Beyond Bulls & Bears

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Multi-Asset

Talking Trade Tensions, Inflation and Volatility

Global growth has been accelerating, but there are a few potential headwinds that could cause it to stall. Three of our senior investment leaders—Ed Perks, Chris Molumphy and Stephen Dover—recently participated in a panel discussion on the potential impact of trade tensions, inflation and other issues on their radar.

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Perspectives

Will the Roar of Market Tensions Tame Global Growth?

The first quarter of 2018 started out like a lamb but went out like a lion as long-dormant volatility began to roar. Issues like inflation fears, trade tensions and geopolitical risks contributed to market turbulence, leaving many investors wondering whether these issues will put a damper on global growth—and end the US market’s nine-year bull run. Three of Franklin Templeton’s senior investment leaders—Stephen Dover, Christopher Molumphy and Ed Perks—weigh in.

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Multi-Asset

The Year Ahead: Will the US and Global Expansion Continue in 2018?

January is a month of resolutions and predictions, and perhaps more often than not, both tend to be abandoned come spring. While we don’t have a magic crystal ball to predict where the markets may be headed next, we do have a team of respected professionals who recently assembled to discuss whether they think last year’s economic momentum could continue—and where they see potential threats on the horizon.

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Perspectives

Global Investment Outlook 2018: Reflections on Growing Economies and Fading Stimulus

As markets shift away from the recovery era of monetary accommodation amid synchronized global growth, some investors may be wondering where potential opportunities can be found. We present a summary outlook for the year ahead from Franklin Templeton’s global macro, fixed income, equity and multi-asset investment teams.

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Multi-Asset

The Market Implications of US Tax Reform a Bit Unclear

"Some market observers have expressed optimism that US tax reform will prove bullish for stocks—and the economy overall—but the reality is that there will be some winners and losers and we don’t ultimately know what the magnitude of the impact will be.” -Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions

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Multi-Asset

A Selective Look at Corporate Credit

“In line with a positive assessment of economic fundamentals, we view credit conditions as favorable. Interest rates remain low, corporate balance sheets generally remain strong and debt-service costs appear manageable. Markets still appear receptive to debt offerings.” – Ed Perks, Franklin Templeton Multi-Asset Solutions

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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.

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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.

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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.

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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 ...

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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 ...

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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 ...