Beyond Bulls & Bears

An Integrated Approach to Managing ESG Risks and Opportunities
Equity

An Integrated Approach to Managing ESG Risks and Opportunities

Today, some forward-looking investors are deepening their focus on environmental, social and governance (ESG) analysis to provide additional perspectives to complement existing research efforts. Julie Moret, Franklin Templeton’s head of ESG, explains how ESG contributes to an evolved investment evaluation framework and serves as a tool to assess broader holistic risks.

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space
Perspectives

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space

Technological innovations have permeated every aspect of our lives, including the way we save and invest. Franklin Templeton Investments President and Chief Operating Officer Jenny Johnson and Empower Retirement President and Chief Executive Officer Ed Murphy discuss the impact of new technology on the financial services industry, particularly in the areas of wealth management and retirement planning.

Are We Nearly There Yet?: Revisiting the Politics and Processes of Brexit
Equity

Are We Nearly There Yet?: Revisiting the Politics and Processes of Brexit

“We believe it is likely over the coming months risk premiums will rise and potentially spur investment in stocks which have already been largely discounted for a worst-possible Brexit outcome, including the financial services and construction sectors.” - Sandy Nairn, Chairman, Templeton Global Equity Group

Meet the Manager: Wendy Lam
Equity

Meet the Manager: Wendy Lam

“As a biotech investor, my job is to somehow predict the future. I have to predict whether a clinical trial for a drug is going to succeed or fail, whether a drug is going to receive FDA approval or whether physicians will prescribe a drug.” - Wendy Lam

The Glistening Project: Why Some Investors Are Looking Again at Gold
Equity

The Glistening Project: Why Some Investors Are Looking Again at Gold

For some investors, increasing exposure to gold has been a knee-jerk reaction to bouts of heightened financial market volatility. Franklin Equity Group’s Steve Land says there’s more to gold than that. And he explains why he’s positive about both the prospects for gold and for gold equities.

The Gift that Keeps on Giving
Education

The Gift that Keeps on Giving

The holiday season is approaching, and with it, the busiest time of the year for shoppers as they search for the perfect gifts for their loved ones. But instead of purchasing the latest toy or electronic gadget for your children or grandchildren, what about giving them the gift of a more secure future? Roger Michaud, senior vice president and director of sales for Franklin Templeton’s 529 College Savings Plan, discusses how crowdfunding can help finance a college education—a gift that can keep giving for a lifetime.

Theresa May’s Brexit Steeplechase Has Only Just Begun: an Investor’s Perspective
Fixed Income

Theresa May’s Brexit Steeplechase Has Only Just Begun: an Investor’s Perspective

UK Prime Minister Theresa May seems to have cleared the first hurdle in her bid to secure a soft Brexit. Her Cabinet initially backed the withdrawal deal UK and European Union negotiators have agreed to. But subsequently, a number of Cabinet members resigned. David Zahn, Franklin Templeton’s head of European Fixed Income, warns her most difficult challenge still lies ahead. And he believes there remain plenty of obstacles in her path, with profound implications for investors.

PODCAST: Talking Tech in an Era of Digital Transformation
Equity

PODCAST: Talking Tech in an Era of Digital Transformation

Investors became more risk-averse in October amid a number of market uncertainties, causing sentiment to sour on the technology sector. In our latest “Talking Markets” podcast, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, opines on factors causing the market’s recent volatility and why he sees tech-sector valuations as reasonable today. He also discusses the digital transformation that’s reshaping nearly every industry and creating new areas of opportunity for investors. 

Finding Value among Stretched US Valuations, Market Dislocations
Equity

Finding Value among Stretched US Valuations, Market Dislocations

“Of all the different macroeconomic and political factors that have been on investors’ minds over the last few months, we think interest rates are likely to be the most important. As we continue to see central banks reduce quantitative easing and move toward interest-rate normalization in the major regions of the world, we are going to continue to focus on the dislocations that this may cause for currencies, equity markets and valuations.” - Templeton Global Equity Group

Assessing a Divided Congress and Market Fundamentals
Multi-Asset

Assessing a Divided Congress and Market Fundamentals

“In general, we think a divided Congress will likely leave the overall direction of policy unchanged. We don’t see major changes to tax, spending or trade policies.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

US Equity Market: Are Things as Good as They’ll Get?
Equity

US Equity Market: Are Things as Good as They’ll Get?

The US equity market’s ascent paused in October as investors digested rising rates, slowing global growth and the persistent question: “Are things as good as they’ll get?” As many observers expect further turbulence ahead, Franklin Equity Group’s Grant Bowers shares his view on US equities, the economy, and how to stay focused on long-term investing in a volatile market.