Talking Markets With Franklin Templeton Investments

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.