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Beyond Bulls & Bears Beyond Bulls & Bears U.S. Edition Beyond Bulls & Bears Investment Adventures in Emerging Markets Home About Categories Alternatives Education Emerging Markets Equity Fixed Income LibertyShares Multi-Asset Archive Authors Search Toggle NavigationBeyond Bulls & Bears Home About Categories Alternatives Education Emerging Markets Equity Fixed Income LibertyShares Multi-Asset Archive Authors Search Alternative Allocations: Democratizing alternative investments in today’s market May 13, 2024 Franklin Templeton Institute’s Tony Davidow discusses democratization of alternative investments and the lessons learned from institutions that have historically used alternatives with Matt Brown, Founder and CEO of CAIS. PODCAST Anatomy of a Recession Update: A wait-and-see Fed Equity PODCAST Anatomy of a Recession Update: A wait-and-see Fed 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. Jeffrey Schulze, CFA | May 9, 2024 The rerating horserace Equity The rerating horserace Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along. Amit Dholakia, CFA | May 9, 2024 Quick Thoughts: Investment Ideas—Getting cash off the sidelines Fixed Income Quick Thoughts: Investment Ideas—Getting cash off the sidelines Is it time to move out of cash? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Julien Scholnick, Portfolio Manager, Western Asset Management, and Joanne Driscoll, Portfolio Manager and Head of Short-Term Liquid Markets, Putnam Investments, to answer this question and examine the opportunities within the fixed income space. Stephen H. Dover, CFA | May 9, 2024 Spot bitcoin ETF premiums/discounts—time to check VAR ETFs Spot bitcoin ETF premiums/discounts—time to check VAR Premiums and discounts are a popular metric to gauge the trading health of an exchange-traded fund (ETF). David Mann, our Head of Global ETFs Product and Capital Markets, updates his views on this metric with football (aka soccer) analogies from across the pond. David Mann | May 7, 2024 Driving convergence between retirement and wealth Education Driving convergence between retirement and wealth Legislation is driving a renewed focus on workers without workplace savings plans, creating opportunities for both wealth advisors and retirement specialists. Our Retirement Strategist Mike Dullaghan discusses the trends. Mike Dullaghan | May 7, 2024 Quick Thoughts: Spring cleaning Multi-Asset Quick Thoughts: Spring cleaning Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover. Stephen H. Dover, CFA | May 7, 2024 On My Mind: The Fed, the Treasury and a fistful of dollars Fixed Income On My Mind: The Fed, the Treasury and a fistful of dollars Franklin Templeton Fixed Income CIO Sonal Desai discusses why persistently loose fiscal policy, relentless price pressures and resilient economic growth may cause a problem for the US Federal Reserve—and explains the implications for bond yields. Sonal Desai, Ph.D. | May 6, 2024 Quick Thoughts: Fed hawks will fly lower—eventually Perspectives Quick Thoughts: Fed hawks will fly lower—eventually Although there were no huge surprises coming out of the recent Fed meeting, it may have provided hints on what the FOMC is thinking about future monetary policy changes. Franklin Templeton Institute analyzes the Fed’s statement and press conference. Stephen H. Dover, CFA | May 2, 2024 Evolving Fed expectations and asset-allocation implications Multi-Asset Evolving Fed expectations and asset-allocation implications With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors. Wylie Tollette, CFA | May 1, 2024 Consider a reset of college savings with a 529 plan Education Consider a reset of college savings with a 529 plan Understanding the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts. Our Wealth Planning Director Bill Cass highlights several reasons to consider this strategy. Bill Cass, CFP®, CPWA® | May 1, 2024 Alternative Allocations: Due diligence meetings Alternatives Alternative Allocations: Due diligence meetings How and why more advisors are tapping into alternatives—Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute, shares insights from a recent gathering. Tony Davidow, CIMA® | April 30, 2024 Posts navigation Older posts Important Legal Information This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. This material may not be reproduced, distributed or published without prior written permission from Franklin Templeton. The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. 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