Beyond Bulls & Bears

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs
Perspectives

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs

Most companies want to be innovators in their field, but how does a company foster innovation? In our latest “Talking Markets” podcast, a panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture a culture of innovation within their employees.

Trade War: The Second Front
Equity

Trade War: The Second Front

“In our view, both the China and Mexico trade wars could be long-drawn affairs, as both fronts (jobs/immigration) cater to President Trump’s voter base, and the president has bipartisan support for the one with China.” – Stephen Dover, Head of Equities

The EU: Singing from 28 Hymn Sheets
Fixed Income

The EU: Singing from 28 Hymn Sheets

What’s the investment lesson in Europe’s recent parliamentary elections? Our Fixed Income CIO Sonal Desai says it’s differentiation. Read more of what’s on her mind about this topic. 

Municipal Bonds: When Full Faith and Credit Falls Flat
Fixed Income

Municipal Bonds: When Full Faith and Credit Falls Flat

Once upon a time, US municipal bonds were generally considered less risky than corporate bonds. Backed by the full faith and credit of state governments, investors had confidence they would receive their principal plus interest without fail. Times have changed. For some states and local governments, decades of financial mismanagement and massive pension liabilities are threatening to upend the full faith and credit pledge. In this article, Franklin Templeton Fixed Income takes a look at the situation, with Illinois being an example of a particularly dire case.

European Parliamentary Elections: A Barometer of European Thinking?
Fixed Income

European Parliamentary Elections: A Barometer of European Thinking?

European parliamentary elections don’t typically generate international headlines, but with the wrinkle of Brexit still unsettled, this time they are front and center. Our David Zahn weighs in.

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer
Equity

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer

Many companies are staying private for longer before deciding to go public—if they do so at all. But what does that mean for investors? Our Head of Equities, Stephen Dover, says the type of gains many stocks have seen right after their public-market launches could be a thing of the past. He also makes the case that this private-for-longer trend favors active managers who can invest in these companies at a potentially faster stage of growth.

May Confirms Departure Date, but What Could It Mean for Investors?
Fixed Income

May Confirms Departure Date, but What Could It Mean for Investors?

“We calculate there would be no time for May’s successor to renegotiate a fresh deal with Brussels, so we think is more likely the UK could leave the EU without a deal.” David Zahn, Head of European Fixed Income.

On My Mind: Embracing Tech Disruption—Four Lessons For Fixed Income Investors
Fixed Income

On My Mind: Embracing Tech Disruption—Four Lessons For Fixed Income Investors

 The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desai. She shares her thoughts on the subject and other key takeaways from our annual Global Investment Forum in San Francisco.

US/China Trade Tensions Are Testing Investors’ Nerves
Equity

US/China Trade Tensions Are Testing Investors’ Nerves

The war of words between the Trump administration and China threatens to break out into a full-scale trade war. Franklin Templeton Head of Equities, Stephen Dover, considers the reaction of global investors and puts the current US stock market environment into perspective. And he considers some other issues that are contributing to markets’ cautious sentiment.

Analyzing Market Volatility from Escalating Trade Tensions
Equity

Analyzing Market Volatility from Escalating Trade Tensions

As one might imagine in light of recent news, trade was a big topic of discussion at Franklin Templeton’s 2019 Global Investor Forum in San Francisco this week. Our panelists addressed how the uncertainty is impacting the markets today—particularly emerging markets.

Many Americans Unprepared for the Cost of Health Care in Retirement
Education

Many Americans Unprepared for the Cost of Health Care in Retirement

The rising cost of health care has been a political hot button issue for years, and Franklin Templeton’s 2019 “Retirement Income Strategies and Expectations (RISE)” survey revealed it remains a top concern today. Franklin Templeton Defined Contribution Head of Strategic Accounts Kevin Murphy and Michael Doshier, vice president, Retirement Marketing, offer some highlights from the survey and stress the importance of saving enough to meet future health care needs in retirement.

Searching for Value When Growth Is King
Equity

Searching for Value When Growth Is King

It’s been a tough road for value investors during the past decade or so, even leading some pundits to declare the investing style is dead. The value-oriented Templeton Global Equity Group is digging in deep—and searching for deep values. While a growth-driven US market rally in the first quarter of this year presented a challenge, the team has uncovered some unloved stocks and sectors—particularly in Japan and Europe—where valuations appear reasonable and prospects good. Tony Docal, Dylan Ball and Joanne Wong take us on an around-the-world tour of where they are finding opportunities today.