All Articles tagged with 'Sonal Desai'

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The Warsh Fed is a welcome return to orthodoxy says Franklin Templeton’s Fixed Income CIO

From Franklin Templeton Investments

First impressions count, and Kevin Warsh came out as a hawk in his first press conference as the new Federal (Fed) Reserve chair, notes Sonal Desai, chief investment officer, Franklin

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22 Jun 2026

Of bots and men and investing in the age of AI, Franklin Templeton Fixed Income CIO shares investment outlook

From Franklin Templeton Australia

Franklin Templeton Fixed Income CIO Sonal Desai believes that as AI evolves at a faster pace, it will be a fluid situation, but identifying the industries and companies likely to

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02 Mar 2026

Optimism at the edges: the future of monetary policy across the globe

From Franklin Templeton Investments

Franklin Templeton Fixed Income economists weigh in on the future of monetary policy across the globe The findings are listed below covering the US, Europe, Japan economic outlook and outlook

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29 Sep 2025

The fog of trade war and why Franklin Templeton is calling for at most one rate cut this year, with some probability of none

From Franklin Templeton Australia

Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income believes markets have been excessively worried about stagflation risk and are now too confident that the Fed would rush to support growth

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24 Mar 2025

Markets getting wobbly?

From Franklin Templeton Australia

Franklin Templeton processes the signals The new US administration has started off with a whirlwind of actions, plans and ideas, which in turn have generated a frenzy of reactions both

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06 Mar 2025

Two driving forces will continue to push higher long-term real interest rate

From Franklin Templeton Investments

According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates. “While

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30 May 2024

Fed’s sticky wicket as investors brace for more volatility

From Franklin Templeton Investments

Franklin Templeton’s Fixed Income Chief Investment Officer Sonal Desai says January inflation print confirms that the “last mile” of disinflation may prove to be a lot harder than markets expect,

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20 Feb 2024

New investment opportunities arise in the changing inflation and growth climate: Franklin Templeton

From Franklin Templeton Investments

Franklin Templeton, a global investment manager, says that although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are

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22 Aug 2023

Inflation and interest rates- have we reached the pivot point?

From Franklin Templeton Investments

The inflation debate has intensified in recent months. In the latest edition of Franklin Templeton Investment Institute Macro Perspectives, Franklin Templeton’s investment specialists discuss what’s fueling inflation and how policymakers are

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11 Feb 2022

The rise of regionalisation offers risks and rewards

From Franklin Templeton Investments

Investors looking for opportunities in global markets need to pay attention to the post-COVID shift from globalisation to regionalisation, as countries take steps to secure their supply chains and protect

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20 Oct 2021

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]