Beyond Bulls & Bears

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Fixed Income

Global Economic Perspective: July

In this month's Global Economic Perspective, our Fixed Income Group dives into diverging central bank policy and weighs in on whether the European Central Bank is likely to be less accommodative—and what its timing might look like.

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Emerging Markets

How the Asian Financial Crisis Reshaped Emerging Markets

Templeton Global Macro CIO Michael Hasenstab looks at how the response of local policymakers in the two decades since the Asian Financial Crisis has impacted emerging markets, and why he believes some of the most unloved local currency markets today represent exciting opportunities.

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Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines whether inflation may gain momentum in the United Sates, why it’s pleased the European Central Bank has resisted tapering of its quantitative easing program and why investors in all markets need to be cognizant of political risks.

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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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Fixed Income

Theresa May’s Shock Defeat Threatens Further Volatility

“The prospect of a hung parliament, resulting either in a minority government or a coalition, paints a picture of an administration not in complete control during a period in which the United Kingdom needs its most focused administration for 70 years. ” David Zahn, Franklin Templeton Fixed Income Group, June 9, 2017.

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Fixed Income

If It’s Groundhog Day, Why Aren’t Investors Learning the Lessons?

The repeated financial market patterns of recent years have reminded some market professionals of the 1993 Bill Murray movie "Groundhog Day." But according to Christopher Molumphy, CIO of Franklin Templeton Fixed Income Group®, investors may be missing the most important lesson of that movie: take control of your destiny.

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Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

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Fixed Income

Trade and Taxes in a World With Borders

“Successful [US] corporate tax reform would go a long way in promoting the incentives for real investment over the long term. Since weak investment has been identified as a potential drag on productivity growth since the global financial crisis, this shift in incentives could have strong and long-lived benefits.” - Michael Hasenstab, Templeton Global Macro

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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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Fixed Income

French Election Result – It’s Not Yet a Done Deal

"In terms of deciding who wins the keys to the Elysee Palace, the most pressing question is, 'who do the supporters of the eliminated candidates back?' " - David Zahn, Franklin Templeton Fixed Income Group

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Fixed Income

Global Economic Perspective: April

Franklin Templeton Fixed Income Group talks monetary policy, European politics in the April Global Economic Perspective.

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Fixed Income

How Theresa May’s Election Gambit Could Strengthen Her Brexit Hand

Just weeks after officially starting the process of withdrawing the United Kingdom from the European Union, Prime Minister Theresa May surprisingly announced her intention to call a General Election for June 8. Here David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group®, explains why he thinks that could enhance her position at home and on the international stage.