Talking Markets Podcast

The Talking Markets Podcast with Franklin Templeton explores perspectives and insights from our investment leaders. Tune in as we provide regular updates on developments shaping markets, industries and investment opportunities.

TALKING MARKETS PODCAST EPISODES

Investing in Innovation: The Impact of the Coronavirus Crisis

May 27, 2020

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. He shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

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What’s Next for Markets as Lockdowns Lift: A Multi-Asset View

May 21, 2020

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks ahead at what to expect for the second half of the year—including implications of the US economy opening up, the ongoing impact of massive monetary and fiscal response, and the risk for a wave of downgrades and defaults.

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Equity Markets vs. Main Street: Views on the Divergence and Considerations for Different Sectors

May 13, 2020

Why 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.

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A Different World: Expect Significant Changes Following The Coronavirus Crisis

April 29, 2020

Dr. 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.

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How COVID-19 is Testing the Resiliency of Emerging Markets

April 23, 2020

Manraj 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.

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Rescuing Markets and the Economy: Impacts of Massive Monetary and Fiscal Stimulus

April 16, 2020

Is 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.

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Impact of CARES Act on the US Retirement System

April 6, 2020

Listen 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.

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Market Movements: Outlook and Valuations for US Equities

March 30, 2020

Franklin 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.

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Gauging the Fallout and Reasons for Optimism

March 25, 2020

As uncertainty continues to grip markets, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, gauges the fallout, and finds reasons to be optimistic.

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Perspective on China and Emerging Markets: Recovery Begins

March 19, 2020

Hear how the recovery from the coronavirus shock is underway in China, economic impacts in the region, and possible opportunities resulting in select emerging markets from Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity.

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Preparing for a Recession: What’s Different from the Global Financial Crisis

March 18, 2020

Uncertainty is gripping global markets as a result of the COVID-19 virus. Stephen Dover, Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions discuss how a recession has likely already begun and what's different from the Global Financial Crisis.

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Navigating Uncharted Territory and Market Volatility

March 13, 2020

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, discuss possible near-term and long-term impacts of the coronavirus outbreak and other market shocks.

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Looking Ahead: Market Volatility and Preparing for Possible Outcomes

March 11, 2020

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions and Wylie Tollette, Head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions discuss the heightened volatility following the spread of the coronavirus.

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Coping with Coronavirus-Induced Market Volatility

March 2, 2020

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the heightened volatility following the spread of the coronavirus.

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Experiences, Expectations and Efficiency: Helping Financial Advisors in the 2020s

February 24, 2020

Mike O’Brien, Programs Marketing Director, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to discuss the changing value of Financial Advisors over the next decade and how technology has helped the further adoption of model portfolios due to the rising demand.

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Multi-Asset Implications of the Coronavirus Outbreak

February 5, 2020

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the multi-asset implications of the coronavirus outbreak.

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Will the US Economy Survive the Politics in 2020?

January 21, 2020

What might investors worry about? Dr. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, covers her expectations for 2020 in this podcast.

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SECURE Act Signed into Law: Sweeping Changes for the US Retirement System

January 7, 2020

Franklin Templeton’s retirement experts look at how SECURE Act will change the US retirement system short and long term.

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Global Investment Outlook: Coping with a Changing Market Landscape in 2020

December 23, 2019

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested.

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Sustainable Investing for Today & Tomorrow

December 11, 2019

Julie Moret, Franklin Templeton’s Head of ESG, speaks to us about how sustainability isn't about passing a moral or ethical judgment, but an objective view on how society, consumers and investors are behaving differently, and how companies are managing to these drivers of change and really thinking about them in terms…

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US & European Equity Outlook: Growth and Opportunities

November 19, 2019

Templeton Global Equity Group’s Andrew Burkly and Franklin Equity Group’s Grant Bowers discuss their outlooks for European and US equities.

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Health Savings Accounts: How They Work and Are They Right for You?

October 11, 2019

Our Kevin Murphy, Head of Strategic Accounts, Defined Contribution Investment Only Division – US, sits down with Jamie Greenleaf, lead advisor and principal with Cafaro Greenleaf, to discuss Health Savings Accounts.

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Staying Nimble Amid an Uncertain Outlook

September 26, 2019

Our senior investment leaders weigh in on why they still don’t see a near-term recession but remain cautious heading into year-end with the backdrop of increased geopolitical risks.

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Health Sector Innovation and Insight

August 13, 2019

In this podcast, our Head of Equities Stephen Dover speaks with Franklin Templeton analysts Steve Kornfeld and Krzysztof Musialik about the health care sector and the innovation they are seeing therein.

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Engaging a New Generation of Investors

July 24, 2019

A panel of prominent FinTech entrepreneurs share their thoughts on the rationale for—and challenges of—appealing to Millennial customers.

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Midyear Outlook: Reining in Risk

June 28, 2019

Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global...

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An Update on US Retirement Legislation

June 20, 2019

Drew Carrington and Michael Hadley provide an update on the Legislative and Regulatory landscape affecting retirement plans and policy.

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Unlocking Innovation: Strategies from Silicon Valley CEOs

June 12, 2019

A panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture the culture of innovation with employees.

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