Website Maintenance Notice
Our website will be unavailable from Friday, July 20th at 9:30 PM EST until Saturday, July 21st at 3:30 AM EST. We apologize for any inconvenience this may cause.

Our Outlooks

GLOBAL MACRO SHIFTS

Environmental, Social, and Governance Factors in Global Macro Investing

with Michael Hasenstab, Ph.D.

Read More

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

Access the latest Fund Commentaries

Jun 30, 2018

Multi-Asset

Commodities Overview: Second Quarter 2018

Jun 30, 2018

Equity

US Overview: Second Quarter 2018

Jun 30, 2018

Equity

Global Overview: Second Quarter 2018

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?

Fixed Income

Fed Delivers Another December Rate Hike

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

Michael Hasenstab, Ph.D.

Fixed Income

India's Reform Movement Gains Momentum

Michael Hasenstab, Ph.D.

Fixed Income

How the Asian Financial Crisis Reshaped Emerging Markets

Alternatives

Hedge-Fund Strategies Get a Second Wind

Equity

The Politics of Health Care

Alternatives

Why Liquid Alternatives Now

Multi-Asset

Sand Piles and Markets