Beyond Bulls & Bears

Card image cap
Equity

US Equities: Policy Smoke or Solid Pillars?

"We continue to see potential opportunities in many sectors of the market, but one area we are particularly excited about is the technology sector. Even more exciting and less obvious are the behind-the-scenes, technology-driven transformations taking place in many industries outside of the technology sector." - Grant Bowers, Franklin Equity Group

Card image cap
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

Card image cap
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.

Card image cap
Equity

Cutting Through the Political Noise for Opportunities in Europe

"Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU)." - Philippe Brugere-Trelat and Katrina Dudley, Franklin Mutual Series

Card image cap
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 video and written excerpts from the roundtable.

Card image cap
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®.

Card image cap
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 ...

Card image cap
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 ...

Card image cap
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, ...

Card image cap
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 ...

Card image cap
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 ...

Card image cap
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 ...