2015 Investment Outlook: US Credit Cycle Tiptoes into Middle Age

December 16, 2014

Eric Takaha, Franklin Templeton Fixed Income Group®

Read More

Keep up to date

"Our current view is that oil markets will likely stabilize over the next several quarters as demand improves and production growth slows to a more manageable pace. More importantly, however, is that many energy-related securities now appear to discount commodity prices at or below the low end of our estimated long-term intrinsic value ranges."

A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears
December 8, 2014

As we approach the final days of the year, major US equity benchmarks appear to be heading toward positive performance for 2014, largely ...

Read More

"When the head of the ECB makes a speech in Frankfurt—the ‘temple’ of central banking—it’s incumbent on those of us who work in the markets to listen to the sermon and draw our own conclusions…that’s the power of active management."

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”
December 4, 2014

The announcement by newly installed European Commission President Jean-Claude Juncker of a package designed to secure €315 billion of investment ...

Read More

Investment Adventures in Emerging Markets

ASEAN’s Ambitious Agenda
Wed, 10 Dec 2014

The Association of Southeast Asian Nations (ASEAN) is an example of how smaller global economies can band together to exert a more powerful influence within the international community and have their collective voice heard.

Load more posts