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What Investors Should Consider Now

Contributing Author

From Franklin Templeton Trump's tariff announcement stunned the markets. To help investors better understand the implications for their portfolios, Stephen Dover, Head of Franklin Templeton...

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Market Uncertainty, Global Growth Concerns, and U.S. Recession Fears

Seema Shah

What is the announcement, and how does it compare to market expectations? President Trump announced that he would apply a minimum 10% tariff on all...

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The End of the Free Trade Era, Recession and Inflation More Likely

Contributing Author

Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton on the latest tariffs notes the following: US President Donald Trump's...

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Rethinking Traditional Safe Haven Assets in Today’s Markets

Contributing Author

Adam Marden, Portfolio Manager for Dynamic Global Bond Strategy at T. Rowe Price, shares his views on how traditional safe-haven assets are evolving in today's...

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Tariffs and Yield Curves

Contributing Author

From PGIM Fixed Income As anticipation towards tomorrow's tariff announcement mounts, it remains unclear how the approach to reciprocal measures might unfold, e.g., whether they...

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A Growth Revival: The Start of European Exceptionalism?

Seema Shah

At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several...

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Credit Under The Microscope

Elizabeth Moran

Adam Whiteley, Head of Global Credit at Insight Investment visited Australia this week and I was very fortunate to be given the opportunity to...

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The Key to Navigating Investment Uncertainties and Cognitive Biases

Robert Almeida, Jr.

Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns. Cognitive biases such as confirmation...

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Where Is The Drama?

Chris Iggo

There is more bearishness around but not a lot of asset (re)allocation. Having lived through the fall of the Berlin Wall, the 1991 Soviet...

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At Most One US Rate Cut

Contributing Author

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the...