Beyond Bulls & Bears

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.

Should Markets Heed Recession Warnings?
Multi-Asset

Should Markets Heed Recession Warnings?

Our Multi-Asset Solutions CIO Ed Perks discusses how markets are reacting to the possibility of a US recession, and explains why he favors a defensive stance. Read more.

Trade War: The Second Front
Equity

Trade War: The Second Front

“In our view, both the China and Mexico trade wars could be long-drawn affairs, as both fronts (jobs/immigration) cater to President Trump’s voter base, and the president has bipartisan support for the one with China.” – Stephen Dover, Head of Equities

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer
Equity

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer

Many companies are staying private for longer before deciding to go public—if they do so at all. But what does that mean for investors? Our Head of Equities, Stephen Dover, says the type of gains many stocks have seen right after their public-market launches could be a thing of the past. He also makes the case that this private-for-longer trend favors active managers who can invest in these companies at a potentially faster stage of growth.

US/China Trade Tensions Are Testing Investors’ Nerves
Equity

US/China Trade Tensions Are Testing Investors’ Nerves

The war of words between the Trump administration and China threatens to break out into a full-scale trade war. Franklin Templeton Head of Equities, Stephen Dover, considers the reaction of global investors and puts the current US stock market environment into perspective. And he considers some other issues that are contributing to markets’ cautious sentiment.

Analyzing Market Volatility from Escalating Trade Tensions
Equity

Analyzing Market Volatility from Escalating Trade Tensions

As one might imagine in light of recent news, trade was a big topic of discussion at Franklin Templeton’s 2019 Global Investor Forum in San Francisco this week. Our panelists addressed how the uncertainty is impacting the markets today—particularly emerging markets.

Searching for Value When Growth Is King
Equity

Searching for Value When Growth Is King

It’s been a tough road for value investors during the past decade or so, even leading some pundits to declare the investing style is dead. The value-oriented Templeton Global Equity Group is digging in deep—and searching for deep values. While a growth-driven US market rally in the first quarter of this year presented a challenge, the team has uncovered some unloved stocks and sectors—particularly in Japan and Europe—where valuations appear reasonable and prospects good. Tony Docal, Dylan Ball and Joanne Wong take us on an around-the-world tour of where they are finding opportunities today.

Don’t Let Home Country Bias Limit Your Investment Potential
Equity

Don’t Let Home Country Bias Limit Your Investment Potential

It’s easy for investors to fall into what is known as “home country bias,” looking only within their own country’s borders for opportunities. That isn’t the case with Franklin Equity Group Portfolio Manager Don Huber—who is always searching the globe for quality growth opportunities. He says investors may be missing the boat if they don’t expand their opportunity set beyond their shores.

A Long Brexit Delay Seems Likely, but to What End?
Equity

A Long Brexit Delay Seems Likely, but to What End?

With no resolution in place and the clock ticking down, Sandy Nairn, chairman of Templeton Global Equity Group and CEO of Edinburgh Partners, looks at the possible outcomes. He explains why he thinks a long Brexit extension could be the most sensible option, and why he feels the deadlock might only be broken by a fresh plebiscite.

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?
Equity

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?

With so much new technology being adopted into our everyday lives, what will stand the test of time, and what will simply be a passing phase? Franklin Equity Group’s Matt Moberg argues active management is crucial to weeding out the life-shaping technologies from the hype.

PODCAST: Market Resilience: Strength in Numbers
Perspectives

PODCAST: Market Resilience: Strength in Numbers

Concerns about where the financial markets are heading are at the forefront of many investors’ minds. The risks of a US or global recession this year continue to persist amid slowing global growth, trade tensions and worries about potential geopolitical shocks. Our senior investment leaders see a different story unfolding. In this roundtable discussion, they outline why they think some market observers are misguided and where they see opportunities today.

This Isn’t the Way Stock Market Cycles Typically End
Equity

This Isn’t the Way Stock Market Cycles Typically End

Dylan Ball, head of European Equity Strategies, Templeton Global Equity Group, explains why he thinks the current stock market cycle still has some way to run in Europe and why he expects to see an uptick in cross-border merger and acquisition activity.