Investment analysis for yield and duration-focused investors
It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...
We favour sticking to medium-term convictions – and capitalising on short-term dislocations – as the energy shock continues to play out.
As volatility returns to credit markets and dispersion increases, a market neutral approach offers investors a way to stay invested while reducing reliance on market direction and capturing relativ...
Public and private credit markets are evolving fast, reshaping how investors think about risk, return and liquidity. In this episode of Fixing Your Interest, we explore what’s driving today’s credi...
Geopolitical turbulence has tested emerging market debt but the asset class has remained resilient. Yields are higher, currency has held and the fundamental investment case remains intact. This wee...
Corporate hybrid issuance is on track for a record year in both Europe and the US, driven by expanding supply well beyond the traditional utilities, energy, and telecoms issuers.
The Iran conflict is the headline—but deglobalization and innovation are the story. Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the two structural shifts that she beli...
As recent shifts and added complexity reshape global markets, we share three global fixed income ideas to help investors navigate today’s uncertain environment with discipline, flexibility, and a g...
Antonio Fons Palomares, Sr. Index Research Analyst
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