Author's articles
Unraveling the Resilience: US Growth, Corporate Debt, and Market Surprises in 2023
Jerome Powell's Enigmatic Speech at Jackson Hole: A Bumpy Landing Ahead, According to Franklin Templeton
Fed pause may not save the day for risky assets like equities
It seems that China may even exceed 5% real gross domestic product this year
Increasing exposure to defensive stocks and higher potential dividends a remedy for market turmoil?
Franklin Templeton Fixed Income talk Reserve Bank of Australia, RBNZ, Bank of Korea and People’s Bank of China
Franklin Templeton Fixed Income talk Norges Bank, Sveriges Riksbank, Swiss National Bank and Bank of Japan
Franklin Templeton Fixed Income talk Fed, BoC, European Central Bank and Bank of England
Judging from bonds, central banks from both sides of the Atlatnic may cut rates
Serious liquidity crisis? According to Franklin Templeton, a massive, but unlikely deposit flight from Credit Suisse would have to happen
Credit Suisse case: Western Assets expects Swiss authorities to act if sentiment doesn't improve
Federal Reserve battle with inflation could get tougher throughout the year
According to ClearBridge Investments Fed 25bp rate hike is the most probable scenario
The Improvement In Economic Data Over The Last Month Has Been Robust And Broad-Based
Chinese EV and hybrid vehicle sales declined
Municipal Bond Fundamentals Will Remain Supportive Throughout 2023
The New BoJ Led By Ueda Is Likely To Continue Monetary Easing
The European Economy Has Demonstrated Amazing Resiliency Following The Supply Shock Of The Russian Invasion Of Ukraine
Fed Chair Jerome Powell Has Prioritized Inflation Containment
According to Franklin Templeton, Black and African American entrepreneurs start businesses more than any other US community
NATO Membership Is Swelling, With Neutral Sweden And Finland Joining Soon
Shipments Of Russian Oil Now Cannot Be Insured At A Price Higher Than US$60 Per Barrel
The Short-Term Struggle Will Be In Balancing Higher Interest Costs With The Need To Invest More In Defense
The Russia-Iran Axis Is Deepening, And China Appears Committed To Being Structurally Supportive Of Both Countries
The Russia-Ukraine War Immediately Disrupted Supply Chains
According to Franklin Templeton's Marcus Weyerer, longer-term prospects for equity investors in China continue to improve
Urbanization And Its Products Are The Fundaments Of The Economy, Environmental Challenges, And Societal Life
Cities Are Therefore A Part Of The Problem, As They Heavily Contribute To Climate And Biodiversity Crises
Fiscal Policy Has Responded To Energy Costs In Some Countries, Especially In Europe
Analysis Remains More Certain In The View That Headwinds Persist; Whether This Results In A Recession Is Probably Less Important
The Rise In Popularity Of ESG Has Led To Legitimate Concerns About Greenwashing
China’s economic reopening is proceeding swiftly, despite the spike in COVID-19 cases in early January
Kimberly-Clark de Mexico (KCM) As Eight Production Facilities And An Extensive In-House Distribution Network
The Latin American Middle Class Has Been Expanding Steadily Thanks To Growth In Real Wages
Existing Companies In Mexico In The Steel, Copper Mining And Transportation Sectors Will Also Be Among The Biggest Beneficiaries Of Nearshoring
Different EV Battery Chemistries May Employ Other Metal Minerals Such As Nickel
There Have Been Challenges Including Rising Interest Rates And Political Tension In Brazil, Argentina And Peru
China was a leader in the region, buoyed by the government’s support for the economy to spur domestic demand and revive the property sector
The Fed’s Inflation Fighting Credibility Is Really On The Line This Year
It Seems Likely Asia Will Have Relative Growth Outperformance
China Is Coming Back Online, And Inflation Proves To Be Far Stickier
High Yield Has Probably The Most Exposure To Economic Growth Of Any Fixed Income Sector Out There
Latin America Is Generally On A Decelerating Path
The Fed, The European Central Bank (ECB) And Most Other Central Banks Have Been Talking Very Hawkishly
The Energy Crisis That Was Anticipated And Feared A Few Months Ago Hasn’t Happened So Far
David Zahn takes a look at the ECB decision and what does it mean for investors?
Almost 40% of employed US adults are actively managing their investments
Markets Believe That The War Against Inflation Has Already Been Won
Policymakers and investors are now acknowledging the benefits of nuclear power and devoting greater research and resources into its development as a sustainable solution
The Mortgage Market Looks Different Than During The Global Financial Crisis
Participants Are Hungry For More Personalized Solutions
The Recent Economic Data Could Justify A Pause In The Fed Hiking Cycle
Higher Rates And Wider Credit Spreads Make High-Yield Bonds Look More Appealing To Us Over The Long Term
The Fed will likely continue to tighten as planned
US Outlook: Supply-Chain Issues Are Easing
US Outlook: Household Balance Sheets Are Relatively Healthy, And Household Credit Balances Have Been Increasingly Held
Overview: The outlook for the dollar
Transforming Energy Sources From Fossil Fuels Will Be One Of The Largest Capital Expenditures In History
Ongoing Economic Weakness Could Certainly Make Next Year Far More Difficult
Even Slower Overall Growth In 2023 Than Was Seen Last Year Is Expected
From a fundamental standpoint, developing countries are now faced with some significant challenges, including higher borrowing costs, lower availability of foreign capital and a global economic growth slowdown
Taiwan, China and South Korea Are Major Players In The Chip Manufacturing Industry
US Recession Looks More Probable Today Than At Any Time
The Year Of The Rabbit May Well Require Investors To Be Flexible And Opportunistic
Combination Of Improved Valuations And An Uncertain Near-Term View Leaves Us Moderately Bearish Toward Risky Assets
2023 ESG Outlook: This Year ESG Will Remain A Priority
Markets Are Still Too Optimistic On Inflation And Central Banks Will Not Rush To Pull All Stops, Driving Rates To Zero
The First Half Of 2023 Looks Like It Will Be Fairly Disinflationary For The Global Economy
China Is Pulling Out All The Stops To Stimulate Economic Growth
The FOMC Is Acting As If It Is Blind To Signs Of Retreating Inflation
US equity markets are still trading at much higher valuations than almost all other global markets
Renewable electricity is now more profitable than energy from fossil fuels
Exchange-traded funds (ETFs) drew impressive investor interest last year
Outlook for financial services policy in 2023: Attention drawn to ESG, DEI and cryptocurrency, digital assets and more
US Retirement Legislation and Regulation Bulletin: Fourth quarter 2022
Tracy Chen (Brandywine Global) talks agency mortgage-backed securities
According to Franklin Templeton, small-cap companies, which could be positively affected by factors related changes in manufacturing, have potential
Analysis Suggests That Markets Usually Trough Around The Same Time As The Macroeconomic Data
Credit Markets Will Have To Contend With A Far Less-Forgiving Borrower Environment
A Strong Case For The BoK To Pivot, Zero-Covid Will Play A Substantially Less Important Role In 2023’s Economic Agenda
The Last Dovish Central Bank (Bank Of Japan) Finally Caved To Market Pressure
ECB President Christine Lagarde Affirmed That Rates Need To Go Significantly Higher
All EMs In Latin America Rose, Colombia Being The Top Performer In The Region
Energy transition has many faces. The biggest floating wind farm in the world produced its first power output. OpenAI generates images
Despite A Slowing Economy, Dividend Growth Remain Confident
Investors’ Conversion To The Climate Cause Offers Yet Another Reason For Hope
The Current Environment Presents A Compelling Opportunity To Consider Allocating To Real Estate Strategies
2022 Was One For The Record Books, Interest Rates Rose, Spreads Also Rose Across The Board
The Issues That The UK Economy Is Facing Are Real: Interest Rate Expectations Peaking, Inflation Falling, And A Manageable Trading Downturn
Communications Infrastructure Continues To Roll Out 5G And Develop 6G Technology
2023 Is Likely To Be A Challenging Year For European Commercial Property
Electric Vehicle (EV) Battery Demand Has Soared
China’s Huawei Technologies Faced US Sanctions For Allegedly Pirating US Intellectual Property
Corporates Are Already Feeling The Effects Of Significant Wage Increases, As Evidenced By The First Layoff Announcements From Various Technology Companies
Certain Companies And Industries Could Start To Feel Their Pricing Power Fade As Consumers Struggle With The Squeeze On Real Incomes
Experts Believe That Investors Still Receive More Than Compensation For The Risk Of Default
As Inflation Declines, Bond Returns Will Likely Recover, As Will The Potential Diversification Benefits Of Holding Bonds Alongside Stocks And Select Alternatives
Sentiment Will Be Guarded, And Investors Are Likely To Favor Companies With Strong Balance Sheets
2022 Was One Of Only Five Instances Since 1948 Where Both US Stocks And US Bonds Were Down Simultaneously In A Calendar Year
We believe we are early in the process of management teams and market participants revising down earnings expectations for 2023 to reflect the more challenging economic conditions - Franklin Templeton
