Beyond Bulls & Bears

Global Investment Outlook: How Much Further Can Global Growth Fly?
Perspectives

Global Investment Outlook: How Much Further Can Global Growth Fly?

Templeton Global Macro CIO Michael Hasenstab, Franklin Templeton Fixed Income Group CIO Chris Molumphy and Franklin Templeton's Head of Equities Stephen Dover weigh in on whether synchronized global growth can continue, why worries about trade wars may be overblown and why opportunities for investors may be more idiosyncratic or divergent moving forward.

Then and Now: Mortgage-Backed Securities Post-Financial Crisis
Fixed Income

Then and Now: Mortgage-Backed Securities Post-Financial Crisis

“As the Fed stops buying, we expect that will leave a greater supply of mortgage-backed securities (MBS) for the market to absorb. Now, the question is, who’s going to be the marginal buyer of MBS?” – Paul Varunok, Franklin Templeton Fixed Income Group

Global Economic Perspective: September
Fixed Income

Global Economic Perspective: September

In this month’s Global Economic Perspective, our Fixed Income Group discusses the spread of populism in Sweden, whether US economic momentum appears sustainable and what’s behind recent emerging-market woes.

PODCAST: Biggest Changes in a Decade Impacting the US Retirement System
Education

PODCAST: Biggest Changes in a Decade Impacting the US Retirement System

On our latest “Talking Markets” podcast, Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, and Michael Hadley, a partner at the Washington, DC law firm Davis and Harman, discuss noteworthy legislative proposals that may significantly affect retirement plans—including President Donald Trump’s most recent executive order.

Riding the US Liquefied Natural Gas Wave
Equity

Riding the US Liquefied Natural Gas Wave

“In many parts of the world, constructing pipeline infrastructure to transport natural gas isn’t practical, and domestic production of natural gas outside North America is struggling and on the decline in many countries. That’s why we expect to see an increase in demand for LNG as countries pursue more natural gas-driven policies. The natural gas liquefaction process cools, condenses and transforms the gas into a commodity that can be ferried around the world in specialized compression tankers.” – Matt Adams, Franklin Equity Group

Our Take on US Order to Ease Retirement Regulations
Education

Our Take on US Order to Ease Retirement Regulations

This year is proving to be an active year for retirement-related legislation, with a mix of new proposals emerging and some familiar ones reappearing, not to mention the handful of modest changes to retirement plans that were enacted as part of February’s Bipartisan Budget Act. On August 31, President Trump signed a new executive order that offers several changes to retirement plans. Here, Franklin Templeton’s Yaqub Ahmed and Drew Carrington, who attended the signing, highlight a few aspects of it.

Three Developments in Europe You May Have Missed over the Summer—and One You Didn’t
Fixed Income

Three Developments in Europe You May Have Missed over the Summer—and One You Didn’t

David Zahn, head of European fixed income, on why he thinks core European bond yields are unrealistically low, the impact of Japan’s “stealth taper”, and the apparent leadership vacuum at the heart of Europe. Plus why the lack of Brexit progress should be a concern for all EU member states.

Why We Think the US Equity Bull Market Could Keep Running into 2019
Equity

Why We Think the US Equity Bull Market Could Keep Running into 2019

Now that the US equity bull market has officially hit the history books as the longest on record, some observers are concerned it could soon stumble. Grant Bowers, vice president and portfolio manager, Franklin Equity Group, outlines why he thinks it could keep running into 2019.

US Equity Bull Market Goes the Distance
Equity

US Equity Bull Market Goes the Distance

The current US equity bull market entered the record books on August 22, 2018. Our investment professionals retrace the steps of the longest US bull market in history.

Global Economic Perspective: August
Fixed Income

Global Economic Perspective: August

“We think the ECB is wise to retain some flexibility over the timing of its transition to more conventional monetary policies. The central bank has voiced concerns over the impact of the Turkish crisis on some European lenders. Additionally, volatility can be exaggerated at this time of year.” – Franklin Templeton Fixed Income Group®

Is it Time for Value Stocks to Shine?
Equity

Is it Time for Value Stocks to Shine?

Since 2008, US growth stocks, generally in faster-growing sectors such as technology, have taken the spotlight away from value stocks. Read why some of our investment professionals think that might be changing.