Global perspectives and local insights from our investment teams. © 2022 Franklin Templeton
Inflation: A Passing Phase or Major Threat
Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and John Bellows, Portfolio Manager, Western Asset join the Head of the Franklin Templeton Investment Institute, Stephen Dover to debate whether inflation is a passing phase or a longer-term threat. Plus, how inflation outlooks could lead to opportunities for fixed income investors.
Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates.
A Tale of Two Real Estate Markets: US and China
Tracy Chen, Portfolio Manager with Brandywine Global, and Tim Wang, Head of Investment Research for Clarion Partners, join Head of the Franklin Templeton Investment Institute, Stephen Dover, to take a closer look at how the pandemic has had a major impact on real estate markets, and what it could mean for real estate investors in the US and China.
Positioning for 2022: Tracking Inflation, Rates, Growth & Valuations
Ed Perks, CIO of Franklin Templeton Investment Solutions and Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, discuss with Stephen Dover, head of the Franklin Templeton Investment Institute, cross-asset class allocation views and implementation ideas for 2022, considering growth, inflation, rates, and valuation.
High Time for High Yield?
Bill Zox and John McClain, portfolio managers with Brandywine Global, join Amer Hasan to discuss how current market and economic conditions could benefit high yield investors, the opportunities and risks right now, and why the asset class is often overlooked or misunderstood.
Macro Perspectives: Mounting Variables Globally
Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long-term, what may be driving energy prices up, beyond just supply and demand, and views on the dollar vs other currencies around the world.
Audio quality low
High quality info, but poor quality audio. Sounds like speakers are under water.
I recently came across this podcast and listened to the latest episode with the analysis on Europe, global cycle and EMs and it was fantastic. I will be a regular listener
Disclaimer destroys value
First podcast I had to cancel due to length of disclaimer at end of each episode. Apparently the most aggressive advise from attorneys compared to industry standard.