Our Outlooks

GLOBAL MACRO SHIFTS

Environmental, Social, and Governance Factors in Global Macro Investing

with Michael Hasenstab, Ph.D.

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Sep 21, 2018

Fixed Income

Global Economic Perspective: September 2018

Christopher Molumphy

Christopher Molumphy

Sep 14, 2018

Fixed Income

Then and Now: Mortgage-Backed Securities Post-Financial Crisis

Sep 5, 2018

Equity

Riding the US Liquefied Natural Gas Wave

Aug 31, 2018

Fixed Income

Three Developments in Europe You May Have Missed over the Summer—and One You Didn’t

Aug 31, 2018

Alternatives

Commodities Overview: August 2018

Aug 31, 2018

Equity

Global Overview: August 2018

Aug 31, 2018

Equity

US Overview: August 2018

Aug 28, 2018

Equity

Why We Think the US Equity Bull Market Could Keep Running into 2019

Aug 8, 2018

perspectives

Speeding Toward Brexit, Some Off-Ramps Emerge: A Dialogue with Lord Kerr

Aug 7, 2018

Equity

Meet the Manager: Katrina Dudley

Aug 1, 2018

Multi-Asset

Cutting through the Noise: Trump, Trade and Twitter

Jul 31, 2018

Multi-Asset

Revisiting Corporate Credit amid Market Volatility

Jul 27, 2018

Equity

Brexit: Are Markets Underestimating the Chances of the UK Not Leaving?

Jul 26, 2018

Alternatives

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors

Jul 24, 2018

Fixed Income

Municipal Bond Market Review: Second Quarter 2018

Jul 20, 2018

Fixed Income

Hasenstab: How AMLO and Mexico Can Avoid a Populist Fate

Jul 17, 2018

Equity

Perspectives on Disruption

Jul 11, 2018

Equity

Convertible Securities: a Versatile Asset Class

Jul 3, 2018

Equity

The Electrifying Outlook for Metals Demand

Jun 18, 2018

Fixed Income

Fed Gives Interest Rates Another Bump

Jun 8, 2018

Multi-Asset

Assessing the Impact of US Metal Tariffs

May 30, 2018

Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

May 2, 2018

Fixed Income

Australia: Caught in the Middle of US-China Trade Tensions?

Apr 24, 2018

Fixed Income

US 10-Year Treasury Crosses 3%: Much Ado About Nothing?

Apr 19, 2018

Equity

Will 2018 be a Banner Year for US Bank Stocks?

Apr 18, 2018

Fixed Income

Who Said the Rules of the Game Could Change Because LIBOR’s Going Away?

Apr 17, 2018

Equity

Why Tech-Sector Volatility Doesn’t Worry Us

Apr 13, 2018

Equity

Symmetry Policy: How to Adapt to a More Volatile Market Environment

Apr 11, 2018

Multi-Asset

How Safe Is NAFTA?

How Safe Is NAFTA?

Mar 29, 2018

Equity

Why There’s Never Been a Better Time to Invest in Innovation

Fixed Income

Banking Sector Under the Microscope

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

Building a Positive 2018 Outlook for Real Estate and Infrastructure

Michael Hasenstab, Ph.D.

Global Macro

Identifying Value in the Post-QE Era

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

Global Fixed Income: Moving Beyond Short-Term Distractions

Dec 1, 2017

Outlook

US Growth Team Sees Innovation-Driven, Secular Tailwind Ahead

Dec 1, 2017

Outlook

European Equities: Recovery Underway, Earnings to Follow

Dec 1, 2017

Outlook

Long-Term Capital Markets Expectations