Beyond Bulls & Bears

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space
Perspectives

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space

Technological innovations have permeated every aspect of our lives, including the way we save and invest. Franklin Templeton Investments President and Chief Operating Officer Jenny Johnson and Empower Retirement President and Chief Executive Officer Ed Murphy discuss the impact of new technology on the financial services industry, particularly in the areas of wealth management and retirement planning.

Are We Nearly There Yet?: Revisiting the Politics and Processes of Brexit
Equity

Are We Nearly There Yet?: Revisiting the Politics and Processes of Brexit

“We believe it is likely over the coming months risk premiums will rise and potentially spur investment in stocks which have already been largely discounted for a worst-possible Brexit outcome, including the financial services and construction sectors.” - Sandy Nairn, Chairman, Templeton Global Equity Group

Insights from the 2018 US Consumer Electronics Show
Equity

Insights from the 2018 US Consumer Electronics Show

“We go to the Consumer Electronics Show (CES) to see how leading public and private technology companies are positioning themselves for what is next, and what products are likely to break into the mainstream. At this year’s CES, we saw three key themes: smart speakers, autonomous driving and artificial intelligence (AI).” – Jonathan Curtis and Robert Stevenson, Franklin Equity Group.

Does Macron’s EU Reform Agenda Need German Support?
Perspectives

Does Macron’s EU Reform Agenda Need German Support?

"Without an eager partner in Germany, I think Macron will face challenges implementing his more radical eurozone reforms. Although there is broad support for unification in the wake of last year’s Brexit vote, some of the EU’s Eastern European partners are using all the brakes to prevent unification. I see it as a long road to reach that goal.” – Philippe Brugere-Trelat, Franklin Mutual Series

Bridging the Gap: Global Listed Infrastructure
Alternatives

Bridging the Gap: Global Listed Infrastructure

Simply spreading your investments across a smattering of asset classes with the idea that diversification should automatically produce a positive ...

A Templeton View From Beijing
Alternatives

A Templeton View From Beijing

Last week Templeton Global Equity Group met in China to compare research notes, talk markets and explore investment opportunities in the region. ...

Europe’s Fragile Recovery
Alternatives

Europe’s Fragile Recovery

Investors have tentatively begun to buy into the European recovery story, but remain fearful of the region’s fragility. A few bits of upbeat ...

A Tactical Battle Plan
Alternatives

A Tactical Battle Plan

Chinese general and philosopher Sun Tzu famously advised: “Strategy without tactics is the slowest route to victory.” This quote doesn’t just ...

Meet the Manager: Ed Perks
Alternatives

Meet the Manager: Ed Perks

During his college days, Ed Perks had all the right stuff on the football field, setting records as a kicker on Yale University’s team. For the ...

A Flagship Sails Past 65

A Flagship Sails Past 65

Once-a-Generation European Opportunity?

Once-a-Generation European Opportunity?

A Biotech and Pharmaceutical RX

A Biotech and Pharmaceutical RX