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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
Anatomy of a Recession: Plateauing but Strong Economic Activity
July 22, 2021
While GDP and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments about three potential economic and market risks for the second half of the years. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.
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Cryptocurrency, Blockchain, and Digital Assets: Love ‘em, Hate ‘em, but Don’t Ignore ‘em
July 8, 2021
Franklin Templeton Chief Market Strategist, Stephen Dover, and our Anthony Hardy and Christophe Vande Walle explore blockchain and digital assets through an equity investor lens. They discuss the growing implications of this sector and why investors & asset managers shouldn’t ignore it any longer.
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Inflation, Interest Rates and the Search for Income
June 22, 2021
Franklin Templeton’s Ed Perks, Western Asset’s Mark Lindbloom, and Clarion Partners’ Onay Payne join our Stephen Dover to discuss how despite the low-rate environment, they are looking for income opportunities within equities, fixed income and even real estate. Plus, how inflation concerns fit into income strategies.
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Consumer Clout Driving ESG Efforts
June 10, 2021
Our Sara Araghi, Zehrid Osmani with Martin Currie, Bonnie Wongtrakool with Western Asset, speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors—and, what it all means for investment strategies.
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Factoring Inflation and Valuations into Stock-Picking Decisions
May 27, 2021
Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Templeton and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions. They also cover the impacts private and Special Purpose Acquisition Companies are having on markets. And, why some innovative companies and technology that is changing our lives, may not make great investments.
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Expectations for Economic Growth, Rates and Inflation
May 3, 2021
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Francis Scotland, director of Global Macro Research at Brandywine Global, and John Bellows, Portfolio Manager and Research Analyst at Western Asset join Franklin Templeton Chief Market Strategist Stephen Dover to break down economic growth expectations in different parts of the world. Plus, differing views on inflation being transitory or more sustained.
Listen NowAnatomy of a Recession: Expecting an Economic Boom
April 20, 2021
Jeff Schulze, Investment Strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for GDP growth in the US are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long-term.
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Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
March 31, 2021
Examining shifts in priorities and behaviors for both companies and investors using Environmental, Social, and Corporate Governance strategies as a result of the pandemic.
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Stimulus and Infrastructure: Boon for Muni Bonds?
March 18, 2021
Ben Barber, Director of Franklin Templeton Municipal Bonds, and Jennifer Johnston, Director of Research for Franklin Templeton Municipal Bonds joins Stephen Dover to discuss how the new US stimulus package and potential infrastructure plan could impact the municipal bond space...plus, why an array of tax changes could boost the relative value of munis.
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Aftershocks of a Post-Pandemic World: Global Macro View
March 9, 2021
Michael Hasenstab, Chief Investment Officer, Templeton Global Macro speaks with our Katie Klingensmith about why some investment focuses are turning to Asia. He also addresses the inflation debate from both sides.
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Putting Inflation Concerns in Perspective
February 25, 2021
Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about some topics investors should be taking into consideration: low rates, high deficits, inflation concerns, rising US Treasury Yields and commodity prices, and the COVID-19 vaccine rollout ramping up globally.
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Comparing the Pace of Recovery in US and Emerging Markets
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.
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Capturing Income in the Current Market Environment
February 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 NowAnatomy of Recession: Reasons Recovery Could Accelerate
January 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.
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ESG Investing: What to Expect in 2021 and Beyond
December 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.
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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.
Listen NowEmerging 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.
Listen NowWhat’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.
Listen NowA 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.
Listen NowGauging 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.
Listen NowPerspective 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.
Listen NowPreparing 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.
Listen NowNavigating 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.
Listen NowMulti-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.
Listen NowWill 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.
Listen NowSustainable 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…
Listen NowUS & 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.
Listen NowHealth 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.
Listen NowStaying 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.
Listen NowHealth 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.
Listen NowEngaging 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.
Listen NowMidyear 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...
Listen NowAn 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.
Listen NowUnlocking 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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Franklin Distributors, LLC. Member FINRA/SIPC. Prior to July 7, 2021, Franklin Templeton Distributors, Inc., and Legg Mason Investor Services, LLC served as mutual fund distributors for Franklin Templeton.
