Beyond Bulls & Bears

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Fixed Income

An Unconstrained View of Corporate Credit Amid the Rate Debate

July 2014 brought a summer swoon to the US high-yield sector, as selling pressure hit despite what many analysts by and large dubbed a respectable ...

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Equity

European Bank Stocks: Time to Buy, or Bail?

In recent months, European banks have been under increased regulatory scrutiny, meeting the ire of regulators (in the United States in particular) ...

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Fixed Income

Global Economic Perspective: August

Perspectives from the Franklin Templeton Fixed Income Group® Christopher Molumphy Michael Materasso Roger Bayston Michael Hasenstab John Beck US ...

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Fixed Income

A Strengthening Case for European Bonds

The pace of the eurozone’s economic recovery has been so slow that many people are now asking whether quantitative easing (QE) is inevitable to ...

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Equity

A Mid-Year Crossroads for US Equities?

After a year when it seemed as if US equities could move only higher, vulnerabilities have begun to surface in 2014. Equities now seem to be at a ...