Preview Mode Links will not work in preview mode

Global perspectives and local insights from our investment teams. © 2021 Franklin Templeton

https://www.franklintempletonglobal.com/franklintempletonglobal/legal-info

Nov 30, 2021

With changing market conditions, does growth or value have the upper hand, and how does investing in innovation fit into the debate? Plus, we highlight what’s behind the resurgence in small cap stocks. Talking to our Stephen Dover about it all is Matt Moberg, a Portfolio Manager with Franklin Equity Group, Sam...


Nov 18, 2021

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.


Nov 4, 2021

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...


Oct 26, 2021

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...


Oct 19, 2021

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...