Beyond Bulls & Bears

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Equity

Macron at 100 Days: New French President Faces Busy Autumn

“Although polls have shown that Macron’s approval ratings have fallen since the election, I don’t see this drop as cause for concern. The ebbs and flows of popular polls are natural, in my opinion, following the giant wave of hope that swept Macron into office. That hope is now meeting the cold light of reality.” – Philippe Brugere-Trelat, Executive Vice President, Franklin Mutual Series

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Fixed Income

Brexit: “I Have Confidence in Confidence Alone”

The impact on global markets of the United Kingdom’s surprise vote to leave the European Union seems to have been disproportionate to the ...

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Equity

Brexit: Serious Consequences, but “Not the End of the World”

In the end, any initial success for Brexit will likely depend on whether negotiations between the United Kingdom and the EU are amicable or acrimonious.

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Fixed Income

A Global Macro View of Brexit Implications

While the knee-jerk market reactions to the United Kingdom’s decision to leave the European Union (EU) fade, some longer-term ramifications could ...