Beyond Bulls & Bears

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Equity

Keeping One’s Options Open: The Case for Convertible Securities

When the outlook is uncertain, it can be good to keep one’s options open. Alan Muschott, vice president and portfolio manager, Franklin Equity Group, says convertible securities’ ability to adapt to myriad market conditions makes them an attractive vehicle as we head into the uncertainties of the year ahead. He outlines why companies issue convertible securities—and why many investors find them an attractive addition to their portfolios.

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Equity

Winded Markets May Face a More Difficult Climb in 2018

“We believe this rosier global outlook is largely priced into equities. The US market is looking the most expensive to us at a time when US corporate earnings are already well past their prior peaks.” – Coleen Barbeau, Franklin Equity Group

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Perspectives

Self-Driving Vehicles: The Race to Get Them on the Road

Technological advancements over the past two decades have moved the idea of self-driving cars from the realm of science fiction to fact. Recently, Franklin Templeton Investments assembled a panel of professionals to discuss the competition between traditional vehicle manufacturers and technology companies in the race to develop a truly autonomous car.

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Perspectives

How Technology Has Set Industries on a Journey of Opportunity

"As we look at the race for fully autonomous automobiles, the question of who will get there first—and more importantly who figures out how to commercialize and monetize this technology once they do get there—is still pretty wide open." - James Cross, Robert Rendler and Robert Stevenson, Franklin Equity Group and Aleck Beach, Franklin Templeton Fixed Income Group

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Equity

Addressing Always-Connected Technology

"We believe the transition to technology-on-demand will likely integrate technology even further in our day-to-day lives in the years ahead.” - Matt Moberg, Franklin Equity Group

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Equity

An Exciting Time for the Energy Sector

"Our general takeaway is that energy sector opportunities in 2017 and 2018 are likely to be more idiosyncratic and company-specific, whereas in the recent past they’ve been driven more by the macro commodity price environment. As fundamental, bottom-up investors, this is an environment we welcome.” Fred Fromm, Franklin Equity Group

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Equity

Smartphones and Software Keys to Realizing “Dot-Com Dreams”

When the Internet burst on the scene about 20 years ago, some tech experts vowed the Web would soon infiltrate all aspects of our lives. It took ...

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Equity

Dividend “Achievers”: Most Likely to Yield?

After years of favoring growth and momentum stocks, many equity investors have turned their attention to value-oriented shares so far in 2016, ...

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Perspectives

The Politics—and Potential—of US Biotech

The US biotech industry has been in the sickbed so far this year, with many of its indexes in negative territory year to date, even as the overall ...

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Equity

Tech Innovations: Best in Two Decades?

Despite a jittery start to the year, by mid-March the US technology sector had resumed its position as an outperformer versus the overall US ...

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Equity

A Golden Opportunity?

Precious metals and mining stocks generally struggled in 2015 amid multi-year lows for both precious and industrial metals prices, but 2016 is off ...

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Equity

Meet the Manager: Michael McCarthy

At an age when most children are digging in a sandbox, Michael McCarthy was digging out of a sand trap. In the decades since he picked up his ...