Beyond Bulls & Bears

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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®

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Equity

The Current State of the US Utilities Sector

Franklin Equity Group’s John Kohli and Blair Schmicker on the headwinds that have challenged US utilities, and the changes that may spark the sector.

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Equity

Could the Rally in Global Equities Keep Rolling?

"If a policy-driven boost to growth doesn’t materialize, the markets, which have moved on the possibility of real change, could reverse just as fast. "

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Equity

The Sectors Most Likely to Cheer US Tax Reform

The financial markets seem to have high hopes for new business-friendly policies in the United States following Donald Trump’s inauguration as the ...

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Equity

Europe’s Main Event: Economics vs. Politics

"I believe the concerns (US President Donald) Trump has regarding trade with Mexico and China would not apply to Europe. Europe is not a low-cost area, not only where wages are concerned, but also where taxes are concerned."

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Equity

Meet the Manager: Serena Perin Vinton

(Jerry Palmieri) made me realize that in this business, experience does matter, and portfolio managers can become more seasoned and better investors over time by learning from that experience.