Beyond Bulls & Bears

The EU: Singing from 28 Hymn Sheets
Fixed Income

The EU: Singing from 28 Hymn Sheets

What’s the investment lesson in Europe’s recent parliamentary elections? Our Fixed Income CIO Sonal Desai says it’s differentiation. Read more of what’s on her mind about this topic. 

Why Macron’s Reform Agenda Is Boosting Business Optimism
Equity

Why Macron’s Reform Agenda Is Boosting Business Optimism

“We see signs that France’s economy is starting to improve under President Emmanuel Macron. France is enjoying its best streak of economic growth in more than six years. And, French companies are hiring at the fastest pace in almost 17 years." – Katrina Dudley, portfolio manager, Franklin Mutual Series

Does Macron’s EU Reform Agenda Need German Support?
Perspectives

Does Macron’s EU Reform Agenda Need German Support?

"Without an eager partner in Germany, I think Macron will face challenges implementing his more radical eurozone reforms. Although there is broad support for unification in the wake of last year’s Brexit vote, some of the EU’s Eastern European partners are using all the brakes to prevent unification. I see it as a long road to reach that goal.” – Philippe Brugere-Trelat, Franklin Mutual Series

Is France on the Cusp of a Thatcher Moment?
Equity

Is France on the Cusp of a Thatcher Moment?

French President Emmanuel Macron is preparing to take on France’s powerful unions as he attempts to overhaul the country’s labor code. Here, Philippe Brugere-Trelat, Franklin Mutual Series executive vice president and portfolio manager, explains why a Macron victory on this front could open up opportunities for investing in French equities.

Macron at 100 Days: New French President Faces Busy Autumn
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

French Election Result: Macron Wins, But Can He Deliver?
Perspectives

French Election Result: Macron Wins, But Can He Deliver?

There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting. Franklin Templeton's investment professionals share their thoughts on the prospects of a Macron presidency and suggest it might not be plain sailing for the self-styled political outsider.