Beyond Bulls & Bears

Meet the Manager: J.P. Scandalios

“The technology sector is synonymous with innovation. Innovation can lead to disruption but that disruption also has the potential to generate massive economic returns over time—more so than any other sector, in my opinion.” J.P. Scandalios, Franklin Equity Group®

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Equity

The Cutting Edge: Not Just for Tech Companies Anymore

"The ‘military grade’ cybersecurity technology that we expect will be developed may eventually become the standard for the private sector, which will likely be a boon to sectors such as financials and utilities, which tend to be more vulnerable to cyber attacks than others." - Serena Perin Vinton and Matt Moberg, Franklin Equity Group®

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Fixed Income

Does Dutch Election Result Signal an End to Europe’s Populist Surge?

“The Scottish government’s demand for a second independence referendum should not have come as a surprise to most observers, but the timing could scarcely have been more awkward for UK Prime Minister Theresa May.” – David Zahn, Franklin Templeton Fixed Income Group®.

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Fixed Income

Why Fixed-Income Investors Shouldn’t Fret About Fed Tightening

"We view Fed tightening with a positive lens and believe there are still plenty of potential opportunities within the fixed-income landscape for investors.” - Christopher Molumphy, CIO, Franklin Templeton Fixed Income Group®.

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Fixed Income

Global Economic Perspective: March

Perspective on the global markets from Franklin Templeton Fixed Income Group®.

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Education

Cracking the Code on Social Security Benefits

Gail Buckner, CFP, cracks the code on how Social Security benefits are calculated, and offers some strategies on how to maximize it.

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Equity

The Current State of the US Utilities Sector

Franklin Equity Group’s John Kohli and Blair Schmicker on the headwinds that have challenged US utilities, and the changes that may spark the sector.

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Alternatives

K2 Advisors : Why We Like Activist Hedge Strategies

"The market and economic environment is perhaps more favorable to activist investment strategies today than it has been in some time. With the outlook for growth muted, corporate balance sheets flush with cash, financing rates still very low, and an increasingly hospitable public attitude toward activist investors—the opportunity set appears robust.” - Rob Christian, K2 Advisors

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Fixed Income

Global Economic Perspective: February

The outlook for the global economy appears a little better, in our view, and overall growth in 2017 could well show a slight improvement from a year ago. The stability in the Chinese economy is encouraging, and surveys in many parts of the world suggest confidence has increased.

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Equity

Could the Rally in Global Equities Keep Rolling?

"If a policy-driven boost to growth doesn’t materialize, the markets, which have moved on the possibility of real change, could reverse just as fast. "

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Equity

The Sectors Most Likely to Cheer US Tax Reform

The financial markets seem to have high hopes for new business-friendly policies in the United States following Donald Trump’s inauguration as the ...

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Fixed Income

Don’t Underestimate the UK’s Brexit Negotiating Position

Earlier this month, David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group, set out some thoughts on the political and ...