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Talking Markets with Franklin Templeton Investments

English, Finance, 1 season, 151 episodes, 2 days, 7 hours, 48 minutes
About
Global perspectives and local insights from our investment teams. © 2020 Franklin Templeton http://www.franklintempletonglobal.com/franklintempletonglobal/legal-info
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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.
5/9/202421 minutes, 30 seconds
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Anatomy of a Recession Update: What's different about this cycle?

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.
4/10/202423 minutes, 36 seconds
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Anatomy of a Recession Update: Soft landing chances rise

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.
3/7/202426 minutes, 14 seconds
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Anatomy of a Recession update: Changes in our dashboard

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.
2/9/202421 minutes, 59 seconds
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Anatomy of a Recession Update: New Year, New Dynamic

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.
1/11/202423 minutes, 38 seconds
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Anatomy of a Recession Update: The Fed’s Next Moves, Anticipating ‘24

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.
12/7/202318 minutes, 41 seconds
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Anatomy of a Recession Update: How Long Will Consumers Keep Spending?

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.
11/10/202324 minutes, 57 seconds
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Anatomy of a Recession Update: Threats to a Soft Landing

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.
10/12/202322 minutes, 37 seconds
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Anatomy of a Recession Update: What Is a Recession, Exactly?

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.
9/14/202319 minutes, 29 seconds
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Anatomy of a Recession Update: Cracks in the Foundation

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. 
8/10/202324 minutes, 18 seconds
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Anatomy of a Recession Update: Gradually, Then Suddenly

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.
7/14/202328 minutes, 34 seconds
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Anatomy of a Recession Update: US Labor Market Cracks Emerging?

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.
6/8/202322 minutes, 5 seconds
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Anatomy of a Recession Update: The Dominoes Are Falling

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.
5/9/202323 minutes, 43 seconds
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Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started

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?
4/13/202320 minutes, 41 seconds
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Anatomy of a Recession: Economic Reacceleration in Perspective

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. 
3/9/202320 minutes, 27 seconds
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Anatomy of a Recession: The Fed’s Job Problem

A review of the United States economy with focus on the Federal Reserve, labor, and housing with Jeff Schulze, investment strategist at ClearBridge Investments.  
2/9/202319 minutes, 50 seconds
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US Financial Services Policies Shift to Rules, Regulations, and Executive Actions

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.
1/17/202321 minutes, 52 seconds
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Anatomy of a Recession: The Long View for a New Year

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.
1/12/202322 minutes, 31 seconds
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Anatomy of a Recession: Interpreting Mixed Economic Signals

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.
12/9/202217 minutes, 26 seconds
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Anatomy of a Recession: Remain Patient Amid Market Gyrations

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.
11/15/202213 minutes, 32 seconds
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Anatomy of a Recession: Focusing on the Fed

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?
10/13/202217 minutes, 31 seconds
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Investing in Innovation: Impacts of Market Volatility and Shocks

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.
8/26/202222 minutes, 47 seconds
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Increasing Yields: Strategy Shifts for Income Investors

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.
8/4/202218 minutes, 31 seconds
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Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market

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.
7/13/202212 minutes, 44 seconds
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Looking Beneath the Surface of Monetary Policy Tightening

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.
6/23/202235 minutes, 59 seconds
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Making the Case for Municipal Bonds Despite Recent Volatility

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.
6/7/202222 minutes, 29 seconds
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Making Sense of the Recent Market Selloffs

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.  
5/16/202216 minutes, 4 seconds
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Anatomy of a Recession: Why a US Recession is Unlikely Near Term

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.
4/21/202216 minutes, 8 seconds
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Uncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down Risk

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.
4/12/202229 minutes, 38 seconds
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Are Central Banks Too Late to Tackle Inflation?

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.
3/31/202227 minutes, 21 seconds
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Oil’s Wild Ride: Have Prices Peaked?

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.
3/16/202217 minutes, 38 seconds
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Global Economic and Market Impacts of Russia’s Invasion of Ukraine

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.
3/3/202229 minutes, 17 seconds
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Fixed Income - What the Curve is Saying

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.
2/22/202223 minutes, 35 seconds
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Market Volatility: Will it Last?

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.
2/2/202228 minutes, 41 seconds
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Inflation: A Passing Phase or Major Threat

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.
1/27/202229 minutes, 21 seconds
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Anatomy of a Recession: Changing Conditions but US Economy Remains Strong

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.
1/13/202214 minutes, 22 seconds
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A Tale of Two Real Estate Markets: US and China

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. 
1/4/202218 minutes, 7 seconds
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Positioning for 2022: Tracking Inflation, Rates, Growth & Valuations

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.
12/16/202122 minutes, 57 seconds
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High Time for High Yield?

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.
11/18/202116 minutes, 56 seconds
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Global Macro Views: Mounting Economic and Investment Variables

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.
11/4/202128 minutes, 47 seconds
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Debating the Next Moves for Inflation, Growth and Rates

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.
10/26/202135 minutes, 7 seconds
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Anatomy of A Recession: Looking Ahead To 2022

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.
10/19/202118 minutes, 14 seconds
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Potential Longer-Term Effects of Current Economic & Investment Challenges

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.
10/12/202129 minutes, 37 seconds
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Undiversified: The Big Gender Short in Investment Management

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.
9/30/202114 minutes, 25 seconds
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Trends Driving Advisors to Future-Proof Their Business

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.
9/23/202118 minutes, 57 seconds
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Renewed Attention on European Equities Amidst Recovery

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.
8/17/202112 minutes, 16 seconds
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Economic Recovery and the Inflation Debate in Emerging Markets

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.
7/29/202129 minutes, 58 seconds
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Anatomy of a Recession: Plateauing But Strong Economic Activity

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.
7/22/202115 minutes, 41 seconds
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Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but don’t Ignore ‘em

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.
7/8/202123 minutes, 4 seconds
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Inflation, Interest Rates and the Search for Income

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.
6/22/202131 minutes, 42 seconds
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Consumer Clout Driving ESG Efforts

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.
6/10/202127 minutes, 45 seconds
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Factoring Inflation and Valuations into Stock-Picking Decisions

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.
5/27/202119 minutes, 58 seconds
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Expectations for Economic Growth, Rates and Inflation

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.
5/3/202125 minutes, 19 seconds
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Anatomy of a Recession: Expecting an Economic Boom

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.
4/20/202114 minutes, 14 seconds
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Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Examining shifts in priorities and behaviors for both companies and investors using Environmental, Social, and Corporate Governance strategies as a result of the pandemic.
3/31/202124 minutes, 13 seconds
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Stimulus and Infrastructure: Boon for Muni Bonds?

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.  
3/18/202118 minutes, 4 seconds
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Aftershocks of a Post-Pandemic World: Global Macro View

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.
3/9/202119 minutes, 43 seconds
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Putting Inflation Concerns in Perspective

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.
2/25/202124 minutes, 35 seconds
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Comparing the Pace of Recovery in US and Emerging Markets

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.  
2/11/202127 minutes, 15 seconds
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Capturing Income in the Current Market Environment

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.
2/2/202120 minutes, 51 seconds
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Anatomy of Recession: Reasons Recovery Could Accelerate

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.
1/20/202115 minutes, 14 seconds
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ESG Investing: What to Expect in 2021 and Beyond

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.
12/22/202020 minutes, 9 seconds
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US 2020 Election Investment Pulse: Why Fixed Income Now

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.
11/18/202017 minutes, 34 seconds
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US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

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.
11/17/202028 minutes, 30 seconds
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US 2020 Election Investment Pulse: Neutral to Positive for Municipals

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.
11/16/202022 minutes, 55 seconds
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US 2020 Election Investment Pulse: Biotech Advances Amid Pandemic

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.
11/13/202027 minutes, 25 seconds
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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

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.
11/12/202023 minutes
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US 2020 Election Investment Pulse: Policy and Pandemic Guide Macro View

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.
11/11/202026 minutes, 55 seconds
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US 2020 Election Investment Pulse: Positive for Europe

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.
11/10/202024 minutes, 33 seconds
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US 2020 Election Investment Pulse: Time for Strategy Rotation

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.
11/9/202020 minutes, 5 seconds
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US 2020 Election Investment Pulse: Opportunities in Equity Sectors

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.
11/6/202025 minutes, 14 seconds
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US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk

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.
11/5/202024 minutes, 18 seconds
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US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty

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.
11/4/202019 minutes, 39 seconds
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US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery

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.
11/3/202019 minutes, 47 seconds
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US 2020 Election Investment Pulse: The Only Certainty is Uncertainty

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.
11/2/202018 minutes, 37 seconds
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US Election Preview: The Possibility for More US Stimulus and Sectors That Could Benefit

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.
10/29/202022 minutes, 3 seconds
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Tax Implications of US Election Results

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.
10/16/202013 minutes, 54 seconds
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Possible US Election Impacts on the Technology and Healthcare Sectors

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.
10/5/202012 minutes, 52 seconds
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Work, Life and Investing: How the Pandemic is Shaping the Future

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.  
9/28/202023 minutes, 2 seconds
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US Election Heightens Pandemic Uncertainty

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.
9/16/202017 minutes, 6 seconds
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Investment Opportunities Resulting from Accelerated Disruption and Innovation

Matt Moberg, Portfolio Manager, Franklin Equity Group, discusses how the COVID-19 pandemic may be accelerating investments in innovation.
8/18/202018 minutes, 44 seconds
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Emerging Divergences in Economies & Financial Markets

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. 
7/30/202024 minutes, 39 seconds
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Considering Mortgage-Backed Securities for Stability in a Fixed Income Portfolio

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.
6/29/202010 minutes, 55 seconds
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Risk Assets and Reshaping of the Economy

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.
6/11/202025 minutes, 11 seconds
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Investing in Innovation: The Impact of the Coronavirus Crisis

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.
5/27/20209 minutes, 16 seconds
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What’s Next for Markets as Lockdowns Lift: A Multi-Asset View

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.
5/21/202022 minutes, 6 seconds
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Equity Markets vs. Main Street: Views on the Divergence and Considerations for Different Sectors

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.
5/13/202022 minutes, 59 seconds
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A Different World: Expect Significant Changes Following The Coronavirus Crisis

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.
4/29/202023 minutes, 9 seconds
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How COVID-19 is Testing the Resiliency of Emerging Markets

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.
4/23/202024 minutes, 17 seconds
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Rescuing Markets and The Economy: Impacts of Massive Monetary and Fiscal Stimulus

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. 
4/16/202018 minutes, 36 seconds
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Impact of CARES Act on the US Retirement System

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.
4/6/202024 minutes, 38 seconds
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Market Movements: Outlook and Valuations for US Equities

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.
3/30/202021 minutes, 24 seconds
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Gauging The Fallout and Reasons for Optimism

As uncertainty continues to grip markets, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, gauges the fallout, and finds reasons to be optimistic.
3/25/202023 minutes, 47 seconds
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Perspective on China and Emerging Markets: Recovery Begins

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.
3/19/202017 minutes, 37 seconds
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Preparing for a Recession: What’s Different from the Global Financial Crisis

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
3/18/202024 minutes, 48 seconds
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Navigating Uncharted Territory and Market Volatility

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.
3/13/202016 minutes, 37 seconds
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Looking Ahead: Market Volatility and Preparing for Possible Outcomes

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.
3/11/202023 minutes, 41 seconds
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Coping with Coronavirus-Induced Market Volatility

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the heightened volatility following the spread of the coronavirus.
3/2/202012 minutes, 49 seconds
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Experiences, Expectations, and Efficiency: Helping Financial Advisors in the 2020s 

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.
2/24/202021 minutes, 9 seconds
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Multi-Asset Implications of the Coronavirus Outbreak

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the multi-asset implications of the coronavirus outbreak.
2/5/20208 minutes, 56 seconds
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Will the US Economy Survive the Politics in 2020?

What might investors worry about? Dr. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, covers her expectations for 2020 in this podcast.
1/21/202012 minutes, 39 seconds
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SECURE Act Signed into Law: Sweeping Changes for the US Retirement System

Franklin Templeton’s retirement experts look at how SECURE Act will change the US retirement system short and long term.
1/7/202016 minutes, 14 seconds
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Global Investment Outlook: Coping with a Changing Market Landscape in 2020

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.
12/23/201918 minutes, 35 seconds
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Sustainable Investing for Today & Tomorrow

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.
12/11/201921 minutes, 21 seconds
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US & European Equity Outlook: Growth and Opportunities

Templeton Global Equity Group’s Andrew Burkly and Franklin Equity Group’s Grant Bowers discuss their outlooks for European and US equities.
11/19/201919 minutes, 11 seconds
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Health Savings Accounts: How They Work and Are They Right for You

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.
10/11/201919 minutes, 59 seconds
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Staying Nimble Amid an Uncertain Outlook

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.
9/26/201920 minutes, 47 seconds
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Health Care Sector Innovation and Insight

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.
8/13/201920 minutes, 43 seconds
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Engaging A New Generation of Investors

A panel of prominent FinTech entrepreneurs share their thoughts on the rationale for—and challenges of—appealing to Millennial customers.
7/24/201920 minutes, 49 seconds
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Midyear Outlook: Reining in Risk

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
6/28/201926 minutes, 19 seconds
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Moving Ahead: An Update on US Retirement Legislation

Drew Carrington and Michael Hadley provide an update on the Legislative and Regulatory landscape affecting retirement plans and policy.
6/20/201925 minutes, 13 seconds
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Unlocking Innovation: Strategies from Silicon Valley CEOs

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.
6/12/201921 minutes, 57 seconds
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Financial Wellness: Are College Costs Impacting Your Retirement?

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.
5/20/201923 minutes, 20 seconds
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Smart Beta Investing in the Changing Emerging Market Landscape

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.
4/25/201910 minutes, 55 seconds
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Market Resilience: Strength in Numbers

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.
3/25/201925 minutes, 48 seconds
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Updating the Outlook for Fundamental Changes to the US Retirement System

An update on the legislative and regulatory landscape affecting US retirement plans and policy with Drew Carrington and Michael Hadley.
2/13/201929 minutes, 9 seconds
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US Housing Market: Are There Cracks in the Foundation?

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.
1/31/201920 minutes, 23 seconds
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Making Sense of Recent Market Action

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.
1/15/201916 minutes, 49 seconds
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Market Volatility: The Factors, Risks and Opportunities

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.
12/21/201815 minutes, 52 seconds
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AI and Machine Learning: A View from Silicon Valley

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.
12/12/201819 minutes, 20 seconds
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Fintech Opportunity: Taking Advantage in the Retirement and Financial Services Space

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.
11/27/201821 minutes, 48 seconds
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Tech Sector Volatility, Valuations and Long-Term Outlook

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.
11/13/20189 minutes, 33 seconds
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A Global Macro Perspective: Populism, Trade and Emerging Market Volatility

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.
10/23/201828 minutes, 53 seconds
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Global Investment Outlook: How Much Further Can Global Growth Fly?

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.
9/17/201825 minutes, 7 seconds
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Biggest Changes in a Decade Impacting the US Retirement System

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.
9/6/201834 minutes, 6 seconds
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Why We Think the US Bull Market Could Keep Running into 2019

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.
8/28/201815 minutes, 46 seconds
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Speeding Towards Brexit, Some Off Ramps Emerge - A Dialogue with Lord Kerr

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.
8/8/201828 minutes, 9 seconds
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Retirement...Disrupted: Is the US Facing a Crisis?

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.
7/12/201826 minutes, 10 seconds
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The Urge to Merge: Possible Implications from the AT&T-Time Warner Court Ruling

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.
6/20/201818 minutes, 2 seconds
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The CEO View: What’s Changed 10 Years after the Global Financial Crisis?

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.
6/5/201838 minutes, 5 seconds
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529 Education Savings Plans: Combating Growing Student Loan Debt

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.
5/22/201820 minutes, 9 seconds
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Global Investment Outlook: Talking Trade Tensions, Inflation and Volatility

With global growth accelerating, our senior investment leaders discuss whether trade disputes will create a headwind.
5/7/201831 minutes
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Disruption of Money

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.
4/26/201828 minutes, 51 seconds
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Retirement Plan Implications: DOL Fiduciary Rule Decisions and RESA Legislation

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.
4/3/201822 minutes, 54 seconds
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Value Investing: Recent Challenges and Future Opportunities

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.
3/9/201822 minutes, 52 seconds
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1-on-1 with Michael Hasenstab: Market Changes and Challenges

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.
2/14/201838 minutes, 49 seconds
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2018 Investment Outlook for Europe

David Zahn, Franklin Templeton’s Head of European Fixed Income, talks about what 2018 has in store for the European region.
1/24/201818 minutes
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The Year Ahead: Will the US and Global Expansion Continue in 2018?

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.
1/9/201824 minutes, 41 seconds
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Self-Driving Vehicles: The Race to Get Them on the Road

A panel of Franklin Templeton analysts breaks down the competition between traditional vehicle manufacturers and tech companies.
12/14/201727 minutes, 29 seconds
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Tax Reform and the Possible Impact on Retirement

Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, breaks down how lawmakers could target retirement dollars for tax revenue.
11/29/201729 minutes, 5 seconds
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Self-Driving Vehicles: Evaluating the Possible Impacts

Listen in on a panel of industry experts on driverless vehicle technology—and the potential opportunities for investors.
11/17/201747 minutes, 35 seconds
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Retirement Income Planning

Dennis Heinke, vice president of Product Strategy at Franklin Templeton Investments, speaks with Asset TV’s Gillian Kemmerer on retirement income.
10/26/201722 minutes, 41 seconds
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Putting Geopolitical Tensions In Perspective

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.
10/13/201724 minutes, 56 seconds
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Global Investment Outlook‹: Time to Reset Expectations?

Franklin Templeton¹s senior investment leaders offer their perspectives on where they see opportunities and risks ahead.
9/19/201722 minutes, 13 seconds
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A Conversation with Dr. Mark Mobius

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.
9/5/201738 minutes, 43 seconds
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US Tech Sector: Continued Run-Up or Correction Coming?

Stephen Dover, EVP, Head of Equities, breaks down the run-up of the US tech sector on this edition of Talking Markets.
8/17/201731 minutes, 34 seconds
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Retirement: Defined Contribution Trends

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.
7/26/201716 minutes, 15 seconds
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Europe: Brexit One Year Later

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.
7/12/201723 minutes, 3 seconds
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Europe: Change in the Political Landscape

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.
3/15/201719 minutes, 45 seconds
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Monetary and Fiscal Policy Shifts: The implications

Michael Hasenstab, Ed Perks and Chris Molumphy on the likely impact of monetary and fiscal policy developments around the globe
3/1/201714 minutes, 31 seconds
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Emerging Markets: A Turnaround Story

Mark Mobius, Carlos Hardenberg and Dino Kronfol on key developments and opportunities in emerging markets.
2/15/201716 minutes, 41 seconds