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: 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 #4: 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
Rank #5: 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 #6: Why We Think the US Bull Market Could Keep Running into 2019
Grant Bowers, Vice President, Portfolio Manager, Research Analyst, Franklin Equity Group joins us in our latest Talking Markets Podcast where he discusses the US bull market and the key factors that he believes are driving further growth as well as the potential risks that may bring it to an end. He also gives his take on how US mid-term elections may be playing into it all.
Aug 28 2018
Rank #7: Value Investing: Recent Challenges and Future Opportunities
A look at why value investing has been challenged during the extended equity market bull run, and the changing conditions that could turn the tide.
Mar 09 2018
Rank #8: 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 #9: 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 #10: 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 #11: 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 #12: Retirement Income Planning
Dennis Heinke, vice president of Product Strategy at Franklin Templeton Investments, speaks with Asset TV’s Gillian Kemmerer on retirement income.
Oct 26 2017
Rank #13: 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 #14: The CEO View: What’s Changed 10 Years after the Global Financial Crisis?
Well-known CEOs, Greg Johnson, Franklin Templeton Investments; James Gorman, Morgan Stanley; Jay Hooley, State Street; and Barry Stowe, Jackson National Life give us their take on some of the changes in markets that have occurred in the 10 years since the start of the Global Financial Crisis as well as discuss what they believe may be in store for the future.
Jun 05 2018
Rank #15: 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 #16: 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 #17: 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 #18: 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 #19: Speeding Towards Brexit, Some Off Ramps Emerge - A Dialogue with Lord Kerr
Sandy Nairn, Chairman of Templeton Global Equity Group and Edinburgh Partners Chief Executive, and Lord Kerr, Former Diplomat and now Chairman of Scottish Power and a crossbench member of the House of Lords discuss some of the potential implications for financial markets from the ongoing Brexit debate.
Aug 08 2018
Rank #20: 529 Education Savings Plans: Combating Growing Student Loan Debt
Roger Michaud, director of sales for Franklin Templeton 529 College Savings Plan, looks at how mounting student debt could have a devastating, long-term impact on one’s future. Plus, some of the early actions parents and students can take to avoid the pitfalls.
May 22 2018