February 11, 2021
Alistair MacDonald speaks with our Grant Bowers and Chetan Sehgal about the rate of economic recovery in the US versus emerging market countries and what impact this could have on investment strategies for equities in both areas.
Listen NowFebruary 2, 2021
Our Renee Anderson speaks with Ed Perks, Chief Investment Officer with Franklin Templeton Investment Solutions, about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.
Listen NowJanuary 20, 2021
Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green – a strong signal for growth.
Listen NowDecember 22, 2020
Julie Moret, our Global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowNovember 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.
Listen NowOctober 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.
Listen NowOctober 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.
Listen NowOctober 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.
Listen NowSeptember 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.
Listen NowSeptember 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.
Listen NowAugust 18, 2020
Matt Moberg, Portfolio Manager, Franklin Equity Group, discusses how the COVID-19 pandemic may be accelerating investments in innovation.
Listen NowJuly 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.
Listen NowJune 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.
Listen NowJune 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.
Listen NowMay 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.
Listen NowMay 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.
Listen NowMay 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.
Listen NowApril 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.
Listen NowApril 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.
Listen NowApril 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.
Listen NowApril 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.
Listen NowMarch 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.
Listen NowMarch 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.
Listen NowMarch 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.
Listen NowMarch 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.
Listen NowMarch 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.
Listen NowMarch 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.
Listen NowMarch 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.
Listen NowFebruary 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.
Listen NowFebruary 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.
Listen NowJanuary 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.
Listen NowJanuary 7, 2020
Franklin Templeton’s retirement experts look at how SECURE Act will change the US retirement system short and long term.
Listen NowDecember 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.
Listen NowDecember 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…
Listen NowNovember 19, 2019
Templeton Global Equity Group’s Andrew Burkly and Franklin Equity Group’s Grant Bowers discuss their outlooks for European and US equities.
Listen NowOctober 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.
Listen NowSeptember 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.
Listen NowAugust 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.
Listen NowJuly 24, 2019
A panel of prominent FinTech entrepreneurs share their thoughts on the rationale for—and challenges of—appealing to Millennial customers.
Listen NowJune 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...
Listen NowJune 20, 2019
Drew Carrington and Michael Hadley provide an update on the Legislative and Regulatory landscape affecting retirement plans and policy.
Listen NowJune 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.
Listen Now