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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Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

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Perspectives

Notes from the Trading Desk – US Election Special

Franklin Templeton’s Notes from the Trading Desk offers a weekly overview of what our professional traders and analysts are watching in the ...

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Equity

Stock-Market Value Hunting—and a Potential Post-Election Outcome

Value-oriented strategies had been out of favor for the past couple of years, but seem to have turned a corner in recent months. Tucker Scott, ...

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Equity

What’s Driving US, European Voter Resentment?

Across the world, there has been a surge in support for populist causes and politicians, from the rise of Syriza in Greece and the vote for Brexit ...

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Alternatives

Helicopter Money: Pulling a Brick with a Rubber Band

You may have heard the term “helicopter money” bantered about in the press of late. Robert Christian, senior managing director and head of ...

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Fixed Income

Fixed Income Markets and the US Election: What Really Matters

Franklin Templeton Fixed Income Group’s Chris Molumphy says despite the media frenzy surrounding the US presidential election, the implications ...

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Multi-Asset

Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors

K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: ...

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Equity

Smartphones and Software Keys to Realizing “Dot-Com Dreams”

When the Internet burst on the scene about 20 years ago, some tech experts vowed the Web would soon infiltrate all aspects of our lives. It took ...

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Perspectives

3 Reasons Why Investors Should Ignore Political Threats to Biotech

Drug prices have been thrown back into the headlines after politicians jumped into the fray over the most recent accusations of price gouging. As ...

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Fixed Income

Global Economic Perspective: October

Perspective from Franklin Templeton Fixed Income Group® More Positive US Data Build Hopes for Better Performance in Second Half of 2016 As the ...