Beyond Bulls & Bears

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

PODCAST: Health Care Sector Innovation and Insight
Equity

PODCAST: Health Care Sector Innovation and Insight

The biopharma industry has the potential to save lives with dramatic breakthroughs in new therapeutic drugs. In our latest “Talking Markets” podcast, our Head of Equities Stephen Dover speaks with analysts Steven Kornfeld and Krzysztof Musialik about health care innovations, particularly in the area of biopharma. They point out that in some cases, emerging markets are actually leading the way.

PODCAST: Engaging a New Generation of Investors
Equity

PODCAST: Engaging a New Generation of Investors

We recognize the financial services sector is in the midst of a digital journey as participants feel the footsteps of big technology platforms encroaching on their space. In many cases, these new entrants see a fundamentally more efficient way of serving customers and extracting value and insights about their customers using digital technologies. Franklin Equity Group's James Cross, along with a panel of three CEOs at other companies, explores appealing to a new generation of customers, with new solutions.

A Northern View: 10 Years into a Canadian Bull Market
Equity

A Northern View: 10 Years into a Canadian Bull Market

While there has been a lot of focus among many investors on the length of the US economic expansion, there are other countries experiencing similarly long—or longer—expansions of their own. One of these is Canada, the United States’ northern neighbor. Our Head of Equities Stephen Dover, along with Managing Director Purav Jhaveri and our Canada-based portfolio managers Garey Aitken and Tim Caulfield, explore the dynamics in Canada’s markets.

Four Reasons Why Gold Prices Have Been Moving Higher
Equity

Four Reasons Why Gold Prices Have Been Moving Higher

“In our view, the current gold rally is an opportunity for gold-mining companies to show how much cash they can generate in slightly better gold markets.” - Steve Land

End-of-Cycle Management
Equity

End-of-Cycle Management

As the US economic cycle continues to age, many are starting to question when—and how—it will end. Our Head of Equities Stephen Dover says it’s certainly wise for investors to prepare, but doesn’t see reason to think a recession is on the immediate horizon.

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally
Equity

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally

In today’s world of disruptive innovations, biotechnology is entering the most transformative phase our health care analysts have seen in 25 years. Since mapping out the human genome in 2003, drugs using new treatment paradigms—like gene and cellular therapies—have jumped out of laboratories and into the marketplace to tackle humanity’s most vexing diseases.

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate
Alternatives

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate

Many observe the impacts of e-commerce growth as decimating commercial retail properties, leaving empty big-box warehouses and strip malls in its wake. While this may be true to a certain extent, it ignores the potential opportunity this new trend is creating in the industrial property sector. It seems that for every mall that closes, a distribution warehouse—or so-called last-mile logistics space—opens. Raymond Jacobs, Woon Pin Chong and Marc Weidner of Franklin Real Asset Advisors outline the opportunities they see, namely in new demand for logistics infrastructure.

Looking Beyond the FAANGs For Fresh Technology Investment Opportunities
Equity

Looking Beyond the FAANGs For Fresh Technology Investment Opportunities

What’s beyond the big names that dominate the tech sector? Our Jonathan Curtis considers lesser-known stocks that play an integral role in the delivery of digital transformation.

PODCAST: Midyear Outlook: Reining in Risk
Perspectives

PODCAST: Midyear Outlook: Reining in Risk

Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy’s foundation? Our senior investment leaders share their views on investing in uncertain times and how their outlooks have changed from earlier this year. They weigh in on market divergence, whether there is simply too much focus on the US Federal Reserve, where they see pockets of opportunity and how they are looking to play defense.

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs
Perspectives

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs

Most companies want to be innovators in their field, but how does a company foster innovation? In our latest “Talking Markets” podcast, a panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture a culture of innovation within their employees.