Beyond Bulls & Bears

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Equity

Addressing Always-Connected Technology

"We believe the transition to technology-on-demand will likely integrate technology even further in our day-to-day lives in the years ahead.” - Matt Moberg, Franklin Equity Group

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Equity

Value Update: Where Is the Next Pocket of Opportunity?

"As the anticipated value rally gains steam, we think non-US stocks should begin to benefit. Like the value universe a year ago, non-US equities today look to us to be undervalued, under-owned, and exposed to positive catalysts, including improving corporate fundamentals, economic tailwinds and political and policy support." - Templeton Global Equity Group.

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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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Equity

UK Election Result: Grounds for Optimism in the Medium Term?

"The UK election result came as a shock to most observers, but early indications suggest financial markets don’t view it as an end of the world scenario. And there are indications that some positives could emerge over the medium term.” Colin Morton, vice president, portfolio manager, UK Equity Team, June 9, 2017.

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Equity

The Politics of Health Care

“There have been huge breakthroughs in gene therapy as well as in the area of cancer treatment. Major waves of innovation are a reflection of the exponential leaps in basic research and our understanding of human biology, which are now bearing fruit.” - Evan McCulloch, Franklin Equity Group

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Perspectives

French Election Result: Macron Wins, But Can He Deliver?

There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting. Franklin Templeton's investment professionals share their thoughts on the prospects of a Macron presidency and suggest it might not be plain sailing for the self-styled political outsider.

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Equity

US Equities: Policy Smoke or Solid Pillars?

"We continue to see potential opportunities in many sectors of the market, but one area we are particularly excited about is the technology sector. Even more exciting and less obvious are the behind-the-scenes, technology-driven transformations taking place in many industries outside of the technology sector." - Grant Bowers, Franklin Equity Group

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Equity

An Exciting Time for the Energy Sector

"Our general takeaway is that energy sector opportunities in 2017 and 2018 are likely to be more idiosyncratic and company-specific, whereas in the recent past they’ve been driven more by the macro commodity price environment. As fundamental, bottom-up investors, this is an environment we welcome.” Fred Fromm, Franklin Equity Group

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Equity

Cutting Through the Political Noise for Opportunities in Europe

"Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU)." - Philippe Brugere-Trelat and Katrina Dudley, Franklin Mutual Series

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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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Equity

Meet the Manager: J.P. Scandalios

“The technology sector is synonymous with innovation. Innovation can lead to disruption but that disruption also has the potential to generate massive economic returns over time—more so than any other sector, in my opinion.” J.P. Scandalios, Franklin Equity Group®

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Equity

The Cutting Edge: Not Just for Tech Companies Anymore

"The ‘military grade’ cybersecurity technology that we expect will be developed may eventually become the standard for the private sector, which will likely be a boon to sectors such as financials and utilities, which tend to be more vulnerable to cyber attacks than others." - Serena Perin Vinton and Matt Moberg, Franklin Equity Group®