הפודקאסטים הטובים ביותר ב-Templeton (2021)

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Talking Markets with Franklin Templeton Investments

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Consumer Clout Driving ESG Efforts 27:45

5d ago27:45

27:45

Our Sara Araghi, Zehrid Osmani with Martin Currie, Bonnie Wongtrakool with Western Asset, speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors—and, what it all means…

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Talking Markets with Franklin Templeton Investments

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Factoring Inflation and Valuations into Stock-Picking Decisions 19:58

19d ago19:58

19:58

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 innovati…

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Talking Markets with Franklin Templeton Investments

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Expectations for Economic Growth, Rates and Inflation 25:19

1M ago25:19

25:19

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…

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Talking Markets with Franklin Templeton Investments

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Anatomy of a Recession: Expecting an Economic Boom 14:14

2M ago14:14

14:14

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.

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Talking Markets with Franklin Templeton Investments

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Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery 24:13

3M ago24:13

24:13

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

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Talking Markets with Franklin Templeton Investments

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Stimulus and Infrastructure: Boon for Muni Bonds? 18:04

3M ago18:04

18:04

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 mu…

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Talking Markets with Franklin Templeton Investments

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Aftershocks of a Post-Pandemic World: Global Macro View 19:43

3M ago19:43

19:43

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.

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Talking Markets with Franklin Templeton Investments

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Putting Inflation Concerns in Perspective 24:35

4M ago24:35

24:35

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 va…

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Talking Markets with Franklin Templeton Investments

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Comparing the Pace of Recovery in US and Emerging Markets 27:15

4M ago27:15

27:15

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.

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Talking Markets with Franklin Templeton Investments

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Capturing Income in the Current Market Environment 20:51

4M ago20:51

20:51

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.

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Talking Markets with Franklin Templeton Investments

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Anatomy of Recession: Reasons Recovery Could Accelerate 15:14

5M ago15:14

15:14

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.

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Talking Markets with Franklin Templeton Investments

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ESG Investing: What to Expect in 2021 and Beyond 20:09

6M ago20:09

20:09

Julie Moret, Global Head of Environmental, Social and Governance (ESG) at Franklin Templeton, discusses how the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Why Fixed Income Now 17:34

7M ago17:34

17:34

With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and …

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets 28:30

7M ago28:30

28:30

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating …

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Neutral to Positive for Municipals 22:55

7M ago22:55

22:55

In coming years, US Congress and the Biden administration could implement spending programs and tax reforms at the national level that trickle down into state and local government policies too. Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications for the municipal bond market, agains…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Biotech Advances Amid Pandemic 27:25

7M ago27:25

27:25

Our Head of Equities Stephen Dover joins Franklin Equity Group’s Evan McCulloch and Wendy Lam to get their investment views on recent US election and COVID-19 vaccine news. They also discuss what it’ll take to distribute a vaccine around the world, once a safe and effective one is available.

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate 23:00

7M ago23:00

23:00

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real-estate trends today and which areas look more promisin…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Policy and Pandemic Guide Macro View 26:55

7M ago26:55

26:55

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on wh…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Positive for Europe 24:33

7M ago24:33

24:33

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, inclu…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Time for Strategy Rotation 20:05

7M ago20:05

20:05

Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commo…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Opportunities in Equity Sectors 25:14

7M ago25:14

25:14

Considering the United States is the world’s largest economy, many equity investors across the globe have been watching the US election with interest. Potential policy changes could have different implications for different market sectors. Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity …

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk 24:18

7M ago24:18

24:18

As investors await the US presidential election’s final outcome, our Head of Equities Stephen Dover joined Franklin Templeton Investment Solutions’ Gene Podkaminer to discuss why they think it is increasingly vital for a divided US Congress to provide additional fiscal stimulus to get the US economy back on track amid the COVID-19 pandemic. They al…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty 19:39

7M ago19:39

19:39

While the race for US president has not yet been decided, it does appear there is some certainty over the Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers. Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on …

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery 19:47

7M ago19:47

19:47

In our latest Election Pulse, Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai is joined by Gallup’s Jonathan Rothwell to discuss survey findings related to COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.…

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Talking Markets with Franklin Templeton Investments

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US 2020 Election Investment Pulse: The Only Certainty is Uncertainty 18:37

7M ago18:37

18:37

We’re looking at how current uncertainty surrounding the US election and other factors is affecting equity markets, and why so much short-term uncertainty may provide longer-term opportunity. Stephen Dover, Head of Equities at Franklin Templeton and Gene Todd, Director of Business Development at Fiduciary Trust Company International, join Katie Kli…

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Talking Markets with Franklin Templeton Investments

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US Election Preview: The Possibility for More US Stimulus and Sectors That Could Benefit 22:03

8M ago22:03

22:03

With the US election a few days away, what could different election results mean for more stimulus, and what sectors could potentially benefit? Our Head of Equities, Stephen Dover speaks with Ken Leech, CIO from Western Asset Management Company—a specialist investment manager of Franklin Templeton all about it.…

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Talking Markets with Franklin Templeton Investments

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Tax Implications of US Election Results 13:54

8M ago13:54

13:54

Stephen Dover, Head of Equities, Franklin Templeton speaks with Craig Richards, Managing Director and Director of Tax Services, Fiduciary Trust Company International, about the potential tax implications of US election results and how various outcomes could impact income, investments and retirement plans.…

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Talking Markets with Franklin Templeton Investments

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Possible US Election Impacts on the Technology and Healthcare Sectors 12:52

8M ago12:52

12:52

Head of Equities Stephen Dover speaks with Grant Bowers, Portfolio Manager, Franklin Equity Group, about how the upcoming US elections could affect the technology and healthcare sectors.

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TAKEN: The Murder of Mary Jo Templeton

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Ep. 7 That Damn Harry Wall 1:20:14

9M ago1:20:14

1:20:14

On October 2nd, 1978, Mary Jo was at the Pastime Tavern in Redmond, in the company of two men. On this particular Monday night, the trio attracted the ire of the establishment’s resident blackjack dealer, Harry Wall. Wall claimed that Mary Jo and her companions owed him money. After reading the report, which contained details of Harry’s threats, it…

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Talking Markets with Franklin Templeton Investments

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Work, Life and Investing: How the Pandemic is Shaping the Future 23:02

9M ago23:02

23:02

As economies reopen from COVID-19 lockdowns, there have been fundamental shifts to daily life and work, as well as the investment landscape. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Scott Glasser, Chief Investment Officer from ClearBridge Investments, and Dave Gilbert, Chief Investment Officer from Clarion Partners, d…

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Talking Markets with Franklin Templeton Investments

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US Election Heightens Pandemic Uncertainty 17:06

9M ago17:06

17:06

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their views on the upcoming US election, as well as the continued impact of the COVID-19 pandemic on investment and economic activity. They also share their views on whether cities will ultimately survive amid the work-from-home movement that could remain a longer-…

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Talking Markets with Franklin Templeton Investments

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Investment Opportunities Resulting from Accelerated Disruption and Innovation 18:44

10M ago18:44

18:44

Matt Moberg, Portfolio Manager, Franklin Equity Group, discusses how the COVID-19 pandemic may be accelerating investments in innovation.

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Talking Markets with Franklin Templeton Investments

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Emerging Divergences in Economies & Financial Markets 24:39

11M ago24:39

24:39

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks at concerning factors in the US, reasons for optimism in Europe, and early success in Asia.

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Talking Markets with Franklin Templeton Investments

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Considering Mortgage-Backed Securities for Stability in a Fixed Income Portfolio 10:55

12M ago10:55

10:55

The COVID-19 pandemic has impacted all corners of the market, including mortgage-backed securities. Franklin Templeton Fixed Income's Paul Varunok takes a closer look at the space, and why he feels they can offer some stability in a fixed income portfolio.

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Talking Markets with Franklin Templeton Investments

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Risk Assets and Reshaping of the Economy 25:11

1y ago25:11

25:11

Franklin Templeton Multi-Asset Solutions's Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near-term.

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Talking Markets with Franklin Templeton Investments

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Investing in Innovation: The Impact of the Coronavirus Crisis 9:16

1y ago9:16

9:16

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. He shares his market outlook and explains why some companies are more valuable as a result of the crisis.

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Talking Markets with Franklin Templeton Investments

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What’s Next for Markets as Lockdowns Lift: A Multi-Asset View 22:06

1y ago22:06

22:06

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks ahead for the second half of the year –implications of the US economy opening up, the ongoing impact of the massive monetary and fiscal response, and the risk for a wave of downgrades and defaults.

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Talking Markets with Franklin Templeton Investments

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Equity Markets vs. Main Street: Views on the Divergence and Considerations for Different Sectors 22:59

1y ago22:59

22:59

Why is there such a divergence from main street to equity markets, and, are markets ahead of themselves? Stephen Dover, Head of Equities with Franklin Templeton speaks with Katie Klingensmith.

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Talking Markets with Franklin Templeton Investments

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A Different World: Expect Significant Changes Following The Coronavirus Crisis 23:09

1y ago23:09

23:09

Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, discusses the near and longer-term economic impacts, as well as the opportunities that could result during the recovery process.

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Talking Markets with Franklin Templeton Investments

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How COVID-19 is Testing the Resiliency of Emerging Markets 24:17

1y ago24:17

24:17

Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity, discusses the emerging markets landscape across North Asia, India and Latin America, and the path forward.

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Talking Markets with Franklin Templeton Investments

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Rescuing Markets and The Economy: Impacts of Massive Monetary and Fiscal Stimulus 18:36

1y ago18:36

18:36

Is history repeating itself or is this something completely different? Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, explains how the current global economic and market environments differ from the Great Depression and Global Financial Crisis.

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Talking Markets with Franklin Templeton Investments

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Impact of CARES Act on the US Retirement System 24:38

1y ago24:38

24:38

Listen to how the CARES Act could impact US retirement savings in this conversation with Michael Hadley of Davis & Harman LLP and Drew Carrington, Head of Institutional Defined Contribution, Franklin Templeton.

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Talking Markets with Franklin Templeton Investments

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Market Movements: Outlook and Valuations for US Equities 21:24

1y ago21:24

21:24

Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis provide an in-depth look at US equities following the latest market movements, and outlooks for the tech and biotech sectors in particular.

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Talking Markets with Franklin Templeton Investments

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Gauging The Fallout and Reasons for Optimism 23:47

1y ago23:47

23:47

As uncertainty continues to grip markets, Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, gauges the fallout, and finds reasons to be optimistic.

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Talking Markets with Franklin Templeton Investments

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Perspective on China and Emerging Markets: Recovery Begins 17:37

1y ago17:37

17:37

Hear how the recovery from the coronavirus shock is underway in China, economic impacts in the region, and possible opportunities resulting in select emerging markets from Manraj Sekhon, Chief Investment Officer, Franklin Templeton Emerging Markets Equity.

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Talking Markets with Franklin Templeton Investments

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Preparing for a Recession: What’s Different from the Global Financial Crisis 24:48

1y ago24:48

24:48

Uncertainty is gripping global markets as a result of the COVID-19 virus. Stephen Dover, Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions discuss how a recession has likely already begun and what's different from the Global Financial Crisis

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Talking Markets with Franklin Templeton Investments

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Navigating Uncharted Territory and Market Volatility 16:37

1+ y ago16:37

16:37

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, and Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, discuss possible near-term and long-term impacts of the coronavirus outbreak and other market shocks.

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Talking Markets with Franklin Templeton Investments

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Looking Ahead: Market Volatility and Preparing for Possible Outcomes 23:41

1+ y ago23:41

23:41

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions and Wylie Tollette, Head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions discuss the heightened volatility following the spread of the coronavirus.

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Talking Markets with Franklin Templeton Investments

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Coping with Coronavirus-Induced Market Volatility 12:49

1+ y ago12:49

12:49

Gene Podkaminer, Head of Multi-Asset Research Strategies with Franklin Templeton Multi-Asset Solutions, discusses the heightened volatility following the spread of the coronavirus.

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Talking Markets with Franklin Templeton Investments

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Experiences, Expectations, and Efficiency: Helping Financial Advisors in the 2020s 21:09

1+ y ago21:09

21:09

Mike O’Brien, Programs Marketing Director, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to discuss the changing value of Financial Advisors over the next decade and how technology has helped the further adoption of model portfolios due to the rising demand of individualized service.…

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