Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.

Stocks, bonds, currencies and commodities have made significant moves in the past few months. Find out what factors to consider when deploying or redeploying capital from Franklin Templeton Institute’s Stephen Dover.

Although there were no huge surprises coming out of the recent Fed meeting, it may have provided hints on what the FOMC is thinking about future monetary policy changes. Franklin Templeton Institute analyzes the Fed’s statement and press conference.

So far this year, the US equity market has shown remarkable resilience and US inflation has remained sticky. Against this backdrop, a recent survey of our chief investment officers offers analyses and perspectives on key areas, such as Federal Reserve rate cut expectations, geopolitical risks, uncertain corporate earnings and opportunities in different asset classes.

The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.

Thoughts on the US monetary policy path ahead from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello.

More than just demographics, Head of Franklin Templeton Institute Stephen Dover and Investment Strategist Kim Catechis think education and government policy are of critical importance to economic growth.

Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with Michael Buchanan, Co-Chief Investment Officer, Western Asset Management, and Brendan Circle, Portfolio Manager, Franklin Income Investors. The group considered the current market environment as it pertains to cash in client portfolios. Has cash reached a tipping point?

While interest rates were left unchanged at the January Fed meeting as expected, there were some interesting hints about future monetary policy. Stephen Dover, Head of Franklin Templeton Institute, opines.

As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

In the context of fighting inflation, the “‘final mile”’ represents the successful and sustainable achievement of a central bank’s inflation target. Stephen Dover, Head of Franklin Templeton Institute, opines on the Fed’s ability to reach it.

Term premiums have been on the rise, but should investors be concerned? Stephen Dover, Head of Franklin Templeton Institute, explains what term premiums are, and why they are worth paying attention to.

Making the case for municipal bonds today with Stephen Dover, Head of Franklin Templeton Institute.

The US economy has been more resilient than many pundits had anticipated over the past year—but can this resilience continue? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with economists from across our firm to explore where the risks and opportunities for investors lie today and into year-end.

At least for now, the US government has avoided a shutdown. Stephen Dover, Head of Franklin Templeton Institute, opines on what may come next after this temporary resolution, and the impacts on the markets.

Tony Davidow, Senior Alternatives Investment Strategist, at Franklin Templeton Institute, shares some takeaways from a panel discussion on the topic.

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.

Given the current economic backdrop, where can investment opportunities be found, particularly within the fixed income asset class? Head of Franklin Templeton Institute Stephen Dover shares his key takeaways from a panel discussion that he moderated with fixed income experts within the company.

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

The Sovereign Debt Wave is at a historic peak and appears set to continue growing. With higher inflation and reduced liquidity, some countries will be able to continue to issue debt easily, while some will not.

Head of Franklin Templeton Institute Stephen Dover recently moderated a panel of our leading economists and asked this key question: What’s in store for investors in the second half? Here’s a quick take on their answers.

As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.

Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.

When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspectives on how to turn volatility into opportunity.

There is a disconnect between the Fed’s message regarding taking a pause in hiking interest rates this year and the market’s expectations of rate cuts.

Can central banks simultaneously provide liquidity to banks suffering sharp deposit withdrawals while also slowing money and credit creation by raising interest rates? In essence, can central banks quantitatively tighten and quantitatively ease at the same time?

As central banks wrestle with how to respond to volatile economic data and banking turmoil, while also fighting inflation, Franklin Templeton’s economists provided their perspectives on what’s next for economic growth, interest rates, inflation and fixed income markets.

Implications of the ongoing volatility in the banking sector, and what it means for markets in Europe and globally—check out highlights from our most recent discussion with Kim Catechis, Investment Strategist, Franklin Templeton Institute.

What are the implications of the ongoing volatility in the banking sector, and what does it mean for markets in Europe and globally?

Beyond the near-term turmoil, there may need to be a re-evaluation of the regional banking model in the United States, according to a recent panel hosted by Stephen Dover, Head of Franklin Templeton Institute.

Following recent efforts by central banks and regulators to alleviate the banking crisis, Franklin Templeton Institute’s Stephen Dover and Lukasz Kalwak discuss their thoughts on the implications and outlook for the banking industries in the United States and Europe.

To help understand the current market volatility arising from the collapse of banks in the United States and Europe, Head of Franklin Templeton Institute Stephen Dover provides his answers to three crucial questions.

Silicon Valley Bank was a “vital cog” in the private market ecosystem, which leads to many questions—and opportunities—across the alternative investments landscape.

Banking turmoil continues to rattle the global markets and investor confidence.

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Financial market volatility has followed the collapse of Silicon Valley Bank. Stephen Dover, Head of Franklin Templeton Institute, shares his thoughts on possible implications outside the United States.

Why did Silicon Valley Bank fail?

Here’s an update on the latest news involving Silicon Valley Bank and the implications for the Fed and markets, from Stephen Dover, Head of Franklin Templeton Institute.

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable?

Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.

“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West.

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover.

What are the implications of strategic asset allocation, the dynamics of public and private credit, tech-driven megatrends, and more?

If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends?

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty.

Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.