September Fed Hike May Be More Than a Risk Management Exercise

Published on September 18, 2026

The U.S. Federal Reserve delivered on consensus expectations by raising its policy rate by 25 basis points (bps) at its September meeting.

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No Country for Old (or Young) Men

September 18, 2026
One of my favorite movies was the Coen Brothers movie, No Country for Old Men. It is the story of a guy who makes off with $2 million stolen by someone else. The ‘someone else’ is a super mean guy with a powerful blow gun. They are both being chased by a policeman. It was the best picture of 2007 and won four Oscars.

Energy Addition Within the Transition

September 18, 2026
The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framework for capital allocation. Franklin Templeton Institute explodes new opportunities for investors—and where shifts in thinking may be needed.