClearBridge Investments shares his take on the August payroll figures and reviews the Recession Risk Dashboard which is currently holding with an overall green signal. He also covers why he thinks we may see three interest rate cuts from the Federal Reserve this year.
Ben Barber of Franklin Templeton Fixed Income shares his views on the significant changes within the municipal bond market over the last 30 years. He also covers some misconceptions about the muni environment, new investment vehicles, and potential areas of opportunity for investors.
ClearBridge Investments' Jeff Schulze provide his insights on the US labor market—reviewing the latest job report and past payroll revision figures. And, he covers why his views about potential Fed rate cuts in 2025 have shifted.
We hear from Jeff Schulze of ClearBridge Investments on the chances of a recession, why investors may need to recalibrate their views on what a normal level of job growth is in the United States, and he reviews what's happening on the tariffs and trade front.
Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.
ClearBridge Investments’ Jeff Schulze reviews the two indicator upgrades on the Recession Risk Dashboard and shares his views on tariffs, US Treasuries, and why equity markets may see some choppiness over the next few months.
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.
Jeff Schulze of ClearBridge Investments discusses the US labor market, reviewing the April jobs report and sharing his thoughts on GDP growth for the year. He also provides an update on the Recession Risk Dashboard and the potential opportunities within US equities.
We speak with Jeff Schulze of ClearBridge Investments about the updates in the Recession Risk Dashboard and learn why he believes the odds of a potential recession have increased to 50%. And, he discusses the current position of the Federal Reserve, provides his base case on tariffs and covers how diversification is making a comeback.
Jeff Schulze of ClearBridge Investments provides an update on the health of the US economy, explores the current dynamics of US equities, and reviews the potential effects of tariffs on markets. Plus, he'll break down the latest changes on the Recession Risk Dashboard following two indicator downgrades.
This month’s “Talking Markets” podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.
Chris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.
After a period of no indicator upgrades within the Recession Risk Dashboard, there was quite a bit of movement in December. We speak with Jeff Schulze of ClearBridge Investments about these moves and more.
In this special episode, ClearBridge Investments' colleagues, Jeff Schulze and Josh Jamner, discuss their base case for the US economy and equity markets in 2025.
With US elections now behind us, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the new political landscape, the potential for higher tariffs on imports and the implications for the US equity market.
We speak with Jeff Schulze of ClearBridge Investments about the health of the US consumer and equity market, and get an update on the Recession Risk Dashboard.
With the US presidential election approaching, we sit down with Jeff Schulze of ClearBridge Investments to get his thoughts on the four election outcomes and their potential impact on government spending, tax changes, trade policy and overall the US economy.
Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.
We speak with Jeff Schulze of ClearBridge Investments about the dramatic improvement within the Recession Risk Dashboard, delving into the individual indicator changes. And, he shares his thoughts on when we may see a Fed rate cut and addresses concerns about US equity valuations.
Chris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.
In May, the Recession Risk Dashboard saw two individual indicator upgrades, including a move from yellow to green. We speak with ClearBridge Investments' Jeff Schulze about the positive momentum we've seen in the dashboard and get his perspective on the current global landscape.
Continued progress in the ClearBridge Recession Risk Dashboard saw the wage growth indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his views on what that move could mean for investors, how many Fed rate cuts we may see this year, and the potential market implications of the upcoming US presidential election.
Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, joins us to discuss the updated ClearBridge Recession Risk Dashboard, which has seen some progress underneath the surface despite not having any indicator changes. And, he shares his views on US equities and the impact of the Magnificent Seven.
In the latest release of the ClearBridge Recession Risk Dashboard, we’ve seen that a particular indicator upgrade was enough to change the overall dashboard—going from red recession to yellow caution—the first time that it’s been yellow since August of 2022. We speak with Jeff Schulze of ClearBridge Investments about this change and his current base case for the US economy.
The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the US and the overall state of the economy.
As 2024 kicks off, we sit down with ClearBridge Investment's Jeff Schulze for an update on the Recession Risk Dashboard that has recently seen some indicator moves from red to yellow, and learn whether recent US economic and labor data has impacted his views on the likelihood of a soft landing.
A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we've reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.
We speak with ClearBridge Investments’ Jeff Schulze about a topic on many investor's minds: the 10-year US Treasury yield and the path of monetary policy. He also shares his views on the latest US retail sales data and whether the consumer resilience will last into 2024.
With lots of chatter in the US around the potential for a soft landing, we speak with Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about his thoughts on the matter and the overall state of the US economy.
Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.
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.
In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
In this conversation with Jeff Schulze, head of economic and market research at ClearBridge Investments, we focus on the US employment market and consumption, receive an update on the ClearBridge Recession Risk Dashboard, and discuss the on-again, off-again, soft-landing narrative.
Jeff Schulze, head of economic and market research at ClearBridge Investments, provides us with an update on the Recession Risk Dashboard, a current view of those lagged effects, and perspective on Q1 earnings. In addition: the debt ceiling and perspective on the outcome of the FOMC meeting.
A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?
A review of the US economy with focus on inflation, and whether a recession is likely this year with Jeff Schulze, investment strategist at ClearBridge Investments.
A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.
Drew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elections for investors with Dean Sackett from Polaris Capital and Dan Murphy and Andy Lewin from the BGR Group.
We meet with regular guest, Jeff Schulze of ClearBridge Investments, to discuss the US economy—focusing on inflation, the US labor market, and the Federal Reserve.
A look at the United States economy with a focus on labor, home sales and corporate profits with Jeff Schulze, investment strategist at ClearBridge Investments.
We discuss with ClearBridge Investments’ Jeff Schulze, the potential economic and market impacts of the US midterm elections, get perspective on the Fed action against inflation, and review the current ClearBridge Recession Risk Dashboard.
We speak with Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program, about how the Federal Reserve’s latest moves are impacting the odds of a recession in the US. Plus, what it would take for the Fed to reverse course and make a dovish pivot. And, how much is a recession already baked into the markets?
Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.
Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.
Rapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this conversation with our Josh Greco.
How deteriorating economic conditions make a US recession more likely. Plus, is a so-called soft-landing still even possible? And, a look at data from previous bear markets for clues on how long this one may last, and whether the S&P 500 has already hit bottom. Talking about it all is Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of their Anatomy of a Recession program.
Thought leaders from Franklin Templeton and our Specialist Investment Managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. And, why history shows investors worried about inflation should consider small cap companies.
While inflation and rising interest rates are putting pressure on the municipal bond market, the environment for investors seeking income and other benefits from munis may be setting up well for the second half of the year and beyond. Talking about it all is Ben Barber, Director of Municipal Bonds with Franklin Templeton Fixed Income, and Josh Greco of Franklin Templeton Investment Solutions.
Putting the selloff in equity markets in perspective. Why the pendulum has shifted so strongly negative, and is there any bottom in sight? Plus, where investors looking for diversification could go, beyond equities and fixed income. And, a cautionary tale about cryptocurrencies. Talking about it all is our Wylie Tollette and Stephen Dover.
Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession program, provides his views on why growing fears of a US recession may be overblown, at least near-term.
With uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities.
Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Francis Scotland, Director of Global Macro Research for Brandywine Global, and Michael Hasenstab, Chief Investment officer of Templeton Global Macro.
Can the Fed play catch-up and reverse rising inflation in the United States? Or, could growth actually slow on its own, so less action is needed? Plus, an inversion in the US Treasury yield curve usually is a recession warning, but hear why that may not be the case, at least for this year. Sonal Desai, Chief Investment Officer of Franklin Templeton Fixed Income, and John Bellows, a Portfolio Manager at Western Asset, join the head of the Franklin Templeton Investment Institute, Stephen Dover, for this conversation.
The wild ride up and back down for oil prices. Have oil prices peaked, along with gasoline? Or, will we see further rises in oil and prices at the pump? Plus, what’s being done to ramp up oil production globally. And, how many different grades of oil around the world make the situation even more challenging. Stephen Dover, Head of the Franklin Templeton Investment Institute, talks about it all with Franklin Equity Group’s Frederick Fromm.
Russia’s invasion of Ukraine has led to a humanitarian crisis and new geopolitical concerns, while also affecting global economies and capital markets around the world. Talking about it all with our Stephen Dover is Kim Catechis from the Franklin Templeton Investment Institute; Andreas Billmeier, European Economist with Western Asset, Scott Glasser, Chief investment Officer at ClearBridge Investments; and Michael Hasenstab, Chief Investment Officer of Templeton Global Macro.
With higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. Our Stephen Dover joins Walter Kilcullen of Western Asset Management and Franklin Templeton Fixed Income’s Reema Agarwal to talk about it all.
Volatility dominated equity and fixed income markets to start 2022. What’s behind it and how long will it last? Plus, a look at investment opportunities that could arise in this environment. Putting it all in perspective with our Stephen Dover is Mark Lindbloom of Western Asset and Scott Glasser of ClearBridge Investments.
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and John Bellows, Portfolio Manager, Western Asset join the Head of the Franklin Templeton Investment Institute, Stephen Dover to debate whether inflation is a passing phase or a longer-term threat. Plus, how inflation outlooks could lead to opportunities for fixed income investors.
Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates.
Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has had a major impact on real estate markets, and what it could mean for real estate investors in the US and China.
Ed Perks, CIO of Franklin Templeton Investment Solutions and Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, discuss with Stephen Dover, head of the Franklin Templeton Investment Institute, cross-asset class allocation views and implementation ideas for 2022, considering growth, inflation, rates, and valuation.
Bill Zox and John McClain, portfolio managers with Brandywine Global, join Amer Hasan to discuss how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.
Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long-term, what may be driving energy prices up, beyond just supply and demand, and views on the dollar vs other currencies around the world.
Sonal Desai, CIO, Franklin Templeton Fixed Income; John Bellows, PM, Western Asset; and Gene Podkaminer, Head of Research, Franklin Templeton Investment Solutions, join the head of the Franklin Templeton Investment Institute, Stephen Dover to debate the next moves for inflation, growth and rates, and the challenge of positioning portfolios for a variety of outcomes.
Hear from Jeff Schulze, Investment Strategist at ClearBridge Investments about the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer. He explains how all of these variants are factored into determining the risk of recession along with the investment implications.
Franklin Templeton’s Sonal Desai, Martin Currie’s Alastair Reynolds, and ClearBridge’s Pawel Wroblewski join our Kim Catechis to assess the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.
Katrina Dudley, Portfolio Manager with Franklin Mutual Series and author of the book “Undiversified – The Big Gender Short in Investment Management,” joins Franklin Templeton Chief Market Strategist Stephen Dover to talk about why so many investment teams are lacking gender diversity and what has to happen to close the gender gap in investment, finance and many other careers.
Our Stephen Dover, Yaqub Ahmed and Adam Petryk welcome Advisor Engine’s Chief Operating Officer, Craig Ramsey, to discuss three major trends leading to big changes for wealth management businesses. Plus, how financial advisors can use data and technology to create personalized, goals-based solutions, while also being efficient with their time and having more impactful relationships with their clients.
Franklin Mutual Series’ Katrina Dudley and Manda Hormozi discuss why Europe may be primed for strong economic growth sooner rather than later, and the types of companies that are getting the attention of some investment managers right now.
Our Stephen Dover speaks with Martin Currie’s Alastair Reynolds and Franklin Templeton’s Andrew Ness on why emerging markets are likely to remain resilient, despite near-term challenges resulting from the COVID-19 Delta variant. Plus, where the biggest growth opportunities may be in China despite the government’s recent actions, and thoughts on the inflation debate within emerging markets.
While GDP and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments about three potential economic and market risks for the second half of the years. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.
Franklin Templeton Chief Market Strategist, Stephen Dover, and our Anthony Hardy and Christophe Vande Walle explore blockchain and digital assets through an equity investor lens. They discuss the growing implications of this sector and why investors & asset managers shouldn’t ignore it any longer.
Franklin Templeton’s Ed Perks, Western Asset’s Mark Lindbloom, and Clarion Partners’ Onay Payne join our Stephen Dover to discuss how despite the low-rate environment, they are looking for income opportunities within equities, fixed income and even real estate. Plus, how inflation concerns fit into income strategies.
Our Sara Araghi, Zehrid Osmani with Martin Currie, Bonnie Wongtrakool with Western Asset, speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors—and, what it all means for investment strategies.
Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Templeton and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions. They also cover the impacts private and Special Purpose Acquisition Companies are having on markets. And, why some innovative companies and technology that is changing our lives, may not make great investments.
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Francis Scotland, director of Global Macro Research at Brandywine Global, and John Bellows, Portfolio Manager and Research Analyst at Western Asset join Franklin Templeton Chief Market Strategist Stephen Dover to break down economic growth expectations in different parts of the world. Plus, differing views on inflation being transitory or more sustained.
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
Examining shifts in priorities and behaviors for both companies and investors using Environmental, Social, and Corporate Governance strategies as a result of the pandemic.
Ben Barber, Director of Franklin Templeton Municipal Bonds, and Jennifer Johnston, Director of Research for Franklin Templeton Municipal Bonds joins Stephen Dover to discuss how the new US stimulus package and potential infrastructure plan could impact the municipal bond space...plus, why an array of tax changes could boost the relative value of munis.
Michael Hasenstab, Chief Investment Officer, Templeton Global Macro speaks with our Katie Klingensmith about why some investment focuses are turning to Asia. He also addresses the inflation debate from both sides.
Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about some topics investors should be taking into consideration: low rates, high deficits, inflation concerns, rising US Treasury Yields and commodity prices, and the COVID-19 vaccine rollout ramping up globally.
Alistair MacDonald speaks with our Grant Bowers and Chetan Sehgal about the rate of economic recovery in the US versus emerging market countries and what impact this could have on investment strategies for equities in both areas.
Our Renee Anderson speaks with Ed Perks, Chief Investment Officer with Franklin Templeton Investment Solutions, about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.
Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green – a strong signal for growth.
Julie Moret, Global Head of Environmental, Social and Governance (ESG) at Franklin Templeton, discusses how the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.
With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.
The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.
In coming years, US Congress and the Biden administration could implement spending programs and tax reforms at the national level that trickle down into state and local government policies too. Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications for the municipal bond market, against a backdrop of COVID-19.
Our Head of Equities Stephen Dover joins Franklin Equity Group’s Evan McCulloch and Wendy Lam to get their investment views on recent US election and COVID-19 vaccine news. They also discuss what it’ll take to distribute a vaccine around the world, once a safe and effective one is available.
The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real-estate trends today and which areas look more promising than others.
We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.
Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritized. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.
Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commodity, currency, equity and fixed income markets, particularly in the United States and emerging markets. They also take a look at why “rotation” is the word of the week for many of K2’s hedge strategies.
Considering the United States is the world’s largest economy, many equity investors across the globe have been watching the US election with interest. Potential policy changes could have different implications for different market sectors. Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity Group Portfolio Manager Grant Bowers to discuss what the latest election results likely mean for the technology and health care sectors. They also share their thoughts on potential investment opportunities in other sectors in a global landscape defined by COVID-19.
As investors await the US presidential election’s final outcome, our Head of Equities Stephen Dover joined Franklin Templeton Investment Solutions’ Gene Podkaminer to discuss why they think it is increasingly vital for a divided US Congress to provide additional fiscal stimulus to get the US economy back on track amid the COVID-19 pandemic. They also share their views on how certain macroeconomic factors, such as inflation and growth, as well as fiscal and monetary policy, could affect potential investments across global asset classes.
While the race for US president has not yet been decided, it does appear there is some certainty over the Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers. Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on why this might be a good thing for equities.
In our latest Election Pulse, Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai is joined by Gallup’s Jonathan Rothwell to discuss survey findings related to COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.
We’re looking at how current uncertainty surrounding the US election and other factors is affecting equity markets, and why so much short-term uncertainty may provide longer-term opportunity. Stephen Dover, Head of Equities at Franklin Templeton and Gene Todd, Director of Business Development at Fiduciary Trust Company International, join Katie Klingensmith for this conversation.
With the US election a few days away, what could different election results mean for more stimulus, and what sectors could potentially benefit? Our Head of Equities, Stephen Dover speaks with Ken Leech, CIO from Western Asset Management Company—a specialist investment manager of Franklin Templeton all about it.
Stephen Dover, Head of Equities, Franklin Templeton speaks with Craig Richards, Managing Director and Director of Tax Services, Fiduciary Trust Company International, about the potential tax implications of US election results and how various outcomes could impact income, investments and retirement plans.
Head of Equities Stephen Dover speaks with Grant Bowers, Portfolio Manager, Franklin Equity Group, about how the upcoming US elections could affect the technology and healthcare sectors.
As economies reopen from COVID-19 lockdowns, there have been fundamental shifts to daily life and work, as well as the investment landscape. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Scott Glasser, Chief Investment Officer from ClearBridge Investments, and Dave Gilbert, Chief Investment Officer from Clarion Partners, discuss the changes they are seeing.
Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their views on the upcoming US election, as well as the continued impact of the COVID-19 pandemic on investment and economic activity. They also share their views on whether cities will ultimately survive amid the work-from-home movement that could remain a longer-term trend.
Matt Moberg, Portfolio Manager, Franklin Equity Group, discusses how the COVID-19 pandemic may be accelerating investments in innovation.
Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks at concerning factors in the US, reasons for optimism in Europe, and early success in Asia.
The COVID-19 pandemic has impacted all corners of the market, including mortgage-backed securities. Franklin Templeton Fixed Income's Paul Varunok takes a closer look at the space, and why he feels they can offer some stability in a fixed income portfolio.
Franklin Templeton Multi-Asset Solutions's Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near-term.
Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. He shares his market outlook and explains why some companies are more valuable as a result of the crisis.
Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks ahead for the second half of the year –implications of the US economy opening up, the ongoing impact of the massive monetary and fiscal response, and the risk for a wave of downgrades and defaults.
Why is there such a divergence from main street to equity markets, and, are markets ahead of themselves? Stephen Dover, Head of Equities with Franklin Templeton speaks with Katie Klingensmith.
Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, discusses the near and longer-term economic impacts, as well as the opportunities that could result during the recovery process.
Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity, discusses the emerging markets landscape across North Asia, India and Latin America, and the path forward.
Is history repeating itself or is this something completely different? Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, explains how the current global economic and market environments differ from the Great Depression and Global Financial Crisis.
Listen to how the CARES Act could impact US retirement savings in this conversation with Michael Hadley of Davis & Harman LLP and Drew Carrington, Head of Institutional Defined Contribution, Franklin Templeton.
Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis provide an in-depth look at US equities following the latest market movements, and outlooks for the tech and biotech sectors in particular.
As uncertainty continues to grip markets, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, gauges the fallout, and finds reasons to be optimistic.
Hear how the recovery from the coronavirus shock is underway in China, economic impacts in the region, and possible opportunities resulting in select emerging markets from Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity.
Uncertainty is gripping global markets as a result of the COVID-19 virus. Stephen Dover, Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions discuss how a recession has likely already begun and what's different from the Global Financial Crisis
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, discuss possible near-term and long-term impacts of the coronavirus outbreak and other market shocks.
Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions and Wylie Tollette, Head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions discuss the heightened volatility following the spread of the coronavirus.
Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the heightened volatility following the spread of the coronavirus.
Mike O’Brien, Programs Marketing Director, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to discuss the changing value of Financial Advisors over the next decade and how technology has helped the further adoption of model portfolios due to the rising demand of individualized service.
Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the multi-asset implications of the coronavirus outbreak.
What might investors worry about? Dr. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, covers her expectations for 2020 in this podcast.
Franklin Templeton’s retirement experts look at how SECURE Act will change the US retirement system short and long term.
Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested.
Julie Moret, Franklin Templeton’s Head of ESG, speaks to us about how sustainability isn't about passing a moral or ethical judgment, but an objective view on how society, consumers and investors are behaving differently, and how companies are managing to these drivers of change and really thinking about them in terms of vulnerabilities and future drivers of growth.
Templeton Global Equity Group’s Andrew Burkly and Franklin Equity Group’s Grant Bowers discuss their outlooks for European and US equities.
Our Kevin Murphy, Head of Strategic Accounts, Defined Contribution Investment Only Division – US, sits down with Jamie Greenleaf, lead advisor and principal with Cafaro Greenleaf, to discuss Health Savings Accounts.
Our senior investment leaders weigh in on why they still don’t see a near-term recession but remain cautious heading into year-end with the backdrop of increased geopolitical risks.
In this podcast, our Head of Equities Stephen Dover speaks with Franklin Templeton analysts Steve Kornfeld and Krzysztof Musialik about the health care sector and the innovation they are seeing therein.
A panel of prominent FinTech entrepreneurs share their thoughts on the rationale for—and challenges of—appealing to Millennial customers.
Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy’s foundation?
Our senior investment leaders share their views on investing in uncertain times and how their outlooks have changed from earlier this year. They weigh in on market divergence, whether there is simply too much focus on the US Federal Reserve (Fed), where they see pockets of opportunity and how they are looking to play defense.
Discussion topics within:
- Market and data disconnects
- The Fed effect
- Shifts in global growth
- Finding defensible space
Drew Carrington and Michael Hadley provide an update on the Legislative and Regulatory landscape affecting retirement plans and policy.
A panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture the culture of innovation with employees.
Mike O'Brien, Drew Carrington and Roger Michaud discuss financial wellness and the impact that saving for college—and outstanding college debt have on retirement.
Franklin Templeton ETF Specialists Todd Mathias and Rick Felix discuss the nuances of smart beta while taking a look at the changing investment landscape in emerging markets.
Concerns about where the financial markets are heading appear to be at the forefront of many investors’ minds—including the possibility of a near-term recession. Our senior investment leaders think some market observers are misguided. In our latest podcast, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks give their outlook for the global economy and where they see potential opportunities today.
An update on the legislative and regulatory landscape affecting US retirement plans and policy with Drew Carrington and Michael Hadley.
The US housing market is starting to cool off a bit, but the big question is whether there are cracks in its foundation. Paul Varunok, head of Securitized Assets with Franklin Templeton Fixed Income Group, shares his view on our latest Talking Markets podcast. He discusses the state of the US housing market today and why he doesn’t see a repeat of the housing crisis that hit the US market a decade ago. He also shares some thoughts on where he’s finding opportunities as an investor in the space.
On this episode, three of Franklin Templeton’s senior investment leaders break down the key factors driving market movement and how they view economic conditions.
Wylie Tollette, head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions, looks at the impact of sentiment on volatility short-term…and other factors driving it.
Two Silicon Valley Executives from artificial intelligence businesses join Ryan Biggs, Research Analyst with Franklin Equity Group, to discuss the state of AI technology, and the urgency for businesses to transform.
Jenny Johnson, president and COO at Franklin Templeton Investments and Ed Murphy, president and chief executive officer of Empower Retirement, join our latest podcast where they discuss the impact of new technology on retirement and financial services.
Jonathan Curtis, vice president and research analyst with Franklin Equity Group, gives his take on what he believes to be the key factors causing the market’s recent volatility and why he sees tech-sector valuations as reasonable today. He also discusses the digital transformation and the potential opportunity in the space.
Templeton Global Macro’s Chief Investment Officer, Dr. Michael Hasenstab and Vice President, Deputy Director of Research, Dr. Calvin Ho, discuss emerging market turbulence, the persistent concerns around trade policy, and divergent growth trends in the developed world.
Our senior investment leaders, Dr. Michael Hasenstab, Chris Molumphy, and Stephen Dover join our latest Global Investment Outlook discussing continued global growth, monetary policy around the world, and trade war concerns.
Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, and Michael Hadley, a partner at the Washington DC law firm Davis and Harman, join our latest Talking Markets podcast where they discuss noteworthy legislative proposals that may significantly affect retirement plans.
Grant Bowers, Vice President, Portfolio Manager, Research Analyst, Franklin Equity Group joins us in our latest Talking Markets Podcast where he discusses the US bull market and the key factors that he believes are driving further growth as well as the potential risks that may bring it to an end. He also gives his take on how US mid-term elections may be playing into it all.
Sandy Nairn, Chairman of Templeton Global Equity Group and Edinburgh Partners Chief Executive, and Lord Kerr, Former Diplomat and now Chairman of Scottish Power and a crossbench member of the House of Lords discuss some of the potential implications for financial markets from the ongoing Brexit debate.
Ahead on this episode—we listen in on a panel of experts discussing the potential US retirement crisis and the fear factors surrounding retirement disruption.
Sara Araghi, CFA, vice president, research analyst, Franklin Equity Group, and Marc Kremer, CFA, research analyst, Franklin Templeton Fixed Income Group, discuss some of the possible implications of the US Court ruling in favor of AT&T’s bid to merge with Time Warner.
Well-known CEOs, Greg Johnson, Franklin Templeton Investments; James Gorman, Morgan Stanley; Jay Hooley, State Street; and Barry Stowe, Jackson National Life give us their take on some of the changes in markets that have occurred in the 10 years since the start of the Global Financial Crisis as well as discuss what they believe may be in store for the future.
Roger Michaud, director of sales for Franklin Templeton 529 College Savings Plan, looks at how mounting student debt could have a devastating, long-term impact on one’s future. Plus, some of the early actions parents and students can take to avoid the pitfalls.
With global growth accelerating, our senior investment leaders discuss whether trade disputes will create a headwind.
Roger Bayston, senior vice president, Franklin Templeton Fixed Income Group; Austin Trombley, vice president and data scientist, Franklin Templeton Fixed Income Group; and Anthony Hardy, research analyst with Franklin Equity Group, give us their take on the disruption of money and the rise of cryptocurrencies and blockchain technology.
A look at what the anticipated changes in The Retirement Enhancement and Savings Act might mean for both plan sponsors and participants, as well as an analysis of the latest court rulings of the Department of Labor’s Fiduciary Rule.
A look at why value investing has been challenged during the extended equity market bull run, and the changing conditions that could turn the tide.
Dr. Michael Hasenstab, Executive Vice President and Chief Investment Officer of Templeton Global Macro at Franklin Templeton Investments, breaks down what’s behind current market gyrations and looks ahead to longer-term concerns and opportunities.
David Zahn, Franklin Templeton’s Head of European Fixed Income, talks about what 2018 has in store for the European region.
Three of Franklin Templeton’s senior investment leaders offer their outlook on the global investment landscape and whether the US and global economic expansion could continue.
A panel of Franklin Templeton analysts breaks down the competition between traditional vehicle manufacturers and tech companies.
Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, breaks down how lawmakers could target retirement dollars for tax revenue.
Listen in on a panel of industry experts on driverless vehicle technology—and the potential opportunities for investors.
Dennis Heinke, vice president of Product Strategy at Franklin Templeton Investments, speaks with Asset TV’s Gillian Kemmerer on retirement income.
John Beck, Franklin Templeton Fixed Income Group senior vice president and director of fixed income, London, discusses geopolitical tensions, twitter spats and breaks down some resulting market challenges and opportunities, region by region.
Franklin Templeton¹s senior investment leaders offer their perspectives on where they see opportunities and risks ahead.
Mark Mobius, executive chairman of Templeton Emerging Markets Group, takes us back to his childhood, college life, and early career—years that laid the foundation for his future success.
Stephen Dover, EVP, Head of Equities, breaks down the run-up of the US tech sector on this edition of Talking Markets.
Yaqub Ahmed, Head of Defined Contribution-US, shares insights from presentations and panel discussions at our 2017 Global Investment Forum. Ryan Alfred with Strategic Insight and a Franklin Templeton panel discuss various topics affecting the US defined contribution industry.
In the latest podcast episode of Talking Markets, David Zahn, Franklin Templeton’s Head of European Fixed Income and Dylan Ball, executive vice president and portfolio manager, Templeton Global Equity Group, are talking about Europe. Listen in on the conversation between two of our portfolio managers on the ground in the region.
David Zahn and Dylan Ball discuss the shifting political landscape in Europe and outline some of the implications for bond and equity markets in the region.
Michael Hasenstab, Ed Perks and Chris Molumphy on the likely impact of monetary and fiscal policy developments around the globe
Mark Mobius, Carlos Hardenberg and Dino Kronfol on key developments and opportunities in emerging markets.