Beyond Bulls & Bears

End-of-Cycle Management
Equity

End-of-Cycle Management

As the US economic cycle continues to age, many are starting to question when—and how—it will end. Our Head of Equities Stephen Dover says it’s certainly wise for investors to prepare, but doesn’t see reason to think a recession is on the immediate horizon.

Seeing the Big Picture in Market Corrections
Equity

Seeing the Big Picture in Market Corrections

While we don’t know when the equity market’s recent volatility will settle down, it’s important to consider the big-picture, fundamental backdrop for the market, and not get caught up in short-term sentiment swings, according to Franklin Templeton’s head of equities, Stephen Dover. And, he believes the fundamental backdrop still looks solid.

US Tech Sector: Continued Run-Up or Correction Coming?
Equity

US Tech Sector: Continued Run-Up or Correction Coming?

Since the infamous “dot com” meltdown nearly two decades ago, people have tended to question any sort of extended run-up in technology-sector stocks. Stephen Dover, executive vice president and head of equities at Franklin Templeton Investments and chief investment officer, Templeton Emerging Markets, recently recorded a podcast centered on the theme of technology and how investors might view the sector. In this new podcast, he explains why he thinks the situation today is very different from the dot com meltdown.

A Sense of Déjà Vu
Equity

A Sense of Déjà Vu

While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic ...