Beyond Bulls & Bears

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Fixed Income

Don’t Underestimate the UK’s Brexit Negotiating Position

Earlier this month, David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group, set out some thoughts on the political and ...

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Equity

Europe’s Main Event: Economics vs. Politics

"I believe the concerns (US President Donald) Trump has regarding trade with Mexico and China would not apply to Europe. Europe is not a low-cost area, not only where wages are concerned, but also where taxes are concerned."

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Emerging Markets

Latin America: The Rise and Fall of Populism

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team explores Latin America’s failed experiments with populism and the ...

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Alternatives

First-Quarter Hedge-Fund Strategy Outlook: K2 Advisors

Since the US election, markets have confidently placed their bets squarely on hope, and essentially little else. Is this level of hope (optimism) rational? It certainly seems like a lot to expect. But truth is indeed often stranger than fiction, and even the most gifted of storytellers would likely never imagine a more fantastic yarn than the reality of this election cycle.

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Education

A Case Study in Retirement Planning: Why It Can Pay to Delay

There are a lot of factors to consider when it comes to retirement. Since January is a month for resolutions, if you don’t have a retirement plan, perhaps formulating one should be one of yours!

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Equity

Meet the Manager: Serena Perin Vinton

(Jerry Palmieri) made me realize that in this business, experience does matter, and portfolio managers can become more seasoned and better investors over time by learning from that experience.

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Fixed Income

European Bond Market: What Lies Beyond the Politics?

While politics may dominate the investment agenda in Europe and further afield, it won’t be the only theme for investors, in our view.

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LibertyShares

ETF Trends to Watch in 2017

As investors have become more and more comfortable with the ETF wrapper, they are becoming more open to different solutions within the general asset class beyond a basket defined by market capitalization. I expect this trend to continue.

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Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® Solid Economic Backdrop Awaits New US Administration As Donald Trump’s inauguration as US ...

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Alternatives

Driving a Case for Convertibles in 2017

In our view, 2017 could be a year where the unique properties of convertibles become an important feature for investors' asset allocation.

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Equity

Politics, Policy Uncertainties Likely to Sway Markets in 2017

For fans of surprise endings, especially in political contests, 2016 was a banner year. Unexpected election outcomes swung global equity markets ...

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Equity

2017 US Growth Investing Outlook

With the US stock market roaring ahead to close 2016 on a high note, the question for many investors is whether the momentum can be sustained. ...