All Articles tagged with 'Stephen Dover'

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Markets on alert as Trump administration targets tax reform and deficit reduction

From Franklin Templeton Institute

As the Trump administration gets ready to focus on its dual agenda of pushing through new tax cut legislation while tackling the growing federal deficit, investors are gearing up to

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05 May 2025

U.S. bond market turmoil signals technical stress, not fundamental shift

From Franklin Templeton Institute

Following a sharp retreat in both U.S. and global equity markets, another pillar of the financial system has come under pressure: the U.S. bond market. In a matter of days,

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15 Apr 2025

Franklin Templeton reveals the data that will signal the future path of Fed interest rate cuts

From Franklin Templeton Investments

At the recent US Federal Reserve’s (Fed’s) 2024 Jackson Hole Economic Policy Symposium, Fed Chair Jerome Powell stated that the US labor market is no longer overheated. Powell also noted

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09 Sep 2024

Implications from market dislocations

From Franklin Templeton Institute

Markets have been volatile lately, marked by sharp declines in global equity indexes, bond yields and commodity prices. Stephen Dover, Chief Market Strategist, Head of Franklin Templeton Institute says “The

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13 Aug 2024

Franklin Templeton assesses medium-term outlook for growth, earnings, interest rates and valuations

From Franklin Templeton Investments

Stephen Dover, Head of Franklin Templeton Institute, believes that it makes sense to step back from current conditions and assess the medium-term outlook for growth, earnings, interest rates and valuations,

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22 Jul 2024

Now is the time to re-evaluate investment portfolio positioning

From Franklin Templeton Investments

The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and a surging US dollar. Equities have

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15 May 2024

Inaugural Franklin Templeton Institute Global Investment Management survey uncovers predictions on interest rates, inflation, equity market growth and more

From Franklin Templeton Australia

The inaugural Franklin Templeton Institute Global Investment Management Survey reports that the U.S. Federal Reserve will deliver four interest rate cuts this year, in line with the four cuts predicted

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23 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

Blockchain will continue to innovate, disrupt several industries

From Franklin Templeton Investments

The Medici accounting ledger developed during the 1500s advanced Europe’s economic growth—now blockchain has the potential to launch a new, global digital Renaissance, transforming financial services, supply chains, healthcare, backend

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07 Jun 2021

Franklin Templeton 2019 Outlook for global equity markets – The East gains appear over, but unloved stocks may draw new interest

From Franklin Templeton Investments

“US stimulus is fading and US earnings growth should have a hard time matching 2018 levels. But with interest rates rising and political issues a concern, the quality of earnings

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14 Dec 2018

Earn CPD Points

CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]