Beyond Bulls & Bears

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Perspectives

Uncharted Terrain: Today’s Global Market Drivers

Despite some uncertainties, economic improvements in developed and emerging markets have supported a positive mood across both equity and fixed income this year. However, with some risks on the horizon, many investors are wondering whether the tide may turn. Against this backdrop, Franklin Templeton’s senior investment leaders discuss where they see opportunities and risks ahead.

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Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

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Fixed Income

Trade and Taxes in a World With Borders

“Successful [US] corporate tax reform would go a long way in promoting the incentives for real investment over the long term. Since weak investment has been identified as a potential drag on productivity growth since the global financial crisis, this shift in incentives could have strong and long-lived benefits.” - Michael Hasenstab, Templeton Global Macro

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Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead. Here, we share video and written excerpts from the roundtable.

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Emerging Markets

Latin America: The Rise and Fall of Populism

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team explores Latin America’s failed experiments with populism and the ...

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Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® Solid Economic Backdrop Awaits New US Administration As Donald Trump’s inauguration as US ...

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Emerging Markets

Global Economic Perspective: December

Perspective from Franklin Templeton Fixed Income Group® US Election Result Moves Markets and Fed Raises Rates As Expected The prospect of a Trump ...

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Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Uncertainty Ahead of Trump Administration but Fundamentals Remain Constructive Following ...

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Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

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Emerging Markets

Snapshot View: Fed Remains on Hold

The US Federal Reserve (Fed) decided not to raise interest rates at its September policy meeting, even though some market observers would argue ...

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Perspectives

Spotlight on Brazil

With the 2016 Summer Olympic Games underway, the world has been watching Brazil. While Brazil’s economic and political challenges certainly ...

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Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...