Beyond Bulls & Bears

Navigating New Global Market Uncertainties
Equity

Navigating New Global Market Uncertainties

Templeton Global Equity Group’s Tony Docal, Peter Moeschter and Heather Waddell provide an overview of events shaping markets in the third quarter and share their outlook for global equities. They explain their preference for multinational companies in the United Kingdom, why they see downside risk as limited in Europe versus the United States and why they still see a case for value investing.

In the Know: Finding Value Among US Microcap Stocks
Equity

In the Know: Finding Value Among US Microcap Stocks

When many investors think of microcap stocks, they envision high growth stocks that are like rockets. They soar when times are good, and crash and burn when times are bad. We recently caught up with Oliver Wong, portfolio manager, Franklin MicroCap Value Fund. He explained his approach to finding higher-quality, smaller companies within the equity universe that have the potential to perform well in different market environments.

Three Tenets for Investing in Innovation
Equity

Three Tenets for Investing in Innovation

“When we look across the global investment landscape, we see innovation accelerating at a faster pace than ever.” – Matt Moberg, Franklin Equity Group

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

Three Reasons to Consider Dividend Growers
Equity

Three Reasons to Consider Dividend Growers

“As long-term investors, our strategy is to invest in rising dividends companies, or companies with a demonstrated track record of substantial and sustainable dividend growth.”– Nick Getaz and Matt Quinlan, Franklin Equity Group

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.