Shows
Talking Markets with Franklin TempletonThe Opportunity in Municipal Bonds in 2026 We sit down with guests Rick Polsinello from the Franklin Templeton Institute and Ben Barber of Franklin Templeton Fixed Income to discuss the US economy and the municipal bond market in 2026. They cover why they view the economy as resilient, some key investment themes for the year, and the growing opportunity within municipal bonds.
2026-02-2529 min
alpha un# podcastHow Franklin Templeton Moved $900M On-Chain: Sandy Kaul on DeFi IntegrationSandy Kaul reveals how Franklin Templeton built the world's first SEC-approved digital-native money market fund, moved $900M across 10 blockchains, and why she believes the totality of your assets will live in wallets within the decade.In 2018, Sandy Kaul published a paper at Citibank claiming tokenization would replace equities and bonds. Wall Street laughed. Fast forward to 2026, she's the Head of Digital Assets at Franklin Templeton, running BENJI, a $900M tokenized money market fund operating 24/7 across 10+ public blockchains since April 2021. In this episode, Sandy shares the complete institutional playbook for real-world asset tokenization, from convincing the SEC with 50,000+ pilot transactions...
2026-02-2551 min
The Paul Barron Crypto ShowBanks Losing Fight Against Yields!?🚨Franklin Templeton INTERVIEW🔥Sandy KaulHigh-stakes negotiations between U.S. banking giants and crypto executives at the White House hit a wall yesterday, ending in an impasse over stablecoin yields. Meanwhile Uniswap’s governance token jumped on Wednesday after the decentralized exchange’s creator announced an integration with BUIDL, BlackRock’s tokenized money market fund. This happening as Franklin Templeton gears up for another major push into DeFi.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Sandy Kaul - EVP at Franklin Templeton & Head of Franklin Innovation Down...
2026-02-1121 min
Alternative Allocations with Tony DavidowUnlocking Value in Middle Market Private Equity with Guest Matt Katz, Fiduciary Trust InternationalIn this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling opportunities in today's environment. Matt shares his journey into private markets, explains why the middle market presents a structural advantage with less competition and more operational value-add potential, and provides practical guidance on evaluating private equity funds through the lens of people, process, performance, and references. The conversation also covers the current exit environment, the growing role of secondaries in portfolio construction, the importance of due diligence in evaluating funds, and actionable advice for...
2026-02-0321 min
Talking Markets with Franklin TempletonGlobal Investment Management Survey: Outlook on equities and more We sit down with Chris Galipeau of Franklin Templeton Institute and Putnam's Kate Lakin to explore key insights from our Global Investment Management Survey and what they signal for the 2026 market landscape. Together, Chris and Kate break down expectations around economic growth, market broadening, and the strong business fundamentals shaping potential opportunities for investors.
2026-01-2926 min
Alternative Allocations with Tony DavidowAlternative Manager Research: Building a Robust Platform with Guest Paul Jodice, Morgan StanleyIn this insightful episode of Alternative Allocations, Tony talks with Paul Jodice of Morgan Stanley about the evolving landscape of alternative investments. Advisors are seeking incremental alpha, differentiated yields, and enhanced diversification in their portfolios, and Paul shares his expertise on how they're turning to alternative investments to meet these needs. The conversation delves into portfolio construction, market outlook, and the drivers of advisor adoption. As someone working closely with advisors, Paul offers valuable insights into the strategies and challenges of integrating alternative investments into portfolios. Paul Jodice is Co-Head of the Global Investment Manager Analysis (GIMA...
2026-01-2028 min
Alternative Allocations with Tony DavidowSpecial Feature: 2026 Private Market OutlookIn this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real estate, private equity secondaries, and private credit. Discover the macro themes shaping these dynamic sectors, from new cycles in real estate to the growing need for liquidity in private equity. Tune in to equip yourself with the knowledge to identify opportunities in the evolving private markets landscape. *********** Anant Kumar is a managing director and head of research with Benefit Street Partners, based in our West Palm Beach office. Prior to joining BSP in 2015...
2026-01-0631 min
Finanzas desde ceroTrailer temporal - Aviso legal (Franklin Templeton México)Este aviso legal es una versión temporal elaborada por Franklin Templeton México, cuya locución fue realizada con apoyo de inteligencia artificial.Franklin Templeton es una marca registrada con todos los derechos reservados.
2025-12-2402 min
The XRP Podcast with Paul BarronFranklin Templeton - Could $2.3 Trillion in Liquidity Flow Into $XRPIn this groundbreaking episode, Paul Barron sits down with Sandy Kaul from Franklin Templeton to explore a seismic shift in American finance that could redefine retirement as we know it. As Social Security faces depletion by 2035 and the bottom 50% of Americans remain locked out of asset ownership, Kaul presents a bold alternative: a wallet-based financial revolution powered by XRP and blockchain technology. Franklin Templeton's launch of the XRPZ ETF with industry-leading fees signals institutional validation on par with Bitcoin and Ethereum, but with a critical advantage—Ripple's RLUSD and strategic partnership position XRP as the liquidity layer that traditional finance de...
2025-12-0430 min
Alt Goes Mainstream🎥 Franklin Templeton's George Stephan - bringing public and private togetherWelcome back to the Alt Goes Mainstream podcast.Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table.We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton.George joined Franklin to continue the buildout of the firm’s Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Street Partners, and Clarion Partners. George came from KKR, where he was Head of Strategy and Bu...
2025-12-0253 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsFranklin Templeton's George Stephan - bringing public and private togetherWelcome back to the Alt Goes Mainstream podcast.Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table.We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton.George joined Franklin to continue the buildout of the firm’s Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Street Partners, and Clarion Partners. George came from KKR, where he was Head of Strategy and Bu...
2025-12-0251 min
Alternative Allocations with Tony DavidowTwo Years In: Counting Down Our Top 10 Episodes with Julia GiordanoIn this special episode, Tony and the show's producer, Julia, take a trip down memory lane, counting down their top 10 episodes from the first two years of the Alternative Allocations podcast. They share insights into the most impactful discussions, from the evolution of the industry and product development to the importance of manager selection and advisor education. Tony and Julia reflect on the podcast's growth, including consistently ranking in the top 25% of all podcasts! Tune in for a look back at the highlights of their journey and the valuable conversations that have resonated with their audience. As...
2025-12-0227 min
Alternative Allocations with Tony DavidowPrivate Equity: Opportunities in Growth Equity with Guest Bobby Stevenson, Franklin Venture PartnersIn this episode of Alternative Allocations, Tony sits down with Bobby to discuss the current landscape of private equity and growth equity investing. Bobby shares his insights on the market's shift post-2021, the emergence of new opportunities in areas such as AI, FinTech, and sustainable energy, and the importance of investing at a discount to public market valuations. The conversation also touches on the expected increase in exits through IPOs and M&A activity, driven by a more favorable business environment. Robert "Bobby" Stevenson is a Co-Head of Private Investing for Franklin Equity Group and Managing Director...
2025-11-0428 min
How I Invest with David WeisburdE226: How Franklin Templeton Built a $1.6 Trillion Business Through PartnershipsWhy are Institutional Investors betting big on Private Markets?
Franklin Templeton oversees more than $1.6 trillion in assets, with over $260 billion dedicated to private markets. But what’s driving this massive shift — and how are the world’s largest allocators navigating liquidity, valuations, and the next era of private credit?
In this episode, I speak with John Ivanac, Head of U.S. Institutional Alternatives at Franklin Templeton, to uncover how the firm is positioning itself for the next decade of alternative investments. We explore the evolution of private markets post-GFC, the consolidation wave among asset owners, and why liquidity, governance, and strate...
2025-10-1551 min
Talking Markets with Franklin TempletonColossal Tech: How AI capex is shaping the economy Franklin Equity Group's Matt Moberg joins us to discuss the economic impact of innovation and artificial intelligence. He provides insights on how historical context can inform investment strategy, reviews innovation beyond technology, and emphasizes the significance of AI-related capital expenditures as a transformative force in the global economy.
2025-10-0924 min
Alternative Allocations with Tony DavidowExpanding DC Plans: The Role of Private Markets with Guest Pat Arey, EmpowerIn this episode of Alternative Allocations, Tony and Pat discuss the evolving landscape of Defined Contribution (DC) plans and the integration of private markets. They explore the historical context of DC plans, the challenges and opportunities presented by private market investments, and the critical role advisors play in guiding participants through these complex investment strategies. The conversation highlights Empower's innovative approaches and the potential for private markets to enhance retirement outcomes for millions of Americans. Pat Arey is a Custom Solutions Sales Director for Empower. In his role, he is responsible for communications, distribution, and sales related...
2025-10-0726 min
RULEMATCH Spot OnPioneering Tokenized Funds - Roger Bayston (Franklin Templeton)With nearly half a billion in assets, Franklin Templeton's pioneering tokenized money market fund - popularly known as BENJI - is clearly a success. But…how did it come about?What does the $1.6 trillion asset manager think tokenized assets will do for capital markets? And what still needs to happen for blockchain rails to go “big time” in the global world of finance?Franklin Templeton’s Head of Digital Assets Roger Bayston sat down with Ian Simpson to discuss all this and more on RULEMATCH Spot On.1:46 - Intro2:46...
2025-10-0651 min
Alternative Allocations with Tony DavidowNavigating the Growth of Alternatives in Wealth Management with Guest Loren Fox, FUSE Research NetworkIn this episode of Alternative Allocations, Loren and Tony discuss the growing trend of advisors adopting alternative investments in wealth management. They talk about the primary drivers for this adoption, including diversification, risk mitigation, and the potential for higher returns. They note, however, that the process is fraught with challenges, such as the complexity and time required to understand these products, and limited access through many firms. To help advisors overcome these hurdles, asset managers are investing in education, digital content, and the development of model portfolios and blended public-private products. Loren Fox is the Director of...
2025-09-0228 min
Talking Markets with Franklin TempletonMarkets, myths and milestones—30 years in muni bonds Ben Barber of Franklin Templeton Fixed Income shares his views on the significant changes within the municipal bond market over the last 30 years. He also covers some misconceptions about the muni environment, new investment vehicles, and potential areas of opportunity for investors.
2025-08-2028 min
Deep Dive Central AsiaUzbekistan's Privatization Drive: Franklin Templeton Leads the WayIn this episode of Deep Dive Central Asia, we explore Uzbekistan's groundbreaking $1.68 billion National Investment Fund (UzNIF) and its strategic partnership with Franklin Templeton Asset Management.Key Discussion Points:- Why Uzbekistan chose Franklin Templeton over independent fund management- Analysis of the 18 state-owned enterprises in UzNIF's portfolio - Franklin Templeton's three-pillar transformation strategy- Corporate governance reforms and IFRS reporting transitions- Planned dual listing on Tashkent Stock Exchange and international markets by 2026Featured Insights:We examine Franklin Templeton's proven track record with Romania's...
2025-08-1715 min
CRYPTO 101Ep. 669 Crypto Meets Traditional Finance: A Deep Dive with Franklin TempletonIn this episode, Mike Reed of Franklin Templeton discusses how the $1.5 trillion asset manager is embracing digital assets through authentic on-chain innovation, including tokenized money market funds like "Benji." Franklin Templeton has launched ETFs for Bitcoin and Ethereum and a multi-token product called Easy Peasy, with plans to expand as regulators approve more assets. The conversation explores how their money fund infrastructure benefits from blockchain features like instant transferability and intraday yield, especially appealing in institutional settings. Reed emphasizes their organic approach, collaborative regulatory stance, and vision of a future where wallets become the unified account for all financial...
2025-08-0552 min
Alternative Allocations with Tony DavidowThe Role of Alts in Modern Portfolios with Guest Bill Duffy, Fidelity InvestmentsBill and Tony discuss the growth and evolution of alternative investments, address liquidity concerns, and emphasize the importance of education in the latest episode of Alternative Allocations. Bill highlights the industry's efforts to make alts more accessible through new product structures and the potential for including private markets in model portfolios and defined contribution plans. Bill Duffy is a Vice President of Alternative Investments for Fidelity Investments. He is responsible for Fidelity's alternative investment platform solutions which enable Fidelity clients access to alternative investment strategies. Bill focuses on developing Fidelity's alternative investment platform strategy, as well as...
2025-08-0523 min
Talking Markets with Franklin TempletonAre investors underestimating AI? Jonathan Curtis, portfolio manager and Chief Investment Officer of Franklin Equity Group, joins us to discuss the next potential breakthroughs in artificial intelligence (AI), areas that are likely to see growth in the space, and why he believes that AI efficiency gains are not accurately captured in market valuations at this time.
2025-07-1031 min
Alternative Allocations with Tony DavidowExamining the 60/40 Portfolio with Guest Brian Ullsperger, AndersenIn this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit, real assets, and managed futures. They highlight the importance of these alternatives in diversifying portfolios, smoothing out market volatility, and generating higher returns, especially in more challenging investment environments. Brian also stresses the value of clear communication with clients to ensure they understand the purpose and benefits of these complex sstrategies, emphasizing the need to move beyond traditional 60/40 portfolios by incorporating alternative trategies. Brian Ullsperger is a Managing Director at Andersen, advising approximately $2B in assets...
2025-07-0125 min
Alternative Allocations with Tony DavidowSpecial Feature: Live from the NYSE with Guest Jeb Belford, Clarion PartnersIn this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private real estate, focusing on a positive overall outlook as declining valuations made asset values more attractive. They highlighted favorable sectors such as industrial, multifamily, and life sciences, while the office sector faced challenges. Jeb explains how the industrial sector showed resilience due to shifting trade patterns and long-term fundamentals, including e-commerce growth, the persistent housing shortage, and the trend of near-shoring and on-shoring. Jeb Belford, Managing Director, is the Chief Investment O...
2025-06-1727 min
The Defiant - DeFi PodcastEvery Company Will Be a Crypto Company: Expert Insights with Sandy Kaul from Franklin TempletonWhat happens when traditional finance and decentralized finance collide? Join us in this insightful interview with Sandy Kaul, Head of Innovation at Franklin Templeton, as we explore the firm’s groundbreaking crypto experiments, DeFi-enabled opportunities, and the future of tokenized money market funds. Key Topics Covered Franklin Templeton’s onchain money market fund How evolving crypto infrastructure is reshaping TradFi New TradFi products enabled by crypto Tokenization vs. stablecoins Supply chain and enterprise resource management powered by DeFi Regulation, obstacles, and the merging of TradFi and DeFi
2025-06-1356 min
Alternative Allocations with Tony DavidowAlternatives as a Differentiator: How Advisors Are Meeting the Demands of High-Net-Worth Clients with Guest Christine Gaze, CFP®, CIMA®, Investments & Wealth Institute and Purpose Consulting GroupIn this Alternative Allocations podcast episode, Christine and Tony discuss the evolving landscape of high-net-worth client demands, particularly their growing interest in alternative investments. Christine emphasizes the importance of advisors developing a strategic approach to alternatives, including the need for client education and the role of IWI in providing training and resources. The episode also highlights the challenges and benefits of incorporating alternatives into investment strategies and the rise of specialized teams in wealth management. Christine Gaze, CFP®, CIMA,® is the Founder and Managing Partner of Purpose Consulting Group, where she leads the development of innovative practice ma...
2025-06-0321 min
Talking Markets with Franklin TempletonGlobal Investment Management Survey: Outlook on recession and moreChris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, shares some key takeaways from the Global Investment Management Survey and provides thoughts on the US equity market, consumer spending, and the potential for recession.
2025-05-2230 min
Alternative Allocations with Tony DavidowOne on One with Guest Tony Davidow, CIMA®In Episode 23 of the Alternative Allocations podcast, the tables are turned, and Tony is interviewed by the producer of the show, Julia Giordano. The episode focuses on Tony's new book, "Private Markets, Building Better Portfolios with Private Equity, Private Credit and Private Real Estate," which discusses the evolution of the wealth management industry and the growing importance of private markets. Tony shares insights from his career, why he wrote this book, and what else makes him tick. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes o...
2025-05-0622 min
Alternative Allocations with Tony DavidowThe Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA AssociationIn this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset allocation to a more goal-aligned investment strategy. They explore key aspects of TPA, including governance, culture, a factor-based lens, and competition for capital. The episode highlights both the challenges and opportunities for advisors in adopting TPA, such as the need for a cultural shift and technical expertise, but also the potential for improved client outcomes and more flexible portfolio construction. Practical steps for implementing TPA, such as making incremental changes and reorganizing the investment team, are also discussed.
2025-04-0129 min
Alternative Allocations with Tony DavidowEnhancing Retirement Options with Alternatives with Guest Jonathan Epstein, AIF®, DCALTAIn Episode 21 of the Alternative Allocations podcast, Jonathan shares DCALTA's mission to enhance diversification and fairness in defined contribution plans through the promotion of alternative investments. He highlights the organization's focus on educating stakeholders and developing industry principles to facilitate the integration of these investments. Tony and Jonathan discuss the importance of liquidity and accurate valuation of illiquid assets to empower participants with better investment choices. DCALTA is led by Jonathan Epstein, who has served in the defined contribution community for almost 30 years. He is the founder and president of the Defined Contribution Alternatives Association (DCALTA) where h...
2025-03-0429 min
Alternative Allocations with Tony DavidowOutlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment InstituteIn Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is...
2025-02-0425 min
Talking Markets with Franklin TempletonGlobal Investment Management Survey: Outlook on equities and moreChris Galipeau, Senior Market Strategist from the Franklin Templeton Institute, gives us some key takeaways from the Global Investment Management Survey and his thoughts on US equities.
2025-01-3023 min
WealthTech on DeckCreating Impactful Narratives: Franklin Templeton's Storytelling Strategy with Jennifer BallAt its root, marketing is about storytelling. As markets shift and client needs evolve, Franklin Templeton creates narratives that remain relevant and align with the firm's core mission. Listening to the market, using technology like AI, and collaborating across teams allows the company to maintain its relevance while staying true to its core values.In this episode, Jack Sharry talks with Jennifer Ball, Chief Marketing Officer at Franklin Templeton. Jennifer is responsible for developing and implementing a global B2B marketing strategy, driving change, and defining positioning and messaging. She is also accountable for client experience across...
2025-01-2128 min
Alternative Allocations with Tony DavidowSpecial feature: Private markets outlookThis special episode of Alternative Allocations features host Tony Davidow and guests Richard Byrne of Benefit Street Partners, Taylor Robinson of Lexington Partners, and Rick Schaupp of Clarion Partners considering the forthcoming landscape of private markets. The conversation hones in on the role of secondaries in private equity, present and future trends in real estate, and the opportunities in real estate debt. It explores the necessity for liquidity in private markets, the portfolio-strengthening attributes of private real estate, and the potential of real estate credit within the multifamily housing sector. The episode further dissects macroeconomic shifts, such as demographic...
2025-01-1522 min
Alternative Allocations with Tony DavidowThe rise of secondary markets in private equity with Guest Taylor Robinson, Lexington PartnersIn Episode 18 of the Alternative Allocations Podcast, Taylor and Tony discuss the importance and growth of the secondary market in private equity. They talk about slowing exits (M&A and IPO's) and the role of secondaries in providing liquidity to institutions. Taylor highlights the potential benefits of secondary investments, such as diversification and predictable returns, and talks about the evolving market dynamics, including GP-led deals. He also stresses the significance of size and scale in executing transactions and the strategy of acquiring quality assets at reasonable prices to help achieve desired returns. Taylor Robinson is a Partner...
2025-01-0727 min
Alternative Allocations with Tony DavidowA CIO's Perspective on Allocating to Alts with Guest Scott Welch, CertuityScott Welch of Certuity joins Tony in episode 17 of the Alternative Allocations podcast to provide his perspective on allocating to alternative investments. They discuss the growth of evergreen products, the importance of due diligence when selecting a private fund manager, and the evolution of the alternative investment industry. Scott also provides insight into how he thinks about portfolio construction and where private funds and alternatives fit into an overall portfolio. Scott Welch, CIMA®, Chief Investment Officer & Partner, Certuity. As the head of Certuity's investment strategy team and member of the firm's risk management team, he is actively in...
2024-12-0324 min
The Tom Dupree ShowFranklin Templeton’s Exodus and the Case for Simplified Investment Management HOUR 2 11-16-24Franklin Templeton’s Exodus and the Case for Simplified Investment Management
In a significant development that’s sending ripples through the investment management industry, Franklin Templeton faces a staggering $55 billion customer exodus following allegations of improper client account management at its Western Asset Management division. This situation highlights crucial lessons for investors about fund management, oversight, and the importance of understanding investment vehicle structures.
The Franklin Templeton Situation: What Happened?
The trouble centers around Western Asset Management, which Franklin Templeton acquired through its purchase of Legg Mason in 2020. The SEC is investigating allegations that the chief investment offi...
2024-11-1544 min
The Tom Dupree ShowFranklin Templeton’s Exodus and the Case for Simplified Investment Management HOUR 2 11-16-24Franklin Templeton’s Exodus and the Case for Simplified Investment Management
In a significant development that’s sending ripples through the investment management industry, Franklin Templeton faces a staggering $55 billion customer exodus following allegations of improper client account management at its Western Asset Management division. This situation highlights crucial lessons for investors about fund management, oversight, and the importance of understanding investment vehicle structures.
The Franklin Templeton Situation: What Happened?
The trouble centers around Western Asset Management, which Franklin Templeton acquired through its purchase of Legg Mason in 2020. The SEC is investigating allegations that...
2024-11-1544 min
Alternative Allocations with Tony DavidowLessons Learned from Family Offices with Guest Kate Huntington, Fiduciary Trust InternationalIn episode 16 of the Alternative Allocations podcast, Kate Huntington joins Tony to discuss her years of experience partnering with family offices, endowments and foundations and how she approaches incorporating alternative investments into her clients' portfolios. They delve into the importance of due diligence and understanding the role of each asset class when working with clients to determine the best strategy for each situation. Whether it's an individual investor or large family office, often the investment thesis is the same – it's about enhanced returns, diversification, and having a long-term mindset. Kate Huntington, Managing Director, Head of Advisory Solutions Gr...
2024-11-0530 min
Wicked Pissah Podcast#222 - Nicole Wallace and Christopher Jensen – Franklin Templeton InvestmentsNicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealth Director covering the New England States for Franklin Templeton Investments. Christopher Jensen is the Director of Digital Asset Research for Franklin Templeton. With over 15 years of technology investing experience spanning venture capital, private equity, and private credit, Christopher's focus is on developing and leading the fundamental research efforts for Franklin's Listed Token strategies. Prior to joining Franklin Templeton in 2015, Christopher was
2024-10-2238 min
Alternative Allocations with Tony DavidowThe Evolution of Alts: From Institutions to Main Street with Guest Nick Veronis, iCapital NetworkNick Veronis joins Tony in episode 15 of the Alternative Allocations podcast series to discuss the evolution of alternative investments solely being available to institutions to now becoming more accessible to the wealth channel. They delve into the changes in product structures, the introduction of technology to simplify operations, and the emergence of educational opportunities to help advisors understand the role alts play in client portfolios. Nick is Co-Founder and one of the Managing Partners of iCapital, where he is Head of Portfolio Management. He is also a member of the company's Operating Committee. Nick spent 11 years at...
2024-10-0123 min
Alternative Allocations with Tony DavidowOpportunities in Commercial Real Estate Debt with Guest Richard Byrne, Benefits Street PartnersIn episode 14 of the Alternative Allocations podcast series, Richard shares reasons why the current disruptive market environment offers a great opportunity for commercial real estate debt, such as better risk adjusted return potential, low to negative correlation to traditional investments, and higher income. Understanding the opportunity, Tony and Richard review the many roles that commercial real estate debt can play in client portfolios. Richard Byrne is President of Benefit Street Partners, a Franklin Templeton Company, and serves as Chairman and Chief Executive Officer of Franklin BSP Realty Trust, Inc. (NYSE: FBRT), Benefit Street Partners Multifamily Trust, and F...
2024-09-0322 min
Silicon Valley VC News DailyFranklin Templeton Expands Tech Footprint with Venture Capital FundFranklin Templeton, a global investment giant, has recently completed the closing of its latest fundraising round for its second enterprise technology growth equity fund, aimed at fostering advancements in various high-tech sectors. The fund, managed by Franklin Venture Partners, a Silicon Valley-based arm of Franklin Templeton, specifically targets industries such as industrial technology, enterprise software, space, and defense technologies.This move by Franklin Templeton underscores a growing trend among investment firms to capitalize on the burgeoning tech industry, which continues to show promise of robust growth and innovation. Franklin Venture Partners is positioning itself as a major player...
2024-08-1402 min
Alternative Allocations with Tony DavidowLessons Learned from Institutional Allocators of Capital with Guest Will Dillard, CFA, CAIA, MercerEpisode 13 of the Alternative Allocations podcast series includes Tony's discussion with Will Dillard from Mercer, along with Will hosting a panel with Tony at CAIS Live in Atlanta. Will's experience working with institutions allowed him to share valuable insights into how institutions allocate to capital, conduct due diligence, and consider the benefits of diversification across alternative investment strategies. Tony and Will discuss their respective market outlooks, along with things to consider when allocating to alternatives. Located in Mercer's Atlanta office, Will Dillard, Senior Principal, Investment Consultant, is focused on working with Private Wealth firms as well as i...
2024-08-0631 min
Alternative Allocations with Tony DavidowAdvisor Adoption of Alternative Investments with Guest Daniil Shapiro, Cerulli AssociatesIn episode 12 of the Alternative Allocations podcast series, Tony and Daniil discuss the greater focus on alternative investments by asset managers, the wealth management community, and individual investors. With the development of new structures and increasing access to these investment options, they consider the evolution of the industry and both foresee an ever-increasing adoption of alternative investments in the coming years. Daniil is a director of Cerulli's Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on alternative investments. Prior to joining Cerulli Associates...
2024-07-0224 min
Talking Markets with Franklin TempletonGlobal Investment Management Survey: Our collective forecastChris Galipeau, senior market strategist from the Franklin Templeton Institute joins us to share some key takeaways from the 2024 mid-year release of Franklin Templeton's Global Investment Management Survey.
2024-06-2513 min
Decent Crypto PodcastGuest | Franklin Templeton Digital AssetsIn this special episode of the Decent Crypto Podcast, Karan and Matt welcome David Alderman and Christopher Jensen from the research desk at Franklin Templeton Digital Assets.
They dive into the current landscape of digital assets, discussing trends in the Solana ecosystem, the potential of Bitcoin ordinals and runes, and the broader implications of digital asset adoption. This episode is packed with insights on the future of digital assets and how traditional finance intersects with the rapidly evolving crypto space.
Chapters:
(00:00) Welcome to the Decent Crypto Podcast
(00:34) Introduction of guests: David...
2024-06-241h 35
FundamentalsFranklin Templeton's Approach to Digital Assets | Interview with Christopher JensenIn this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton.
We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional interest, and the creation of a comprehensive product suite to cater to varying levels of demand and knowledge. Christopher highlights the importance of onchain data, the use of blockchain technology for operational efficiencies, and the ongoing exploration of new crypto use cases like decentralized physical infrastructure networks (De...
2024-06-1057 min
Alternative Allocations with Tony DavidowOpportunities and Allocating to Alternatives with Guest Ben Webb, CFA®, BalentineIn episode 11 of the Alternative Allocations podcast series, Tony and Ben cover a great deal around allocating capital and the opportunities in private markets. Ben provides his perspective on handling conversations with clients and stresses the importance of providing transparency into the operational side of alternative investments, the features and benefits of these new structures, and the merits of the proposed underlying asset class. Ben Webb, CFA® Ben Webb, CFA®, is a Director on Balentine's Investment Strategy Team. In this role, he conducts research, data aggregation, portfolio analysis, and performance attribution. Prior to joining Balentine, he spent mo...
2024-06-0418 min
Alternative Allocations with Tony DavidowDemocratizing Alternative Investments with Guest Matt Brown, CAISIn episode 10 of the Alternative Allocations podcast series, Tony and Matt Brown of CAIS share their enthusiasm for alternative asset classes and strategies and discuss the evolution of the alternative investment landscape. With product innovation and further demand for access, the need for world class managers becomes ever more important to continue to provide opportunities to more and more advisors. Matt Brown is the Founder, CEO, and Chairman of CAIS. He has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman B...
2024-05-0720 min
Blockchain DXBBlockchain DXB: Crypto & Coffee at 8 ☕ 🚨 Dubai: 04th April 🚨 Franklin Templeton & Bitcoin Ordinals ❗ Ethereum ETF update 😱US govt transfers 30,174 #BTC 🔥KuCoin Market Share chopped in half04th April: Crypto & Coffee at 8❗ Franklin Templeton & Bitcoin Ordinals ❗ Ethereum ETF update 😱US govt transfer 30,174 (Silk Road to Coinbase) 🔥KuCoin Market Share Slashes in Half
🚀 The Rise of Bitcoin Ordinals❗ Franklin Templeton mentioned via Twitter (X) The Rise of Bitcoin Ordinalshttps://lnkd.in/dACU7Pcc Franklin Templeton Digital Assets notes a surge in Bitcoin NFTs, particularly Ordinals, reflecting positive momentum in digital asset innovation. The firm highlights the growth of Ordinal collections like NodeMonkes and Runestone, indicating increased dominance in trading volume compared to ETH. Franklin Templeton has shown progressive interest in digital assets, investing in i...
2024-04-0445 min
Alternative Allocations with Tony DavidowEvaluating Alternatives with Guest Patrick McGowan, Sanctuary WealthIn episode 9 of the Alternative Allocations podcast series, Tony sat down with Patrick McGowan of Sanctuary Wealth, to discuss the importance of educating advisors on alternative asset classes. Patrick shared his thoughts on structure versus strategy as well as the importance of conducting due diligence. Patrick McGowan is a Managing Director, Head of Manager Research and Alternative Investments at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a...
2024-04-0222 min
extraETF Podcast – Erfolgreiche Geldanlage mit ETFs#191 Indien: Die nächste globale Wirtschaftsmacht? | Franklin Templeton | extraETF TalkIndiens Potenzial als neue Weltwirtschaftsmacht
191 Indien: Die nächste globale Wirtschaftsmacht? | Franklin Templeton | extraETF Talk
In dieser Podcastfolge beleuchten wir die Verlagerung von Investitionen aus China in andere aufstrebende asiatische Volkswirtschaften, insbesondere Indien. Wir untersuchen die wirtschaftlichen, geopolitischen und demographischen Gründe hinter dieser Trendwende.
Martin Bechtloff von Franklin Templeton teilt seine einzigartigen Einblicke und Erfahrungen aus seiner Zeit in Asien und diskutiert Indiens Potenzial, eine neue globale Wirtschaftsmacht zu werden.
Erfahre, welche Rolle indische Aktien in einem diversifizierten Portfolio spielen sollten. Viel Spaß beim Zuhören!
+++ Tipp: Bist du bereit für...
2024-03-1336 min
Alternative Allocations with Tony DavidowChallenges and Opportunities in Real Estate with Guest Jeb Belford, Clarion PartnersCheck out episode 8 of the Alternative Allocations podcast series, Tony had the opportunity to sit down with Jeb Belford, CIO of Clarion Partners, to discuss the challenges and opportunities with commercial real estate. They discuss the headwinds, rising interest rates and a challenging office sector, and where Jeb sees opportunities in the coming years. Jeb Belford, Managing Director, is the Chief Investment Officer of Clarion Partners. He is an equity owner in the Firm, chairman of the Firm's Investment Committee, and a member of the Executive Board. From 2013-2021 Jeb was the lead Portfolio Manager of the F...
2024-03-0525 min
Bankless$1.5T Franklin Templeton's Massive Bet on Crypto with SVP Sandy Kaul✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-franklin-templeton Franklin Templeton Has Entered the Chat. More broadly TradFi has entered the chat. Franklin Templeton is a TradFi company with $1.5 trillion in assets. We brought on their SVP Sandy Kaul, who is a turbo crypto bull. What’s Franklin Templeton? It’s an investment management company (think mutual funds, ETFs) that manages over $1.5 Trillion in assets. This is what we in crypto affectionately refer to as TradFi and they recently came out with a BTC ETF and have big plans for future tokenization. They als...
2024-02-061h 16
Alternative Allocations with Tony DavidowEpisode 7: Evaluating and Allocating to Alternatives with Guest Jackie Klaber, Rockefeller Capital ManagementCheck out episode 7 of the Alternative Allocations podcast series, focusing on evaluating and allocating alternatives with my guest Jackie Klaber. Jackie and I discuss a range of topics including communicating to clients, the role and use of alternatives, product evolution, and allocating to alternatives in today's market environment. Jackie C. Klaber is a Managing Director and Head of Alternative Investments at Rockefeller Capital Management. She is a member of the firm's Management Committee and Chair of the Manager Approval Committee. Jackie is responsible for sourcing and structuring differentiated alternative investment opportunities for the firm's clients. J...
2024-02-0616 min
Alternative Allocations with Tony DavidowEpisode 6: Asset Allocation, Portfolio Construction & Due Diligence with Guests Peter Blue, Franklin Templeton Investment Solutions, and Brooks Ritchey, K2 AdvisorsWe recently hosted a group of global institutional clients from 23 different countries for an educational event in our San Mateo headquarters. This feature episode is a panel discussion that Tony moderated with Brooks Ritchey, chairman of K2 Advisors, and Peter Blue, head of Alternative Solutions at Franklin Templeton Investment Solutions. We hope you enjoy this special edition of our podcast series. ********* Brooks Ritchey joined K2 Advisors (a hedged strategies division of Franklin Templeton) in 2005 and is currently a Portfolio Manager and Chairman. He is also a voting member of the K2 Investment Committee. Prior responsibilities at K2...
2024-01-1633 min
Alternative Allocations with Tony DavidowOpportunities in secondaries with Taylor Robinson from Lexington PartnersIn Episode # 5 of the Alternative Allocations podcast series, focusing on the opportunities in secondaries with my guest Taylor Robinson, we discuss the diversity and opportunities in the secondaries market. We discuss how the extraordinary growth in private equity, coupled with slowing exits, has created opportunities for secondaries managers to acquire assets at attractive valuations. Taylor Robinson is a Partner of Lexington Partners, primarily focused on sourcing, negotiating, and executing secondary transactions. Taylor joined Lexington Partners in 2008 from JPMorgan, where he was in investment banking and leveraged finance. Aside from his investment focus and other Firm responsibilities, he is...
2024-01-0220 min
Alternative Allocations with Tony DavidowAsset Allocation & Portfolio Construction: Goals-Based Investing with Guest Aaron Filbeck, the CAIA Association In this episode of the Alternative Allocations podcast series, Aaron and I discuss asset allocation and portfolio construction, and the merits of goals-based investing. We also dive into the current market environment, the versatility of alternatives, the need for education, and total portfolio allocation. Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA's educational programs, numerous academic journals, books...
2023-12-0523 min
Alternative Allocations with Tony DavidowDemocratizing Alternative Investments with Guest Jenny Johnson, Franklin TempletonIn episode 3 of the Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton. Jenny and I chat about opportunities in the wealth management channel, the need for advisor education, and why she is committed to growing Franklin Templeton's alternatives business. In a career spanning 35 years, Jenny has been a key driver of the company's transformation to what is now one of the largest global investment managers with over U.S. $1.4 trillion in assets under management. During the course of her career, Je...
2023-11-0723 min
Alternative Allocations with Tony DavidowEpisode 2: Opportunities in Alternative Credit with Guest Rich Byrne, President, Benefit Street Partners Check out episode 2 of the Alternative Allocations podcast series, focusing on the opportunities in alternative credit strategies with my guest Rich Byrne. Rich and I explore the current market environment, and the opportunities in direct lending, distressed, and real estate debt. Rich Byrne is President of Benefit Street Partners, a wholly owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), and serves as Chairman and Chief Executive Officer of Franklin BSP Lending Corporation, Franklin BSP Capital Corporation, Franklin BSP Realty Trust, Inc. (NYSE: FBRT), and Benefit Street Partners Multifamily Trust. Prior to joining Benefit Street Partners, Ri...
2023-10-0319 min
Alternative Allocations with Tony DavidowEpisode 1: The State of the Alts Industry with Guest John Bowman, CAIA AssociationIn this inaugural episode of Alternative Allocations, host Tony Davidow interviews John Bowman from the CAIA Association (CAIA), discussing "The State of the Alts Industry." According to research conducted by CAIA, over the last twenty years, total investable assets allocated to alternative investments have increased 150% with alternatives now representing about 15% of the total investable universe. Davidow and Bowman discuss the "democratization" of alternatives and lessons learned from institutions. They discuss the growth of alternatives across the wealth management community, and the confluence of events that make this an ideal time to consider allocating to alternatives – the current market environment, pro...
2023-09-0528 min
The Security Token ShowFranklin Templeton Adds More Blockchains for Its Money Markets Fund - Security Token Show: Episode 200#moneymarketfunds #blockchain #franklintempleton
Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin talk about how Franklin Templeton plans blockchain money market funds on Avalanche, Aptos, Arbitrum!
Kyle’s Company of the Week: Credit Agricole: https://www.ledgerinsights.com/credit-agricole-italy-bond-tokenization/
Herwig’s Company of the Week: BME Digital Bond: https://www.iberclear.es/docs/docsSubidos/Paper-Digital-Bond-20july.pdf?xAdqLA
= Stay in touch via our Social Media =
Kyle: https://www.linkedin.com/in/kylesonlin/
Her...
2023-08-0724 min
Alternative Allocations with Tony DavidowAlternative Allocations with Tony Davidow (TRAILER)We're excited to introduce our new podcast series "Alternative Allocations" focused on helping advisors make better-informed decisions about the role and use of alternative investments. Join host, Tony Davidow, Senior Alternatives Strategist with the Franklin Templeton Institute, for this monthly podcast series designed specifically for sophisticated advisors who are seeking alternative investments to meet their clients' goals and objectives. To learn more, please visit alternativeallocationspodcast.com.
2023-07-2606 min
Talking Markets with Franklin TempletonUS Financial Services Policies Shift to Rules, Regulations, and Executive ActionsDrew Carrington, Head of Institutional DC at Franklin Templeton, discusses the implications of the 2022 US midterm elections for investors with Dean Sackett from Polaris Capital and Dan Murphy and Andy Lewin from the BGR Group.
2023-01-1721 min
Alt Goes MainstreamJenny Johnson, CEO of Franklin Templeton, on how to build and maintain a $1.5T global investment firm across multiple decadesToday on the Alt Goes Mainstream podcast, we have the third podcast in a special three part series with some of the titans in the alts world.We are partnering with CAIA, the leading global professional body in alternative investment credentialing programs, for a very special episode that dovetails with the release of their latest report on Renewed Professionalism and creating client centered outcomes for the Portfolio of the Future.We are lucky enough to have Jenny Johnson, the CEO of Franklin Templeton, one of the world’s largest asset managers with over $1.5T AUM sp...
2022-11-1649 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsJenny Johnson, CEO of Franklin Templeton, on how to build and maintain a $1.5T global investment firm across multiple decadesToday on the Alt Goes Mainstream podcast, we have the third podcast in a special three part series with some of the titans in the alts world.We are partnering with CAIA, the leading global professional body in alternative investment credentialing programs, for a very special episode that dovetails with the release of their latest report on Renewed Professionalism and creating client centered outcomes for the Portfolio of the Future.We are lucky enough to have Jenny Johnson, the CEO of Franklin Templeton, one of the world’s largest asset managers with over $1.5T AU...
2022-11-1649 min
Talking Markets with Franklin TempletonInvesting in Innovation: Impacts of Market Volatility and ShocksFranklin Equity Group's Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.
2022-08-2622 min
Talking Markets with Franklin TempletonIncreasing Yields: Strategy Shifts for Income InvestorsRapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this conversation with our Josh Greco.
2022-08-0418 min
Talking Markets with Franklin TempletonLooking Beneath the Surface of Monetary Policy TighteningThought leaders from Franklin Templeton and our Specialist Investment Managers discuss how the largest Fed hike in nearly three decades, along with the possibility of subsequent significant hikes, could impact US markets and the economy. Plus, which developed and emerging markets face the most challenging economic and investing environments. And, why history shows investors worried about inflation should consider small cap companies.
2022-06-2335 min
Talking Markets with Franklin TempletonMaking the Case for Municipal Bonds Despite Recent VolatilityWhile inflation and rising interest rates are putting pressure on the municipal bond market, the environment for investors seeking income and other benefits from munis may be setting up well for the second half of the year and beyond. Talking about it all is Ben Barber, Director of Municipal Bonds with Franklin Templeton Fixed Income, and Josh Greco of Franklin Templeton Investment Solutions.
2022-06-0722 min
Talking Markets with Franklin TempletonUncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down RiskWith uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities. Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Francis Scotland, Director of Global Macro Research for Brandywine Global, and Michael Hasenstab, Chief Investment officer of Templeton Global Macro.
2022-04-1229 min
Talking Markets with Franklin TempletonAre Central Banks Too Late to Tackle Inflation?Can the Fed play catch-up and reverse rising inflation in the United States? Or, could growth actually slow on its own, so less action is needed? Plus, an inversion in the US Treasury yield curve usually is a recession warning, but hear why that may not be the case, at least for this year. Sonal Desai, Chief Investment Officer of Franklin Templeton Fixed Income, and John Bellows, a Portfolio Manager at Western Asset, join the head of the Franklin Templeton Investment Institute, Stephen Dover, for this conversation.
2022-03-3127 min
Talking Markets with Franklin TempletonOil's Wild Ride: Have Prices Peaked?The wild ride up and back down for oil prices. Have oil prices peaked, along with gasoline? Or, will we see further rises in oil and prices at the pump? Plus, what's being done to ramp up oil production globally. And, how many different grades of oil around the world make the situation even more challenging. Stephen Dover, Head of the Franklin Templeton Investment Institute, talks about it all with Franklin Equity Group's Frederick Fromm.
2022-03-1617 min
Talking Markets with Franklin TempletonGlobal Economic and Market Impacts of Russia's Invasion of UkraineRussia's invasion of Ukraine has led to a humanitarian crisis and new geopolitical concerns, while also affecting global economies and capital markets around the world. Talking about it all with our Stephen Dover is Kim Catechis from the Franklin Templeton Investment Institute; Andreas Billmeier, European Economist with Western Asset, Scott Glasser, Chief investment Officer at ClearBridge Investments; and Michael Hasenstab, Chief Investment Officer of Templeton Global Macro.
2022-03-0329 min
The Business of Data PodcastDeep Srivastav: Creating AI-Driven Value Propositions at Franklin TempletonDeep Srivastav, SVP, Head of Digital Solutions at Franklin Templeton, shares how adopting a client-centric approach is helping the investment firm drive greater returns with AI
When companies think of transformation, many focus on the technical side, rather than on customer needs. But AI is not a magical wand that can be waved across the organization to create value.
In this week’s Business of Data podcast, Deep Srivastav, SVP, Head of Digital Solutions at international investment company Franklin Templeton, shares how centering AI projects around driving value for clients can yield far better results....
2022-02-2421 min
Talking Markets with Franklin TempletonFixed Income - What the Curve is SayingWith higher rates appearing inevitable, fixed income investors must weigh a range of maturities, sectors and credit quality along the yield curve, including low duration strategies less exposed to rate hikes. Plus, how inflation and policy decisions fit into the equation. And, where there could be opportunity at the shorter end of the yield curve. Our Stephen Dover joins Walter Kilcullen of Western Asset Management and Franklin Templeton Fixed Income's Reema Agarwal to talk about it all.
2022-02-2223 min
Talking Markets with Franklin TempletonInflation: A Passing Phase or Major ThreatSonal 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.
2022-01-2729 min
Talking Markets with Franklin TempletonA Tale of Two Real Estate Markets: US and ChinaTracy 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.
2022-01-0418 min
Talking Markets with Franklin TempletonPositioning for 2022: Tracking Inflation, Rates, Growth & ValuationsEd 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.
2021-12-1622 min
Talking Markets with Franklin TempletonGrowth or Value: Which Stocks Have the Upper Hand?With changing market conditions, does growth or value have the upper hand, and how does investing in innovation fit into the debate? Plus, we highlight what’s behind the resurgence in small cap stocks. Talking to our Stephen Dover about it all is Matt Moberg, a Portfolio Manager with Franklin Equity Group, Sam Peters, a Portfolio Manager with ClearBridge Investments and Steve Lipper, Senior Investment Strategist and President of Royce Fund Services.
2021-11-3028 min
Talking Markets with Franklin TempletonMacro Perspectives: Mounting Variables GloballyTempleton 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.
2021-11-0428 min
Talking Markets with Franklin TempletonDebating the Next Moves for Inflation, Growth and RatesSonal Desai, CIO, Franklin Templeton Fixed Income; John Bellows, PM, Western Asset; and Gene Podkaminer, Head of Research, Franklin Templeton Investment Solutions, join the head of the Franklin Templeton Investment Institute, Stephen Dover to debate the next moves for inflation, growth and rates, and the challenge of positioning portfolios for a variety of outcomes.
2021-10-2635 min
Talking Markets with Franklin TempletonPotential Longer-Term Effects of Current Economic & Investment ChallengesFranklin Templeton's Sonal Desai, Martin Currie's Alastair Reynolds, and ClearBridge's Pawel Wroblewski join our Kim Catechis to assess the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.
2021-10-1229 min
Talking Markets with Franklin TempletonUndiversified: The Big Gender Short in Investment ManagementKatrina Dudley, Portfolio Manager with Franklin Mutual Series and author of the book "Undiversified – The Big Gender Short in Investment Management," joins Franklin Templeton Chief Market Strategist Stephen Dover to talk about why so many investment teams are lacking gender diversity and what has to happen to close the gender gap in investment, finance and many other careers.
2021-09-3014 min
Talking Markets with Franklin TempletonRenewed Attention on European Equities Amidst RecoveryFranklin Mutual Series' Katrina Dudley and Manda Hormozi discuss why Europe may be primed for strong economic growth sooner rather than later, and the types of companies that are getting the attention of some investment managers right now.
2021-08-1712 min
Talking Markets with Franklin TempletonEconomic Recovery and the Inflation Debate in Emerging MarketsOur Stephen Dover speaks with Martin Currie's Alastair Reynolds and Franklin Templeton's Andrew Ness on why emerging markets are likely to remain resilient, despite near-term challenges resulting from the COVID-19 Delta variant. Plus, where the biggest growth opportunities may be in China despite the government's recent actions, and thoughts on the inflation debate within emerging markets.
2021-07-2929 min
Talking Markets with Franklin TempletonCryptocurrency, Blockchain, and Digital Assets: Love 'em, Hate 'em, but don't Ignore 'emFranklin Templeton Chief Market Strategist, Stephen Dover, and our Anthony Hardy and Christophe Vande Walle explore blockchain and digital assets through an equity investor lens. They discuss the growing implications of this sector and why investors & asset managers shouldn't ignore it any longer.
2021-07-0823 min
Talking Markets with Franklin TempletonInflation, Interest Rates and the Search for IncomeFranklin Templeton's Ed Perks, Western Asset's Mark Lindbloom, and Clarion Partners' Onay Payne join our Stephen Dover to discuss how despite the low-rate environment, they are looking for income opportunities within equities, fixed income and even real estate. Plus, how inflation concerns fit into income strategies.
2021-06-2231 min
Talking Markets with Franklin TempletonConsumer Clout Driving ESG EffortsOur 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 for investment strategies.
2021-06-1027 min
Talking Markets with Franklin TempletonFactoring Inflation and Valuations into Stock-Picking DecisionsOur 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 innovative companies and technology that is changing our lives, may not make great investments.
2021-05-2719 min
Talking Markets with Franklin TempletonExpectations for Economic Growth, Rates and InflationSonal 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 world. Plus, differing views on inflation being transitory or more sustained.
2021-05-0325 min
Talking Markets with Franklin TempletonAnatomy of a Recession: Expecting an Economic BoomJeff 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.
2021-04-2014 min