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

US 2020 Election Investment Pulse: Why Fixed Income Now

November 18, 2020

With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.

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US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

November 17, 2020

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

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US 2020 Election Investment Pulse: Neutral to Positive for Municipals

November 16, 2020

In coming years, US Congress and the Biden administration could implement spending programs and tax reforms at the national level that trickle down into state and local government policies too. Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications for the municipal bond market, against a backdrop of COVID-19.

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US 2020 Election Investment Pulse: Biotech Advances Amid Pandemic

November 13, 2020

Our Head of Equities Stephen Dover joins Franklin Equity Group’s Evan McCulloch and Wendy Lam to get their investment views on recent US election and COVID-19 vaccine news. They also discuss what it’ll take to distribute a vaccine around the world, once a safe and effective one is available.

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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

November 12, 2020

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real-estate trends today and which areas look more promising than others.

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US 2020 Election Investment Pulse: Policy and Pandemic Guide Macro View

November 11, 2020

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.

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US 2020 Election Investment Pulse: Positive for Europe

November 10, 2020

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritized. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.

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US 2020 Election Investment Pulse: Time for Strategy Rotation

November 9, 2020

Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commodity, currency, equity and fixed income markets, particularly in the United States and emerging markets. They also take a look at why “rotation” is the word of the week for many of K2’s hedge strategies.

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US 2020 Election Investment Pulse: Opportunities in Equity Sectors

November 6, 2020

Considering the United States is the world’s largest economy, many equity investors across the globe have been watching the US election with interest. Potential policy changes could have different implications for different market sectors. Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity Group Portfolio Manager Grant Bowers to discuss what the latest election results likely mean for the technology and health care sectors. They also share their thoughts on potential investment opportunities in other sectors in a global landscape defined by COVID-19.

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US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk

November 5, 2020

As investors await the US presidential election’s final outcome, our Head of Equities Stephen Dover joined Franklin Templeton Investment Solutions’ Gene Podkaminer to discuss why they think it is increasingly vital for a divided US Congress to provide additional fiscal stimulus to get the US economy back on track amid the COVID-19 pandemic. They also share their views on how certain macroeconomic factors, such as inflation and growth, as well as fiscal and monetary policy, could affect potential investments across global asset classes.

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US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty

November 4, 2020

While the race for US president has not yet been decided, it does appear there is some certainty over the Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers. Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on why this might be a good thing for equities.

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US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery

November 3, 2020

In our latest Election Pulse, Franklin Templeton Fixed Income CIO Sonal Desai is joined by Gallup’s Jonathan Rothwell to discuss survey findings on COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.

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US 2020 Election Investment Pulse: The Only Certainty is Uncertainty

November 2, 2020

We’re looking at how current uncertainty surrounding the US election and other factors is affecting equity markets, and why so much short-term uncertainty may provide longer-term opportunity. Stephen Dover, Head of Equities at Franklin Templeton and Gene Todd, Director of Business Development at Fiduciary Trust Company International, join Katie Klingensmith for this conversation.

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US Election Preview: The Possibility for More US Stimulus and Sectors That Could Benefit

October 29, 2020

With the US election a few days away, what could different election results mean for more stimulus, and what sectors could potentially benefit? Our Head of Equities, Stephen Dover speaks with Ken Leech, CIO from Western Asset Management Company—a specialist investment manager of Franklin Templeton all about it.

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Tax Implications of US Election Results

October 16, 2020

Stephen Dover, Head of Equities, Franklin Templeton speaks with Craig Richards, Managing Director and Director of Tax Services, Fiduciary Trust Company International, about the potential tax implications of US election results and how various outcomes could impact income, investments and retirement plans.

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Possible US Election Impacts on the Technology and Healthcare Sectors

October 5, 2020

Head of Equities Stephen Dover speaks with Grant Bowers, Portfolio Manager, Franklin Equity Group, about how the upcoming US elections could affect the technology and healthcare sectors.

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Work, Life and Investing: How the Pandemic is Shaping the Future

September 28, 2020

As economies reopen from COVID-19 lockdowns, there have been fundamental shifts to daily life and work, as well as the investment landscape. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Scott Glasser, Chief Investment Officer from ClearBridge Investments, and Dave Gilbert, CEO and Chief Investment Officer from Clarion Partners, discuss the changes they are seeing.

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US Election Heightens Pandemic Uncertainty

September 16, 2020

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their views on the upcoming US election, as well as the continued impact of the COVID-19 pandemic on investment and economic activity. They also share their views on whether cities will ultimately survive amid the work-from-home movement that could remain a longer-term trend.

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Investment Opportunities Resulting from Accelerated Disruption and Innovation

August 18, 2020

Matt Moberg, Portfolio Manager, Franklin Equity Group, discusses how the COVID-19 pandemic may be accelerating investments in innovation.

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Emerging Divergences in Economies & Financial Markets

July 30, 2020

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks at concerning factors in the US, reasons for optimism in Europe, and early success in Asia.

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Considering Mortgage-Backed Securities for Stability in a Fixed Income Portfolio

June 29, 2020

The COVID-19 pandemic has impacted all corners of the market, including mortgage-backed securities. Franklin Templeton Fixed Income's Paul Varunok takes a closer look at the space, and why he feels they can offer some stability in a fixed income portfolio.

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Risk Assets and Reshaping of the Economy

June 11, 2020

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near-term.

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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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