Bob Doll, CIO at Crossmark Global Investments, provides his annual 10 predictions for financial markets.
Banks that rely heavily on lending products for revenue have been hit by higher interest rates. But capital markets expect rate cuts in 2024. That could give bullish vibes for regional banks.
In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven Stocks that kept climbing higher throughout the year.
The strongest stock market returns in the coming decade, perhaps longer, are likely to emerge during advances in the S&P 500 that attempt to catch up with the cumulative return of risk-free Treasury bills.
The tide has turned for bonds. Here’s what we think is in store for 2024.
The start of a new year brings a chance for reflection and re-evaluation. For investors, a chance to rebalance. Franklin Templeton ETFs’ Dina Ting and Marcus Weyerer highlight the pitfalls of overweight exposure to mega tech stocks and where in the world to look for diversification in 2024.
It's that time of year when we start thinking about the old and envisioning the new. This has always been a special season for me, perhaps because of my unusual quirk of really wanting to divine the nature of the future—not just an investment in economics but in general.
With only a week remaining to 2023, the stock market is poised to end the year up a respectable 25% or more. That’s despite a number of significant hurdles, from multiyear-high interest rates to ongoing fighting in Ukraine and the Middle East.
From the banking crisis to the U.S. debt-ceiling saga, from inflation concerns to recession fears, from soaring bond yields to slowing consumer spending, 2023 had no shortage of issues for investors to worry about.
A year of significant monetary policy tightening is coming to a close, making Franklin Templeton Fixed Income optimistic about muni bonds in the year ahead. Get the team’s 2024 muni-bond outlook.
The year 2023 will be remembered by economists and investors as 365 days of resiliency and defied expectations. This week’s Weekly Economics will dive into the U.S. economic landscape and summarize the major factors that shaped the nation’s economic trajectory this year.
For the greater part of the year, large-cap stocks have been in pole position for most of the 2023 rally. But investors who want to add a dose of growth while maintaining large-cap stability may want to give midcap equities a closer look.
Aggregate bond benchmarks rebounded this year following some of the worst showings on record in 2022. With heightened expectations that the Federal Reserve could cut interest rates in 2024, fixed income enthusiasm is perking up.
Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.
When stakeholders convened at COP28, the 28th Conference of the Parties, from Nov. 30 to Dec. 12, it was with an unwavering acknowledgment of the real threat posed by climate change.
Generative artificial intelligence (AI) didn’t just capture the hearts and minds of scores of investors this year. It also popped on the radar screens of policymakers, both in the U.S. and abroad. From that, it can reasonably be inferred that artificial intelligence regulations could be front-and-center in 2024.
If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.
With 2024 just around the bend, fixed income exchange-traded funds (ETFs) are offering investors bright prospects for bond exposure in the new year and capital allocation is expected to increase.
As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.
Thanks to the great recession of 2008 and 2009, there is more value to be found in the financial sector than any other of the 11 sectors.
The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE 2.0 Act builds on retirement savings changes passed in 2019 and contains new provisions that further raise the required minimum distribution (RMD) age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities.
Very early this year our economics team got a pleasant surprise: Consensus Economics, which collects forecasts from roughly 200 economists around the world, rated us the most accurate forecasters of the United States for 2022, based on our forecasts for GDP and CPI. Unfortunately, we don’t expect a repeat award for 2023.
A recent warning by YahooFinance warns investors to sell their cash and buy bonds and stocks now as the Fed pauses.
First, let me wish you Merry Christmas, Happy Holidays or your favorite personal form of greetings for this time of year.
The market has been indecisive but with reason. 2023 has been filled with strong opinions however, many of the opinions are of contrasting beliefs. Reading the future is not easy.
2023 was a year of surprises. These are five key sector themes illustrated in charts that dominated the ETF world this past year.
Equity markets are on track for a strong finish to the year, powered by mega-cap growth stocks — the equity MVPs of 2023.
US equity market returns have been disproportionately driven by the so-called Magnificent Seven (Mag 7) stocks this year. Their dominance has created style imbalances within large-cap benchmarks that deserve closer attention from investors.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will analyze the investment potential of various Energy Sector companies.
A lot of different asset classes are currently being discussed as possible places to invest in 2024, but one that hasn’t garnered much attention is gold.
Bond markets expect more cuts than the Fed is signaling, and this expectation largely reflects a return to pre-COVID dynamics of low inflation, massive central bank support, and suppressed term premia.
While 2022 was a brutal year for bonds, fixed income enjoyed many tailwinds this year, from high interest rates to lowered inflation to a less volatile economy. This made 2023 the year for fixed income. And in particular, it was a good year for Vanguard.
Broadly speaking, Chinese equities and the related exchange traded funds disappointed investors this year, but there’s a growing sense that 2024 could bring better things for this asset class.
CIO designate Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.
As European inflation rates converge with targets, markets expect rate cuts. But central banks are set on a decisive victory over inflation.
The holiday season is often the busiest time of year for any profession, and for advisors it is no different. Business demands, family obligations, and heavy social calendars can make for an overwhelming time.
Will Beijing take the necessary steps to restore confidence in its economic policies? Sinology explores.
There are material short- and long-term implications for hydrocarbon markets following the COP28 meeting in Dubai, including tailwinds to oil.
Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.
The economics team shares a few things that have been on our minds.
Investors are warming to opportunities stemming from climate change, and other takeaways from COP28.
Over the past month and the past 90 days, the Russell 2000 Index is higher by 12.07% and 8.49%, respectively. What’s notable about those periods is that they include increased chatter that the Federal Reserve could be positioning for multiple interest rate cuts in 2024.
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
In this video, Chuck Carnevale, Co-founder of FAST Graphs, a.k.a. Mr. Valuation provides a detailed analysis of seven stocks in the Communication Services Sector, focusing on their valuation, growth potential, and dividend yields.
Municipal bonds posted their best performance of the year, and we believe municipal credit conditions remain strong.
In this article, we will explore how gold has performed throughout 2023 and share more information on what experts expect from gold in 2024.
GMO has published a new 7-Year Asset Class Forecast
The economics teams looks back at the most significant stories we covered during 2023.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the challenges of finding long-term investable companies in the Industrial Sector.
Today's uncertain economic climate is putting particular pressure on four market segments. Here's what to watch out for in the months ahead.
