Stephen Dover

CHIEF MARKET STRATEGIST HEAD OF FRANKLIN TEMPLETON INSTITUTE

US and global equity markets have thrived under Republican and Democratic control in Washington, as well as during periods of divided government.

2024 US election – implications for investors

US Federal Reserve chair Jerome Powell, at the press conference following the FOMC meeting, may have provided hints at how the committee is thinking about future monetary policy changes.
WEALTH & INVESTING

Fed hawks will fly lower – eventually

Look for where growth and earnings are likely to surprise to the upside, and in 2023, many signs are pointing towards China, and the economies that benefit from China’s recovery.

The dangers of inertia