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Franklin Templeton Fixed Income believes that the best way to pursue consistent alpha is by integrating three areas of expertise into our portfolios: top-down macroeconomic analysis, robust bottom-up fundamental analysis and quantitative science. We also believe risk should be optimized, not minimized. Distinguished by over 50 years of experience, the team of over 140 investment professionals brings together multiple sources of expertise in one global platform to offer strategies that address numerous client needs. The content located on this page represents our latest thinking on the fixed income market and how to unlock value in a changing economic environment.

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23 MARCH 2022

On My Mind: The Fed Takes the Red Pill

The Fed struck a hawkish tone at its latest meeting, but Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes it still underestimates how far rates will likely need to rise—an...

Archived

15 MARCH 2022

On My Mind: The US Dollar and the Retreat from Globalization

With the war taking a tragic toll in Ukraine and triggering a major shift in the geopolitical and economic order, Franklin Templeton Fixed Income CIO Sonal Desai discusses the implications for the US ...

Archived

14 FEBRUARY 2022

On My Mind: The Long and Winding Road…

With inflation running at multi-decade highs, Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes major central banks are well behind the curve to tighten monetary policy—and...

Archived

17 DECEMBER 2021

On My Mind: Fed and Inflation: You Can’t Always Get What You Want

The Fed seems to have been caught by surprise by its own policy and says this is not the inflation it was looking for, says Franklin Templeton Fixed Income CIO Sonal Desai.

Archived

8 DECEMBER 2021

On My Mind: Inflation: Don’t You (Forget About Me)

The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.

Archived

29 OCTOBER 2021

On My Mind: To work, or not to work…

Of all recent economic trends, sluggish employment growth is perhaps the most important for investors to watch, says Franklin Templeton Fixed Income CIO Sonal Desai.

Archived

24 AUGUST 2021

On My Mind: Leaving QE, Never Easy

Leaving quantitative easing isn’t easy, as financial markets have become overly dependent on Fed support.

Archived

21 JULY 2021

On My Mind - Inflation: Nothing to see here. Really?

Dr. Sonal Desai discusses why inflation may be less “transitory” than many expect.

Archived

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