Beyond Bulls & Bears

2015 Investment Outlook: Europe—The Saga Continues
Fixed Income

2015 Investment Outlook: Europe—The Saga Continues

Like television fans deciphering a season-finale cliffhanger, investors have been left with unanswered questions about the eurozone as 2014 draws ...

Global Economic Perspective: December
Fixed Income

Global Economic Perspective: December

Christopher Molumphy Michael Materasso Roger Bayston Michael Hasenstab John Beck Federal Reserve Points Cautiously toward Rate Rise With 321,000 ...

Portfolio Diversification in the Quantum Age
Alternatives

Portfolio Diversification in the Quantum Age

Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, examines the merits of portfolio diversification when ...

2015 Investment Outlook: US Credit Cycle Tiptoes into Middle Age
Fixed Income

2015 Investment Outlook: US Credit Cycle Tiptoes into Middle Age

In our view, companies' generally slow and steady approach to spending and expanding has delayed the US economy's progression through the credit cycle.

Are Lower Oil Prices Here to Stay?
Equity

Are Lower Oil Prices Here to Stay?

When oil prices are skyrocketing, production and exploration efforts tend to ramp up to capture the potential riches, spawning a popular adage: ...

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

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

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

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”
Fixed Income

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”

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

A Practical Approach to Tech Investing
Equity

A Practical Approach to Tech Investing

Although the stock market seems to have regained its footing after a particularly volatile couple of months, it’s understandable that some ...

Mid-Term Bond Approvals May Help Close the Book on Muni Supply Saga
Fixed Income

Mid-Term Bond Approvals May Help Close the Book on Muni Supply Saga

The municipal bond market roared back this year after a disappointing 2013, as a dearth in supply and improved demand buoyed muni bond prices. ...