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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Equity

Addressing Always-Connected Technology

"We believe the transition to technology-on-demand will likely integrate technology even further in our day-to-day lives in the years ahead.” - Matt Moberg, Franklin Equity Group

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Equity

Value Update: Where Is the Next Pocket of Opportunity?

"As the anticipated value rally gains steam, we think non-US stocks should begin to benefit. Like the value universe a year ago, non-US equities today look to us to be undervalued, under-owned, and exposed to positive catalysts, including improving corporate fundamentals, economic tailwinds and political and policy support." - Templeton Global Equity Group.

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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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Equity

UK Election Result: Grounds for Optimism in the Medium Term?

"The UK election result came as a shock to most observers, but early indications suggest financial markets don’t view it as an end of the world scenario. And there are indications that some positives could emerge over the medium term.” Colin Morton, vice president, portfolio manager, UK Equity Team, June 9, 2017.

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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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Alternatives

Why Liquid Alternatives Now

“The availability of liquid alternative vehicles has expanded rapidly over the past decade, paired with a strategic interest to provide retail investors with access to diversified sources of potential alpha to complement their traditional portfolios.” David Saunders, K2 Advisors

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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.