Beyond Bulls & Bears

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Equity

Navigating an Uncertain Second Half

Receding political anxiety and a gathering economic recovery in Europe helped global equity markets advance in the first half of 2017. Yet Templeton Global Equity Group’s Cindy Sweeting and Tony Docal say investors should be somewhat cautious in the second half of the year. They believe rich stock valuations and shifting central bank policies could lead to bouts of volatility.

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Fixed Income

India’s Reform Movement Gains Momentum

Templeton Global Macro CIO Michael Hasenstab recently visited India, and takes a look at some of the reforms he’s most excited about as a global fixed-income investor. He believes India’s future looks bright and that its growth trajectory should remain strong—despite some short-term adjustments.

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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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Education

Don’t Believe Everything You Hear about Social Security!

“Some people believe Social Security is going to disappear within a matter of years. That means retirees and those living on disability insurance will get nothing. As in nada, zippo, the big fat zero … How likely is this? Not. At. All.” - Gail Buckner, CFP®.

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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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Education

Despite Scary Headlines, No Big Changes to Social Security’s Outlook

Every year the Trustees of the US Social Security and Medicare trust funds provide their report on the current and projected financial status of these programs. Gail Buckner, CFP, our personal retirement and financial planning strategist, takes a look at this year’s scorecard from the Trustees. She says media headlines or political rhetoric suggesting Social Security is near death are greatly exaggerated.

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Alternatives

Hedge-Fund Strategies Get a Second Wind

After three disappointing years in the middle of this decade, it’s been a smoother course for hedge-fund strategies over the past 12 months. K2 Advisors’ Senior Managing Director Brooks Ritchey offers his analysis to explain why he sees some tailwinds ahead.

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Alternatives

Third 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: long short equity, relative value, global macro and event driven. In their third-quarter (Q3) 2017 outlook, K2 Advisors’ Research and Portfolio Construction teams share the key market events they have an eye on, along with the select strategies that represent their “top convictions.”

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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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Alternatives

Short-Term Fears Seem to Affect Millennial Investors in Particular

Many investors who lived through the Global Financial Crisis of 2007-2009 still might bear some scars, according to Franklin Templeton’s annual Retirement Income Strategies and Expectations (RISE) survey. Michael Doshier, vice president, retirement marketing, offers highlights from the survey and examines how reactions to severe market shocks may impede us from reaching our long-term investment goals.

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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.