FLGV News and Press, Franklin Liberty U.S. Treasury Bond From 02/15/21

Washington appears to be back at the center of the market’s attention as Congress moves to pass yet another fiscal package. For the moment, inflation is in check (prices as measured by the CPI rose about 1.5% year over year in January, a touch lower than the pre-COVID rate), bu...

In our view, broad, vocal support for Draghi indicates how far Europe's consensus has swung in favor of fiscal intervention. In the U.S., after losing more than 200,000 nonfarm jobs in December, less than 50,000 were recouped in January. Our base case remains an orderly normalizat...

Central banking traditionally operated as a judicious and conservative institution, with an overarching mandate focused on promoting monetary and financial stability. The world is now in the throes of history's greatest experiment in central bank doctrine and operations. The probl...

After a dramatic year of volatility, the U.S. stock market ended 2020 at record highs. Can this momentum continue this year? ESG investments clearly outperformed in 2020. 2021 should be a year of much better cash flow for companies. For further details see: A Stock Picke...

After a fairly calm December for global government bonds, 2021 got off to an active start with a widespread market sell-off. In Europe, the yield on Sweden's 10-year benchmark note saw the largest increase among its peers. A political crisis engulfed Italy on January 13, when Matt...

Joe Foster, VanEck Gold Strategy Portfolio Manager, joins us to weigh in on inflation risks, his 2021 outlook and more. Since August, gold has been consolidating in a range between $1,800 and $2,000 an ounce. If second-half economic growth isn't as rosy as a lot of people are expe...

The spread between nominal less inflation-indexed Treasury rates continues to rise - an increase that many analysts cite as a key indicator for the revival in reflation sentiment. The key driver for this reflationary trend is primarily due to an ongoing slide in the real Treasury yiel...

The global economic recovery is currently underway. This is a very good environment for active investors. We certainly don't want blind exposure to beta. Charting the portfolio implications for the year ahead across a range of asset classes, including rates, credit and emerging ma...

The world's negative-yielding debt instruments, great for governments and some corporations, are a "Fixed-Income Investor's Hell" for a whole slew of investors. Bond yields are causing many of the institutional clients and individual clients difficulties. However, you can find funds w...

Central banks, the Federal Reserve in particular, have really pivoted its policy approach to let inflation, if it were to start to pick up, to let it run a little bit hotter than maybe they have in prior cycles. Each energy cycle, I think, has played a part in influencing how investor...