Market Volatility

After a cordial and apparently agreeable meeting, the Trump-Xi summit in Busan, South Korea, concluded without a formal announcement. However, Franklin Templeton Institute believes some emerging details suggest tangible progress.

Franklin Templeton Institute’s Tony Davidow outlines why he believes private markets are uniquely suited for today’s market environment and can add value to traditional portfolios.

The global economy appears to be undergoing a period of “global rewiring” on a number of fronts Read what Templeton Global Macro professionals see ahead in their Quarterly Economic Outlook.

Highlights on the credit environment and the shifts taking place from a conversation with our investment professionals from Franklin Templeton Fixed Income, Western Asset, Putnam, Brandywine and Benefit Street Partners.

The US equity market is in its fourth year of a bull run, having surged significantly since 2022. Despite concerns about valuations, Marcus Weyerer of Franklin Templeton ETFs suggests that the current AI-driven market may still have room to run, in contrast to what happened during the dot-com bubble.

On this month’s Talking Markets podcast, Jeff Schulze of ClearBridge Investments discusses the potential for Fed interest-rate cuts and why he's leaning a bit hawkish. He also compares today's market dynamics to the late 1990s tech boom and shares his thoughts on the Magnificent Seven and global equity performance.