mortgage rates Archives | Chief Investment Officer

Tag: mortgage rates

Market Moves July 19, 2019

A Break for the Weakened Housing Market

Mortgage rates are on the way down, which should boost affordability and home building starts.

Market Moves January 25, 2019

Don’t Worry About the Housing Slump, B of A Says

According to an economist at the bank, lower mortgage rates should improve the situation, which provokes eerie memories.

Industry White Papers

2020 survival guide to elections, hidden risks, and secular themes Multi-asset Strategist Adam Berger conducts research for public plans and other total-return-oriented investors, with a focus on asset allocation themes and investment policy issues. Each quarter he highlights his work in his “Top of Mind” publication.

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.