Beyond Bulls & Bears

Card image cap
Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, our Fixed Income Group sees the broad outlook for the global economy as remaining positive but expects more patches of financial market volatility ahead.

Card image cap
Fixed Income

ECB Meeting: Fresh Clarity, But Let’s Not Get Ahead of Ourselves

David Zahn, Franklin Templeton’s head of European Fixed Income, gives his take on the ECB meeting and explains why he’s still not expecting a eurozone interest-rate hike before 2020.

Card image cap
Fixed Income

Fed Gives US Interest Rates Another Bump in June

The US Federal Reserve continued its tightening path at its June policy meeting, raising its benchmark interest rate for the second time this year and seventh time since December 2015. Chris Molumphy, chief investment officer, Franklin Templeton Fixed Income Group, offers us a snapshot of the US monetary policy landscape in the wake of the meeting.

Card image cap
Perspectives

Three Things to Think about When It Comes to Trade

The drumbeat of global trade tensions may have softened for a bit as other geopolitical noise grew louder, but it never really went away. Here, investment leaders from Franklin Templeton explain why they aren’t concerned about a trade war—at least not yet.

Card image cap
Perspectives

CEO View: What’s Changed 10 Years After the Global Financial Crisis?

At Franklin Templeton’s recent Global Investor Forum in New York, our CEO Greg Johnson participated in a panel discussion with three other CEOs in the financial services industry: James Gorman of Morgan Stanley; Jay Hooley of State Street and Barry Stowe of Jackson National Life. They discussed some of the changes in the markets that have occurred in the 10 years since the global financial crisis, what they learned—and what might trigger the next crisis.

Card image cap
Fixed Income

ECB Preview: Will Recent Italian Developments Influence Europe’s Tapering Timeline?

“With eurozone growth data softer recently and inflation also relatively muted, we think it would be premature for the ECB to embark on a tightening cycle.” – David Zahn, Franklin Templeton Fixed Income Group

Card image cap
Equity

Italian Politics + US Trade Tariffs = Market Turmoil

There seems to be no shortage of market-moving events of late, and no shortage of market volatility. In recent days, oil has hit a four-year high, Italy has been thrust into the spotlight amid a political crisis and trade-war fears between the United States and several of its key allies have again flared up after US President Donald Trump’s administration slapped them with tariffs. Katrina Dudley, portfolio manager and research analyst with Franklin Mutual Series, weighs in on it all.

Card image cap
Education

Survey Highlights Women’s Retirement Insecurities

There has been heightened discussion recently about women’s inequality in many areas of society—including financial security. Gail Buckner, CFP, our personal retirement and financial planning strategist, explores the gender pay gap and how it has contributed to a poorer post-working life for many older women. She also explores a 2018 Franklin Templeton survey which revealed even younger women are generally feeling insecure about their financial futures.

Card image cap
Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

For the first time in a long while, geopolitics has been driving oil prices higher in an already tight market. With oil prices recently hitting a four-year high, Fred Fromm, vice president and research analyst with Franklin Equity Group, shares his views on the oil-price surge and how he sees buoyant economic growth and investor concern about Middle-East risks once again reshaping the global energy industry.

Card image cap
Education

Tackling Student Debt and College Savings Plan Myths

The cost of a college education continues to rise, and along with it, student debt. Franklin Templeton's Roger Michaud and Mike O’Brien look at how mounting student debt could have a long-term impact on one’s future. They explore one solution to help finance education—a 529 Savings Plan—along with some myths and misconceptions about these plans.

Card image cap
Fixed Income

An Unconventional New Government in Italy

“Although we think that fears about the League/Five Star coalition’s euro skepticism are over-played, we recognize there could be tensions between Rome and Brussels in particular over the new government’s spending plans.” – David Zahn, head of European Fixed Income.

Card image cap
Equity

Is It Time For Value Investing to Return to the Limelight?

In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series CEO Peter Langerman weighs in with his thoughts and explains why he is optimistic.