Talking Markets with Franklin Templeton
170 episodes - English - Latest episode: 12 days ago - ★★★★ - 26 ratingsGlobal perspectives and local insights from our investment teams. © 2023 Franklin Templeton
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Episodes
Economic Recovery and the Inflation Debate in Emerging Markets
July 29, 2021 17:32 - 29 minutes - 27.4 MBOur 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.
Anatomy of a Recession: Plateauing But Strong Economic Activity
July 22, 2021 17:01 - 15 minutes - 21.6 MBWhile 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.
Anatomy of a Recession: Plateauing But Strong Economic Activity
July 22, 2021 17:01 - 15 minutes - 21.6 MBWhile 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.
Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but don’t Ignore ‘em
July 08, 2021 16:43 - 23 minutes - 31.7 MBFranklin 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.
Inflation, Interest Rates and the Search for Income
June 22, 2021 19:50 - 31 minutes - 43.6 MBFranklin 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.
Consumer Clout Driving ESG Efforts
June 10, 2021 20:54 - 27 minutes - 38.1 MBOur 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.
Factoring Inflation and Valuations into Stock-Picking Decisions
May 27, 2021 15:30 - 19 minutes - 27.4 MBOur 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.
Expectations for Economic Growth, Rates and Inflation
May 03, 2021 16:06 - 25 minutes - 23.2 MBSonal 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.
Anatomy of a Recession: Expecting an Economic Boom
April 20, 2021 17:20 - 14 minutes - 19.6 MBJeff 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.
Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
March 31, 2021 21:04 - 24 minutes - 33.3 MBExamining shifts in priorities and behaviors for both companies and investors using Environmental, Social, and Corporate Governance strategies as a result of the pandemic.
Stimulus and Infrastructure: Boon for Muni Bonds?
March 18, 2021 21:39 - 18 minutes - 24.8 MBBen 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.
Aftershocks of a Post-Pandemic World: Global Macro View
March 09, 2021 20:55 - 19 minutes - 27.1 MBMichael 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.
Putting Inflation Concerns in Perspective
February 25, 2021 19:21 - 24 minutes - 33.8 MBFranklin 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.
Comparing the Pace of Recovery in US and Emerging Markets
February 11, 2021 17:03 - 27 minutes - 37.4 MBAlistair 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.
Capturing Income in the Current Market Environment
February 02, 2021 17:00 - 20 minutes - 28.7 MBOur 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.
Capturing Income in the Current Market Environment
February 02, 2021 17:00 - 20 minutes - 28.7 MBOur 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.
Anatomy of Recession: Reasons Recovery Could Accelerate
January 20, 2021 21:10 - 15 minutes - 20.9 MBJeff 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.
ESG Investing: What to Expect in 2021 and Beyond
December 22, 2020 16:44 - 20 minutes - 27.7 MBJulie 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.
US 2020 Election Investment Pulse: Why Fixed Income Now
November 18, 2020 22:28 - 17 minutes - 24.2 MBWith 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.
US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets
November 17, 2020 22:43 - 28 minutes - 39.2 MBThe 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.
US 2020 Election Investment Pulse: Neutral to Positive for Municipals
November 16, 2020 22:10 - 22 minutes - 31.5 MBIn 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.
US 2020 Election Investment Pulse: Biotech Advances Amid Pandemic
November 13, 2020 22:04 - 27 minutes - 37.7 MBOur 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.
US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
November 12, 2020 22:52 - 23 minutes - 21.1 MBThe 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.
US 2020 Election Investment Pulse: Policy and Pandemic Guide Macro View
November 11, 2020 22:20 - 26 minutes - 37 MBWe’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.
US 2020 Election Investment Pulse: Positive for Europe
November 10, 2020 21:56 - 24 minutes - 33.8 MBGlobal 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.
US 2020 Election Investment Pulse: Time for Strategy Rotation
November 09, 2020 21:45 - 20 minutes - 27.6 MBGlobal 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” i...
US 2020 Election Investment Pulse: Opportunities in Equity Sectors
November 06, 2020 22:23 - 25 minutes - 34.7 MBConsidering 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...
US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk
November 05, 2020 22:53 - 24 minutes - 19.5 MBAs 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 poten...
US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty
November 04, 2020 22:12 - 19 minutes - 27 MBWhile 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.
US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery
November 03, 2020 21:35 - 19 minutes - 27.2 MBIn 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.
US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
November 02, 2020 21:50 - 18 minutes - 25.6 MBWe’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.
US Election Preview: The Possibility for More US Stimulus and Sectors That Could Benefit
October 29, 2020 22:17 - 22 minutes - 25.2 MBWith 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.
Tax Implications of US Election Results
October 16, 2020 16:32 - 13 minutes - 19.1 MBStephen 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.
Possible US Election Impacts on the Technology and Healthcare Sectors
October 05, 2020 23:46 - 12 minutes - 17.7 MBHead 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.
Work, Life and Investing: How the Pandemic is Shaping the Future
September 28, 2020 16:10 - 23 minutes - 31.7 MBAs 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.
US Election Heightens Pandemic Uncertainty
September 16, 2020 14:42 - 17 minutes - 23.5 MBFranklin 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.
Investment Opportunities Resulting from Accelerated Disruption and Innovation
August 18, 2020 21:41 - 18 minutes - 25.8 MBMatt Moberg, Portfolio Manager, Franklin Equity Group, discusses how the COVID-19 pandemic may be accelerating investments in innovation.
Emerging Divergences in Economies & Financial Markets
July 30, 2020 20:26 - 24 minutes - 33.9 MBEd 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.
Considering Mortgage-Backed Securities for Stability in a Fixed Income Portfolio
June 29, 2020 16:39 - 10 minutes - 15 MBThe 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.
Risk Assets and Reshaping of the Economy
June 11, 2020 20:44 - 25 minutes - 23.1 MBFranklin 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.
Investing in Innovation: The Impact of the Coronavirus Crisis
May 27, 2020 19:58 - 9 minutes - 8.49 MBFranklin 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.
What’s Next for Markets as Lockdowns Lift: A Multi-Asset View
May 21, 2020 18:58 - 22 minutes - 20.2 MBEd 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.
Equity Markets vs. Main Street: Views on the Divergence and Considerations for Different Sectors
May 13, 2020 20:19 - 22 minutes - 31.6 MBWhy 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.
A DIFFERENT WORLD: EXPECT SIGNIFICANT CHANGES FOLLOWING THE CORONAVIRUS CRISIS
April 29, 2020 17:54 - 23 minutes - 21.2 MBDr. 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.
A Different World: Expect Significant Changes Following The Coronavirus Crisis
April 29, 2020 17:54 - 23 minutes - 21.2 MBDr. 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.
How COVID-19 is Testing the Resiliency of Emerging Markets
April 23, 2020 21:44 - 24 minutes - 33.4 MBManraj 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.
Rescuing Markets and The Economy: Impacts of Massive Monetary and Fiscal Stimulus
April 16, 2020 21:30 - 18 minutes - 14.9 MBIs 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.
Impact of CARES Act on the US Retirement System
April 06, 2020 21:11 - 24 minutes - 22.6 MBListen 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.
Market Movements: Outlook and Valuations for US Equities
March 30, 2020 14:26 - 21 minutes - 29.4 MBFranklin 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.
Gauging The Fallout and Reasons for Optimism
March 25, 2020 18:20 - 23 minutes - 32.7 MBAs uncertainty continues to grip markets, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, gauges the fallout, and finds reasons to be optimistic.