Beyond Bulls & Bears

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Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, our Fixed Income Group sees the broad outlook for the global economy as remaining positive but expects more patches of financial market volatility ahead.

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Perspectives

Three Things to Think about When It Comes to Trade

The drumbeat of global trade tensions may have softened for a bit as other geopolitical noise grew louder, but it never really went away. Here, investment leaders from Franklin Templeton explain why they aren’t concerned about a trade war—at least not yet.

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Multi-Asset

Assessing the Impact of US Metal Tariffs

“If a trade war develops and slows global growth in an environment of higher inflation and higher budget deficits, we think most global stock markets are likely to fall in tandem.” – Stephen Lingard, Franklin Templeton Multi-Asset Solutions

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Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, our Fixed Income Group opines on rising energy prices, US Treasury yields, emerging-market currency pressures and global economic growth.

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Fixed Income

Australia: Caught in the Middle of US-China Trade Tensions?

Franklin Templeton’s Managing Director of Australian Fixed Income, Chris Siniakov, shares his view on why a potential US-China trade war could negatively impact Australia’s education and tourism industries. That said, he’s not alarmed by recent trade headlines—at least not yet.

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Fixed Income

Global Economic Perspective: April

“The extent to which the global economy’s upturn is threatened by the uncertainty over trade policy is clearly the main issue preoccupying many investors. Our view is that market sentiment often swings to extremes in these circumstances, running well ahead of actual events, and the risk of a major disruption to global trade remains low.” - Franklin Templeton Fixed Income Group

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Multi-Asset

How Safe Is NAFTA?

“With trade skirmishes opening up on multiple fronts, we think the United States may feel increased pressure to get a NAFTA deal done ahead of this summer. That’s when the Mexican presidential election and US mid-term election campaigning will be in full swing. Otherwise, the United States risks attempting to win a trade war on multiple fronts, which tends to end badly if history is any guide.” – Stephen Lingard, Franklin Templeton Multi-Asset Solutions

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Fixed Income

Global Economic Perspective: March

Franklin Templeton Fixed Income Group covers US trade worries, potential removal of presidential term limits in China, the Italian election aftermath and more in this month's Global Economic Perspective.

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Fixed Income

1-on-1 With Michael Hasenstab: Market Changes and Challenges

Take an around-the-world market tour with Templeton Global Macro CIO Michael Hasenstab in our latest “Talking Markets” podcast. Hasenstab shares his thoughts on navigating today’s market challenges. He covers recent market volatility, inflationary threats in the United States, upcoming elections in Latin America, potential “fault lines” in Europe and credit risk in China.

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Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...

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Emerging Markets

Global Macro Imbalances and Opportunities

Being a contrarian-minded investor isn’t easy at times—it’s difficult to stay fixed to one’s long-term convictions when the markets may not be ...

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Emerging Markets

How India Is Stepping Out of China’s Shadow

In 2015, India’s gross domestic product growth surpassed that of China, and forecasters generally expect India’s growth to remain robust in 2016. ...