Beyond Bulls & Bears

US Equities: Policy Smoke or Solid Pillars?

"We continue to see potential opportunities in many sectors of the market, but one area we are particularly excited about is the technology sector. Even more exciting and less obvious are the behind-the-scenes, technology-driven transformations taking place in many industries outside of the technology sector." - Grant Bowers, Franklin Equity Group

Card image cap
Equity

An Exciting Time for the Energy Sector

"Our general takeaway is that energy sector opportunities in 2017 and 2018 are likely to be more idiosyncratic and company-specific, whereas in the recent past they’ve been driven more by the macro commodity price environment. As fundamental, bottom-up investors, this is an environment we welcome.” Fred Fromm, Franklin Equity Group

Card image cap
Fixed Income

French Election Result – It’s Not Yet a Done Deal

"In terms of deciding who wins the keys to the Elysee Palace, the most pressing question is, 'who do the supporters of the eliminated candidates back?' " - David Zahn, Franklin Templeton Fixed Income Group

Card image cap
Alternatives

The Case for Listed Infrastructure: Strengthening the Foundation for the Global Economy

“Infrastructure impacts every aspect of a community, and to the extent these physical assets perform optimally, they enable essential components of a healthy economy, such as fiscal stimulus and job creation, while also contributing to a higher quality of life.” Franklin Real Asset Advisors

Card image cap
Alternatives

Sand Piles and Markets

"The markets are decidedly interconnected. We are linked globally in a complex and layered loom of investments, debt, trade, resources, international business, finance and currency.” Brooks Ritchey, K2 Advisors

Card image cap
Fixed Income

Global Economic Perspective: April

Franklin Templeton Fixed Income Group talks monetary policy, European politics in the April Global Economic Perspective.

Card image cap
Fixed Income

How Theresa May’s Election Gambit Could Strengthen Her Brexit Hand

Just weeks after officially starting the process of withdrawing the United Kingdom from the European Union, Prime Minister Theresa May surprisingly announced her intention to call a General Election for June 8. Here David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group®, explains why he thinks that could enhance her position at home and on the international stage.

Card image cap
Alternatives

Second Quarter Hedge-Fund Strategy Outlook

"Regardless of what the future holds in terms of political results, from a market standpoint, we anticipate more volatility going forward—and this could be a good thing for hedge strategies.” - K2 Advisors®

Card image cap
Equity

Cutting Through the Political Noise for Opportunities in Europe

"Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU)." - Philippe Brugere-Trelat and Katrina Dudley, Franklin Mutual Series

Card image cap
LibertyShares

Can Strategic Beta Make You a Smarter Investor?

Dr. Chandra Seethamraju, director of systematic modeling, Franklin Templeton Solutions, gives us the lowdown on the concept of “beta” within ETFs—specifically strategic beta—and how it can offer a smarter investment approach.

Card image cap
Fixed Income

An Investor’s View of the French Presidential Election

"Despite the failure of the anti-immigration, anti-European Union (EU) party to make significant in-roads in the recent Dutch elections, we don’t think we can discount the influence of populism in upcoming European elections completely." - David Zahn, Franklin Templeton Fixed Income Group®

Card image cap
Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead. Here, we share video and written excerpts from the roundtable.