Rank #1: The Urge to Merge: Possible Implications from the AT&T-Time Warner Court Ruling
Sara Araghi, CFA, vice president, research analyst, Franklin Equity Group, and Marc Kremer, CFA, research analyst, Franklin Templeton Fixed Income Group, discuss some of the possible implications of the US Court ruling in favor of AT&T’s bid to merge with Time Warner.
Jun 20 2018
Rank #2: The Year Ahead: Will the US and Global Expansion Continue in 2018?
Three of Franklin Templeton’s senior investment leaders offer their outlook on the global investment landscape and whether the US and global economic expansion could continue.
Jan 09 2018
Rank #3: Retirement...Disrupted: Is the US Facing a Crisis?
Ahead on this episode—we listen in on a panel of experts discussing the potential US retirement crisis and the fear factors surrounding retirement disruption.
Jul 12 2018
Rank #4: Making Sense of Recent Market Action
On this episode, three of Franklin Templeton’s senior investment leaders break down the key factors driving market movement and how they view economic conditions.
Jan 15 2019
Rank #5: Tax Reform and the Possible Impact on Retirement
Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, breaks down how lawmakers could target retirement dollars for tax revenue.
Nov 29 2017
Rank #6: Disruption of Money
Roger Bayston, senior vice president, Franklin Templeton Fixed Income Group; Austin Trombley, vice president and data scientist, Franklin Templeton Fixed Income Group; and Anthony Hardy, research analyst with Franklin Equity Group, give us their take on the disruption of money and the rise of cryptocurrencies and blockchain technology.
Apr 26 2018
Rank #7: 2018 Investment Outlook for Europe
David Zahn, Franklin Templeton’s Head of European Fixed Income, talks about what 2018 has in store for the European region.
Jan 24 2018
Rank #8: Market Volatility: The Factors, Risks and Opportunities
Wylie Tollette, head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions, looks at the impact of sentiment on volatility short-term…and other factors driving it.
Dec 21 2018
Rank #9: Retirement Plan Implications: DOL Fiduciary Rule Decisions and RESA Legislation
A look at what the anticipated changes in The Retirement Enhancement and Savings Act might mean for both plan sponsors and participants, as well as an analysis of the latest court rulings of the Department of Labor’s Fiduciary Rule.
Apr 03 2018
Rank #10: Updating the Outlook for Fundamental Changes to the US Retirement System
An update on the legislative and regulatory landscape affecting US retirement plans and policy with Drew Carrington and Michael Hadley.
Feb 13 2019
Rank #11: Health Care Sector Innovation and Insight
In this podcast, our Head of Equities Stephen Dover speaks with Franklin Templeton analysts Steve Kornfeld and Krzysztof Musialik about the health care sector and the innovation they are seeing therein.
Aug 13 2019
Rank #12: US Housing Market: Are There Cracks in the Foundation?
The US housing market is starting to cool off a bit, but the big question is whether there are cracks in its foundation. Paul Varunok, head of Securitized Assets with Franklin Templeton Fixed Income Group, shares his view on our latest Talking Markets podcast. He discusses the state of the US housing market today and why he doesn’t see a repeat of the housing crisis that hit the US market a decade ago. He also shares some thoughts on where he’s finding opportunities as an investor in the space.
Jan 31 2019
Rank #13: Engaging A New Generation of Investors
A panel of prominent FinTech entrepreneurs share their thoughts on the rationale for—and challenges of—appealing to Millennial customers.
Jul 24 2019
Rank #14: Midyear Outlook: Reining in Risk
Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy’s foundation? Our senior investment leaders share their views on investing in uncertain times and how their outlooks have changed from earlier this year. They weigh in on market divergence, whether there is simply too much focus on the US Federal Reserve (Fed), where they see pockets of opportunity and how they are looking to play defense.
Discussion topics within:
- Market and data disconnects
- The Fed effect
- Shifts in global growth
- Finding defensible space
Jun 28 2019
Rank #15: Staying Nimble Amid an Uncertain Outlook
Our senior investment leaders weigh in on why they still don’t see a near-term recession but remain cautious heading into year-end with the backdrop of increased geopolitical risks.
Sep 26 2019
Rank #16: Market Resilience: Strength in Numbers
Concerns about where the financial markets are heading appear to be at the forefront of many investors’ minds—including the possibility of a near-term recession. Our senior investment leaders think some market observers are misguided. In our latest podcast, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks give their outlook for the global economy and where they see potential opportunities today.
Mar 25 2019
Rank #17: AI and Machine Learning: A View from Silicon Valley
Two Silicon Valley Executives from artificial intelligence businesses join Ryan Biggs, Research Analyst with Franklin Equity Group, to discuss the state of AI technology, and the urgency for businesses to transform.
Dec 12 2018
Rank #18: Smart Beta Investing in the Changing Emerging Market Landscape
Franklin Templeton ETF Specialists Todd Mathias and Rick Felix discuss the nuances of smart beta while taking a look at the changing investment landscape in emerging markets.
Apr 25 2019
Rank #19: Moving Ahead: An Update on US Retirement Legislation
Drew Carrington and Michael Hadley provide an update on the Legislative and Regulatory landscape affecting retirement plans and policy.
Jun 20 2019
Rank #20: 1-on-1 with Michael Hasenstab: Market Changes and Challenges
Dr. Michael Hasenstab, Executive Vice President and Chief Investment Officer of Templeton Global Macro at Franklin Templeton Investments, breaks down what’s behind current market gyrations and looks ahead to longer-term concerns and opportunities.
Feb 14 2018