January 21, 2014
November 7, 2011
March 18, 2014
March 13, 2014
Hasenstab: Separating the Wheat from the ChaffApril 22, 2014
"We recognize that there has been a period of elevated volatility in the early part of 2014, but we are quite excited about the opportunities we think the rest of the year will bring. "
"Having weathered the turbulence that emerged in the middle of last year over the Fed’s intentions, it is to be hoped that investors are prepared for a possible inflection in the Fed’s dovish monetary policy stance should economic data show the US economy to be on a firmer footing after the winter slowdown. "
Franklin Templeton Fixed Income Group® Christopher Molumphy Michael Materasso Roger Bayston Michael Hasenstab John Beck US Interest Rates Likely ...
"Being on the ground, understanding the situation, seeing the long-term potential—that’s why we are investing in Ukraine. "
Ukraine is a country both rich with potential and strategically well positioned. While recent events have been very difficult for many, the ...
"From our viewpoint at Franklin Equity Group®, US stocks have acted rationally over the last five years, reflecting the improving economic backdrop and strong corporate earnings growth we see. "
It took a while, but investors finally seem to have shaken off some of the lingering fear that has plagued the US equity market since the ...
"We wouldn’t anticipate a dramatic reaction from the US economy to higher rates, particularly if they come gradually, which is what we’d expect."
When the US Federal Reserve (Fed) began tapering early this year, the general assumption was that investors would flee en masse from fixed income ...
Many investors who have never traveled in Africa probably have preconceived ideas about it, perhaps as a land of safaris and political strife, ...
"We recognize there are global uncertainties in the markets right now that will cause investors to worry at times. When those worries are enough to cause selling, as we see it, that’s where the opportunity comes in."
Given continued unrest in Ukraine, crippling winter storms and Federal Reserve “tapering” in the United States, and concerns about growth in ...