Beyond Bulls & Bears

Card image cap
Perspectives

Time to Reset Expectations?

Global markets have been relatively calm this summer despite many uncertainties. Geopolitical risks have continued across the globe, and in some areas, looming monetary policy changes also appear likely. A key question for many investors is whether the sleepy summer period of low volatility will give way to a more turbulent autumn. Franklin Templeton’s senior investment leaders offer their perspective on the markets and discuss where they see opportunities and risks ahead.

Card image cap
Perspectives

Uncharted Terrain: Today’s Global Market Drivers

Despite some uncertainties, economic improvements in developed and emerging markets have supported a positive mood across both equity and fixed income this year. However, with some risks on the horizon, many investors are wondering whether the tide may turn. Against this backdrop, Franklin Templeton’s senior investment leaders discuss where they see opportunities and risks ahead.

Card image cap
Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead. Here, we share video and written excerpts from the roundtable.

Card image cap
Equity

America Decides: A Vote for Change

With Donald Trump emerging victorious in the US presidential race, many investors may be thinking: Now what? Here, Ed Perks, CIO of Franklin ...

Card image cap
Multi-Asset

Politics, Policies and Market Resiliency

This year has been one full of uncertainty and surprises on many fronts. While the United States has been embroiled in pre-presidential election ...

Card image cap
Equity

Will Equities See a Sweeter ’16 Ahead?

Global equity markets last year were weighed down by sputtering growth in developed economies, slumping emerging markets and collapsing commodity ...

Card image cap
Alternatives

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?

After months (if not years) of anticipation, the US Federal Reserve (Fed) finally took action on interest rates at the end of its December 15-16 ...

Card image cap
Equity

European Drama Hasn’t Derailed US Growth

With the Greek debt crisis coming to a head and China’s equity market experiencing a correction, the summer doldrums have not been in effect this ...

Card image cap
Equity

Optimism, Pessimism and Opportunity

Given that the S&P 500 has been on a tear since 2008, logging double-digit returns in five of the past six years, and US Treasury rates remain ...

Card image cap
Equity

A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears

As we approach the final days of the year, major US equity benchmarks appear to be heading toward positive performance for 2014, largely ...

Card image cap
Equity

October’s Market Ups and Downs Put Into Perspective

Global equity markets went on a rollercoaster ride in October, although given the cauldron of global issues that were brewing for some time and ...

Card image cap
Equity

Strategies for Income-Seeking Investors

Many income-seeking investors have traditionally centered their portfolios around government bonds, often failing to consider other asset classes. ...