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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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MARCH 23, 2026

Macro Views: AI tailwinds, geopolitical headwinds

Growth is holding up across major economies, according to the Franklin Templeton Fixed Income team, but geopolitics and energy prices are raising inflation risks. Policy remains the key swing factor, ...

MARCH 18, 2026

Middle East escalation: Market impact and emerging market implications

As the Middle East conflict causes widespread uncertainty for global financial markets, this paper offers a guide to the potential duration of volatility and the different impacts likely for emerging ...

MARCH 12, 2026

On My Mind: Not partying like it’s 1979

Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the oil shock’s impact on growth, inflation and financial markets.

MARCH 2, 2026

On My Mind: Iran—Early considerations on market impact

Franklin Templeton Fixed Income CIO Sonal Desai shares her preliminary views on the impact the conflict in Iran will likely have on bond yields, the US dollar and emerging market assets.

FEBRUARY 19, 2026

On My Mind: Of bots and men—Investing in the age of AI

Franklin Templeton Fixed Income CIO Sonal Desai believes inflation is likely to remain stubbornly above target. With growth robust and the labor market showing signs of stabilization, this suggests th...

JANUARY 26, 2026

European fixed income outlook—cautious optimism

Looking ahead to 2026, Franklin Templeton Fixed Income Head of European Fixed Income David Zahn says he is cautiously optimistic about Europe’s economic outlook.

JANUARY 8, 2026

Flash Insights: Notes on Venezuela

The removal of Venezuela’s President Nicolás Maduro has materially improved the country’s outlook, according to Franklin Templeton Fixed Income Emerging Market Debt Director Nicholas Hardingham. He be...

JANUARY 6, 2026

Central Bank Watch: Steady as she goes

The Bank of Japan appears to be an outlier, anticipating two interest rate hikes in 2026, while North American and European Central Banks are likely pausing and calling for steady as she goes. Get an ...