Beyond Bulls & Bears

Does a Brexit Resolution Require a New Referendum or a General Election?
Equity

Does a Brexit Resolution Require a New Referendum or a General Election?

Political infighting abounds in the United Kingdom as the clock ticks relentlessly towards the March 29 Brexit date. Amid entrenched positions on all sides, Sandy Nairn, Chairman of Templeton Global Equity Group and CEO of Edinburgh Partners, argues that only a fresh referendum or a general election can break the Brexit deadlock and examines some of the implications for investors.

PODCAST: AI and Machine Learning: A View from Silicon Valley
Equity

PODCAST: AI and Machine Learning: A View from Silicon Valley

Whether most of us realize it or not, Artificial Intelligence (AI) has become part of our daily lives. In our latest Talking Markets podcast, two Silicon Valley executives from AI-oriented businesses—Ed Abbo and Alston Ghafourifar—join Franklin Equity Group Research Analyst Ryan Biggs to discuss the state of AI technology, and the urgency for businesses to transform.

Theresa May Holds on, but What Does This Mean for Investors?
Fixed Income

Theresa May Holds on, but What Does This Mean for Investors?

Theresa May has survived a leadership challenge called by Eurosceptic members of her own party and will continue to lead the United Kingdom as it heads toward Brexit. But David Zahn, Franklin Templeton Fixed Income Group’s head of European Fixed Income, warns May’s troubles are not over yet. He predicts further volatility ahead for financial markets, but argues there may be opportunities for shrewd active managers.

Distortion, Divergence and Diversification: 2019 Global Investment Outlook
Perspectives

Distortion, Divergence and Diversification: 2019 Global Investment Outlook

Volatility has plagued equity markets globally in 2018—most notably emerging markets and US equity markets. As the US economic expansion officially crossed the nine-year mark in 2018, many investors started to wonder when the cycle would change—and what the catalyst might be. Our senior investment leaders see plenty of reasons to be optimistic about the year ahead, but recognize investment opportunities may be more divergent, with some previously overlooked countries or asset classes potentially taking the spotlight.

Changes in Technology, Regulation and Accessibility Drive Rise in Use of Collective Investment Trusts
Education

Changes in Technology, Regulation and Accessibility Drive Rise in Use of Collective Investment Trusts

Collective Investment Trusts (CITs) have been gaining momentum in the retirement space, and for good reason. Jason Colarossi, vice president, national retirement strategist of Franklin Templeton's Defined Contribution Division, outlines what CITs are and how they have evolved. He also discusses the different types of strategies and the growth we have seen with this investment vehicle recently.

The Case for Municipal Bonds in a Rising-Rate Environment
Fixed Income

The Case for Municipal Bonds in a Rising-Rate Environment

Municipal bond yields moved higher in 2018 and seem likely to continue moving up in 2019 if market expectations for further interest-rate increases play out. Sheila Amoroso, director of Franklin Templeton Fixed Income Group’s Municipal Bond Department, makes a case for munis within a rising-rate environment. She says there could actually be more demand for munis ahead as a source of tax-free income.