Talking Markets with Franklin Templeton

Latest Episodes:

Factoring Inflation and Valuations into Stock-Picking Decisions May 27, 2021

Show notes

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.

Expectations for Economic Growth, Rates and Inflation May 03, 2021

Show notes

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.

Anatomy of a Recession: Expecting an Economic Boom Apr 20, 2021

Show notes

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.

Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery Mar 31, 2021

Show notes

Examining shifts in priorities and behaviors for both companies and investors using Environmental, Social, and Corporate Governance strategies as a result of the pandemic.

Stimulus and Infrastructure: Boon for Muni Bonds? Mar 18, 2021

Show notes

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.

Aftershocks of a Post-Pandemic World: Global Macro View Mar 09, 2021

Show notes

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.

Putting Inflation Concerns in Perspective Feb 25, 2021

Show notes

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.

Comparing the Pace of Recovery in US and Emerging Markets Feb 11, 2021

Show notes

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.

Capturing Income in the Current Market Environment Feb 02, 2021

Show notes

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.

Anatomy of Recession: Reasons Recovery Could Accelerate Jan 20, 2021

Show notes

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.