Webinars

Ed Perks

Ed Perks
Chief Investment Officer
President, Franklin Advisers, Inc.
Franklin Templeton Investment Solutions

Renee Anderson

Renee Anderson, CFA®
Vice President
Director, North American Equities
Global Product Management
Franklin Templeton

Managing for Income Today: Franklin Income Fund

Tuesday, August 10, 2021 | 9:00 am PT / 12:00 pm ET

Duration: 45 Minutes

As we enter the second half of this year, optimism fueled by the economic emergence from the COVID-19 pandemic is tempered by concerns about inflation, market valuations, and the implications of a continued low interest rate environment for income-seeking investors. Join Ed Perks, portfolio manager of Franklin Income Fund, as he gives an update on the fund and discusses topics that are top of mind for advisors:

  • Factors driving today’s market environment
  • Opportunities and obstacles for investing for income
  • How our outlook for economic growth and market dynamics influences portfolio positioning

Sign In to Register

Tuesday, July 27, 2021 | 8:00 am PT / 11:00 am ET | 60 Minutes

Western Asset: The Fed and Liquidity Markets: Mid-Year Review and 3Q Outlook

Please join us for a webcast featuring John Bellows and Kevin Kennedy. They will review Fed policy and discuss the environment for short-term investing at the mid-year point, including their outlook for 3Q21. Matt Jones will moderate the session.

John Bellows, PhD
Portfolio Manager
Western Asset

Kevin Kennedy
Head of Liquidity
Portfolio Management
Western Asset

Matt Jones
Head of Liquidity
Distribution
Western Asset

July 20, 2021 | 45 Minutes

What Our Managers Think: Emerging Markets – The Power of Disruption

More and more, EM is where to find firms with innovative products capable of disrupting established industries and generating strong growth. To learn more, register now for “Emerging Markets: The Power of Disruption” featuring top managers from Martin Currie and Franklin Templeton Emerging Markets Equities.

Stephen H. Dover, CFA®
Chief Market Strategist
Head of Franklin Templeton Investment Institute

Andrew Ness, CFA®
Portfolio Manager
Franklin Templeton Emerging Markets Equity

Alastair Reynolds
Portfolio Manager
Martin Currie

July 15, 2021 | 60 Minutes

Western Asset: 3Q21 Market & Strategy Update with CIO Ken Leech

Join us for Western Asset’s 3Q21 Market & Strategy Update webcast featuring CIO Ken Leech, who will discuss the progress of the ongoing economic recovery as we enter the third quarter.

Ken Leech
Chief Investment Officer
Western Asset

Catherine Matthews
Product Specialist
Western Asset

July 13, 2021 | 60 Minutes

ANATOMY OF A RECESSSION WEBCAST: Q3 UPDATE

Join Investment Strategist Jeff Schulze for his latest “Anatomy of a Recession” update on the US recovery and equity markets – leveraging ClearBridge Investments’ exclusive Recession Risk Dashboard. Key topics for July include:

  • The impact of peak earnings on market performance
  • Concerns about the stimulus “sugar high”
  • How the growth surge is changing market leadership
  • The timing of the Fed’s taper talk and what it means for investors

Jeff Schulze
Strategist
Clearbridge Invesments

Mark Lavan
Co-Head of US Retail
Franklin Templeton

Tuesday, June 24, 2021 | 60 Minutes

Western Asset: Why Fixed-Income Still Matters – Inflation Expectations and the Great Reopening

Please join us for a special edition webcast. This dynamic roundtable discussion will highlight the reasons why we think fixed-income should be considered an essential pillar of every successful long-term portfolio, regardless of the current low-yield environment. Other topics will include the Fed’s monetary policy, inflation expectations and sector positioning as the economy reopens.

They answer key questions, including:

  • Why are dividend payers a good place to look for lower volatility small caps?
  • Where are you finding attractive value in dividend paying small caps?
  • How might a pickup in inflation affect these stocks?

Michael Bazdarich, PhD
Product Specialist/Economist
Western Asset

John Bellows, PhD
Portfolio Manager
Western Asset

Kurt Halvorson, CFA®
Senior Analyst
Western Asset

Catherine Matthews
Product Specialist
Western Asset

Tuesday, June 15, 2021 | 45 Minutes

What Our Managers Think:
Income: Riding the Recovery

Surging growth is creating opportunity for income across asset classes -- despite concerns about inflation. Join us as Western Asset’s Mark Lindbloom, Clarion Partners’ Onay Payne, and Franklin Templeton Investment Solutions’ Ed Perks share insights on generating attractive income now with Stephen Dover of the Franklin Templeton Investment Institute.

Income: Riding the Recovery

  • Bonds: the power of a selective approach
  • Commercial real estate: income potential
  • Multi-asset strategies: more choices

Stephen H. Dover, CFA®
Chief Market Strategist
Head of Franklin Templeton Investment Institute

Mark Lindbloom
Portfolio Manager
Western Asset

Onay Payne
Senior Vice President
Portfolio Manager
Clarion Partners

Ed Perks
Chief Investment Officer
President, Franklin Advisors Inc.
Franklin Templeton Investment Solutions

Tuesday, June 15, 2021 | 30 Minutes

Royce Investment Partners: Where to Find Lower Volitility Small-Cap Value Stocks

Lead Portfolio Manager Miles Lewis, Portfolio Manager Chuck Royce, and Senior Analyst Christopher Testa join Senior Investment Strategist Steve Lipper to discuss which small cap value stocks offer timely opportunities and why dividend payers are fertile ground for lower volatility small caps.

They answer key questions, including:

  • Why are dividend payers a good place to look for lower volatility small caps?
  • Where are you finding attractive value in dividend paying small caps?
  • How might a pickup in inflation affect these stocks?

Chuck Royce
Chairman
Portfolio Manager
Royce Investment Partners

Miles Lewis, CFA®
Portfolio Manager
Principal
Royce Investment Partners

Christopher Testa
Senior Analyst
Franklin Equity Group

Steve Lipper, CFA®
Senior Investment Strategist
Managing Director
President, RFS
Royce Investment Partners

Tuesday, June 15, 2021 | 30 Minutes

ClearBridge Large Cap Value 2Q Update: A High-Quality Angle on Reopening

Join Portfolio Manager Dmitry Khaykin as he reviews recent performance of the ClearBridge Large Cap Value Strategy, highlighting the portfolio's positioning amid a robust economic recovery and the team's approach to finding high-quality companies with strong ESG characteristics at attractive valuations.

Dmitry Khaykin
Portfolio Manager
ClearBridge Investments

Kathleen Anderson
Client Portfolio Manager
ClearBridge Investments

Tuesday, May 25, 2021 | 60 Minutes

FINANCIAL AID & PAYING FOR COLLEGE

Please join us for an exclusive webcast on the value of higher education and how to pay for it. During this call, you’ll hear about:

  • The current education landscapes
  • Review of different grant and loan programs
  • The role of education savings on retirement
  • How clients can apply for free financial aid

Ways to save for education and how to help clients with their education saving efforts

Steve Jobe
529 Specialist
Franklin Templeton Distributors, Inc

May 18, 2021 | 45 Minutes

What Our Managers Think: Stocks: Staying Smart Amid Market Highs

With the market high, is there still opportunity in equities? Join ClearBridge’s Aram Green and Franklin Templeton’s Matt Moberg for “Staying Smart Amid Market Highs” on May 18.

Stephen H. Dover, CFA
Chief Market Strategist
Head of Franklin Templeton Investment Institute

Aram Green
Managing Director
Portfolio Manager
ClearBridge Investments

Matt Moberg
Senior Vice President
Portfolio Manager
Franklin Equity Group

April 22, 2021 | 60 Minutes

ClearBridge Investments’ Anatomy of a Recession Q2 2021

Jeff Schulze will provide his Q2 US economic update. Register to hear Jeff's unique perspective on the state of the economy and the impact of capital markets. Areas of focus will be the concern of price inflation, the Fed's ability to control it, the impact of the massive stimulus package and the economic reopening as vaccinations continue across the nation.

Jeff Schulze
Investment Strategist
ClearBridge Investments

April 22, 2021 | 60 Minutes

Western Asset: The Fed and Liquidity Markets: 1Q Review and 2Q Outlook

John Bellows and Kevin Kennedy will review Fed policy and the environment for short-term investing in 1Q21 and also provide their outlook for the coming quarter. Matt Jones will moderate the session.

John Bellows
Portfolio Manager
Western Asset

Kevin Kennedy
Head of Liquidity Portfolio Management
Western Asset

Matt Jones
Head of Liquidity Distribution
Western Asset

April 20, 2021 | 45 Minutes

What Our Managers Think: Macro in Focus: Growth, Rates and Inflation

Stephen Dover, Chief Strategist and Head of the Franklin Templeton Investment Institute will lead a conversation on growth, rates and inflation. The discussion will cover our outlook on the global economy, potential inflation and its impact on rates, the currency outlook vs the dollar, opportunities outside of the United States and the impact on allocation decisions.

Stephen H. Dover, CFA
Chief Market Strategist
Head of Franklin Templeton Investment Institute

Sonal Desai
Chief Investment Officer
Franklin Templeton Fixed Income

Francis Scotland
Director of Global Macro Research
Brandywine Global

John Bellows
Portfolio Manager
Western Asset

April 15, 2021 | 60 Minutes

Western Asset: 2Q21 Market & Strategy Update

Western Asset’s 2Q21 Market & Strategy Update webcast features CIO Ken Leech who will discuss the progress of the ongoing economic recovery as we enter the second quarter.

Ken Leech
Chief Investment Officer
Western Asset

Catherine Matthews
Product Specialist
Western Asset