Our Outlooks

GLOBAL MACRO SHIFTS

The Fed's Long Unwinding Road

with Michael Hasenstab, Ph.D.

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Alternatives

Commodities Overview: January 2018

Equity

US Overview: January 2018

Access the latest Fund Commentaries

Equity

Global Overview: January 2018

Jan 25, 2018

Fixed Income

Global Economic Perspective: January 2018

Christopher Molumphy

Christopher Molumphy

Jan 23, 2018

Fixed Income

Municipal Bond Market Review: Fourth Quarter 2017

Fixed Income

Fed Delivers Another December Rate Hike

Ed Perks

Multi-Asset

Optimism and Selectivity in 2018

Christopher J. Molumphy, CFA

Fixed Income

Constructive but Cautious for 2018

Dec 1, 2017

Outlook

More Room for Emerging Markets to Run in 2018

Dec 1, 2017

Outlook

Dovish ECB Stand Likely to Dominate European Fixed Income

Dec 1, 2017

Outlook

Templeton’s 2018 Views on Bargains, Value Catalysts and the Risks

Dec 1, 2017

Outlook

Hedge Fund Outlook Sees a Fertile Ground for Alpha Capture Opportunities

Dec 1, 2017

Outlook

Managing Volatility through Portfolio Construction

Dec 1, 2017

Outlook

Muni Bonds: A Sense of Déjà Vu

Dec 1, 2017

Outlook

Biotech: Resurgence in Innovation amid Policy Uncertainty

Dec 1, 2017

Outlook

Finding Value in Unloved Industrials, Cyclical Sectors in 2018

Dec 1, 2017

Outlook

Machine Learning and Artificial Intelligence Underpin 2018 Tech View

Dec 1, 2017

Outlook

Building a Positive 2018 Outlook for Real Estate and Infrastructure

Dec 1, 2017

Outlook

Global Fixed Income: Moving Beyond Short-Term Distractions

Dec 1, 2017

Outlook

US Growth Team Sees Innovation-Driven, Secular Tailwind Ahead

Michael Hasenstab, Ph.D.

Global Macro

Identifying Value in the Post-QE Era

Dec 1, 2017

Outlook

European Equities: Recovery Underway, Earnings to Follow

Dec 1, 2017

Outlook

Long-Term Capital Markets Expectations

Michael Hasenstab, Ph.D.

Fixed Income

India's Reform Movement Gains Momentum

Michael Hasenstab, Ph.D.

Fixed Income

How the Asian Financial Crisis Reshaped Emerging Markets

Alternatives

Hedge-Fund Strategies Get a Second Wind

Equity

The Politics of Health Care

Alternatives

Why Liquid Alternatives Now

Multi-Asset

Sand Piles and Markets