Beyond Bulls & Bears

PODCAST: Talking Tech in an Era of Digital Transformation
Equity

PODCAST: Talking Tech in an Era of Digital Transformation

Investors became more risk-averse in October amid a number of market uncertainties, causing sentiment to sour on the technology sector. In our latest “Talking Markets” podcast, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, opines on factors causing the market’s recent volatility and why he sees tech-sector valuations as reasonable today. He also discusses the digital transformation that’s reshaping nearly every industry and creating new areas of opportunity for investors. 

Artificial Intelligence: Real Influence
Perspectives

Artificial Intelligence: Real Influence

Franklin Templeton's investment leaders weigh in on why new technologies can influence more than just a single industry or sector.

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.

Science Fiction to Science Fact: The Rise of the Machines
Alternatives

Science Fiction to Science Fact: The Rise of the Machines

“Exponential growth in computer processing speeds, advances in big data, open-source software and cloud computing have all converged over the last decade to move AI from the realm of science fiction to science fact.” - Mat Gulley and Ryan Biggs

Smartphones and Software Keys to Realizing “Dot-Com Dreams”
Equity

Smartphones and Software Keys to Realizing “Dot-Com Dreams”

When the Internet burst on the scene about 20 years ago, some tech experts vowed the Web would soon infiltrate all aspects of our lives. It took ...