
Quick Thoughts: Making Sense of Bewildering Bonds
September 2, 2026
Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.
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Mega IPOs could mark the next phase of the AI investment cycle, bringing mature private companies to public markets and reshaping market leadership.

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Stephen Dover, Head of Franklin Templeton Institute, led a panel of investment leaders to discuss the global and market investment implications of the US “Operation Epic Fury” and the widening conflict in the Middle East.
The US Supreme Court (SCOTUS) released a much-awaited decision on the legality of President Trump’s tariffs. Stephen Dover, Head of Franklin Templeton Institute, led a panel of investment leaders to discuss the market implications.
Stephen Dover, Head of Franklin Templeton Institute, led a panel of investment leaders to discuss the global and market investment implications of the United States’ capture of Venezuela’s President Nicolás Maduro.
In today's dynamic landscape, the ability to navigate through periods of capital market volatility is crucial to help manage risk and grow portfolios over time. These resources can help provide guidance during times of extreme volatility.
Please check with your firm if you have any questions about the current availability of this fund/product.
| Product Name | Ticker | Objective | Asset Class |
|---|---|---|---|
| Putnam Ultrashort Duration Income Fund | PSDYX | Seek a high rate of current income as the portfolio managers believe is consistent with the preservation of capital and maintenance of liquidity. | Ultrashort bond |
| Franklin International Low Volatility High Dividend Index ETF | LVHI | Pursue income while managing the volatility that can come from traditional international equity dividend strategies. | Equity |
| Putnam Stable Value Strategy | Seek to preserve capital and achieve high current income in retirement plans. | Fixed income |

September 2, 2026
Stephen Dover, Head of Franklin Templeton Institute, explores what is driving the recent rise in bond yields, and what it means for investors.

September 1, 2026
A three-lens framework for global investors. Franklin Templeton Institute believes China is building a self-reliant AI ecosystem through policy support and infrastructure investment, creating selective opportunities despite ongoing technology gaps and fragmented execution.

August 31, 2026
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal deficit.
Concerns troubling investors currently are not unique or unprecedented and historical financial trends and patterns demonstrate that many of the issues causing uncertainty today, such as economic fluctuations, market volatility and geopolitical tensions, have been recurring challenges in the investment world.


Separating truth from “noise” can be challenging, as perspectives often shift when viewed over the long term. Investors should stay focused on the goals they have established and carefully evaluate any changes and decisions, taking into account both short-term and long-term objectives.
The rewards of long-term investing
5 things you need to know to ride out a volatile stock market
Emotions can lead to irrational decision-making and impulsive decisions that often compromise the realization of stated goals. Before reacting, investors should make a list of their concerns, revisit their goals and review their strategy.


Risk is part of investing. It can be limited, defended against, but it can’t be eliminated. The important thing is for investors to understand how much risk they can tolerate and build a long-term investment strategy that reflects that.
When you look at market performance over decades rather than just a year or two, what you find is that while it may jump around in the short term, over the long run it grows. Investors who stay the course have historically been rewarded for their patience.
The rewards of long-term investing
What a difference a year makes


Diversifying assets across various asset classes is a fundamental technique for managing investment risk. An appropriately diversified portfolio can be particularly helpful during periods of market volatility.
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All investments involve risks, including possible loss of principal.
Investment perspectives reflect the analysis and opinions of the authors as of the dates on the respective content and may change without notice. It may differ from the opinions of other portfolio managers, investment teams or platforms at Franklin Templeton Investments. It is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The material is not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy.
Franklin Distributors, LLC. Member FINRA/SIPC. All entities mentioned are Franklin Templeton affiliated companies.
Distributions to shareholders may decline when prevailing interest rates fall or when a fund experiences defaults on debt securities it holds. Changes in the financial strength of a bond issuer or in a bond’s credit rating may affect its value. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments; investments in emerging markets involve heightened risks related to the same factors.
ETFs trade like stocks, fluctuate in market value and may trade at prices above or below their net asset value. Brokerage commissions and ETF expenses will reduce returns.
Retirement Advantage Trusts, Stable Value Funds, and Large Cap Value Trust are collective trust managed and distributed by Putnam Fiduciary Trust Company, LLC ("PFTC"), a non-depository New Hampshire trust company. However, it is not FDIC insured; is not a deposit or other obligation of, and is not guaranteed by, PFTC or any of its affiliates. The fund is not a mutual fund registered under the Investment Company Act of 1940, and its units are not registered under the Securities Act of 1933. The fund is only available for investment by eligible, qualified retirement plan trusts, as defined in the declaration of trust and participation agreement.
For more information on any of our funds, contact your financial professional or download a free prospectus.
Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at www.franklintempleton.com. Please read it carefully.