Beyond Bulls & Bears

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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 an excerpt from the roundtable.

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Fixed Income

Does Dutch Election Result Signal an End to Europe’s Populist Surge?

“The Scottish government’s demand for a second independence referendum should not have come as a surprise to most observers, but the timing could scarcely have been more awkward for UK Prime Minister Theresa May.” – David Zahn, Franklin Templeton Fixed Income Group®.

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Fixed Income

Why Fixed-Income Investors Shouldn’t Fret About Fed Tightening

"We view Fed tightening with a positive lens and believe there are still plenty of potential opportunities within the fixed-income landscape for investors.” - Christopher Molumphy, CIO, Franklin Templeton Fixed Income Group®.

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Fixed Income

Global Economic Perspective: March

Perspective on the global markets from Franklin Templeton Fixed Income Group®.

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Fixed Income

Global Economic Perspective: February

The outlook for the global economy appears a little better, in our view, and overall growth in 2017 could well show a slight improvement from a year ago. The stability in the Chinese economy is encouraging, and surveys in many parts of the world suggest confidence has increased.

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Fixed Income

Don’t Underestimate the UK’s Brexit Negotiating Position

Earlier this month, David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group, set out some thoughts on the political and ...

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Emerging Markets

Latin America: The Rise and Fall of Populism

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team explores Latin America’s failed experiments with populism and the ...

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Fixed Income

European Bond Market: What Lies Beyond the Politics?

While politics may dominate the investment agenda in Europe and further afield, it won’t be the only theme for investors, in our view.

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Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® Solid Economic Backdrop Awaits New US Administration As Donald Trump’s inauguration as US ...

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Emerging Markets

Global Economic Perspective: December

Perspective from Franklin Templeton Fixed Income Group® US Election Result Moves Markets and Fed Raises Rates As Expected The prospect of a Trump ...

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Fixed Income

In the Know: Fed Lifts Rates, but “Lower for Longer” Likely

In the Know: Professionals from Franklin Templeton Investments offer a brief but insightful update on a pressing investment topic. The markets can ...

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Fixed Income

Finding the Positives from a Tumultuous Week in Europe

Developments in Europe, including the resignation of Italian Prime Minister Matteo Renzi and the shock decision of the European Central Bank to ...