Beyond Bulls & Bears

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

Oil Prices Hit Four-Year High, but Will the Surge Continue?
Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

For the first time in a long while, geopolitics has been driving oil prices higher in an already tight market. With oil prices recently hitting a four-year high, Fred Fromm, vice president and research analyst with Franklin Equity Group, shares his views on the oil-price surge and how he sees buoyant economic growth and investor concern about Middle-East risks once again reshaping the global energy industry.

Will 2018 Be a Record Year for US Dividend Increases?
Equity

Will 2018 Be a Record Year for US Dividend Increases?

Since the passage of US tax reforms last December, some US companies have chosen to reward investors by boosting dividends. Citing sectoral trends, our investment leaders from Franklin Equity Group explain why they think that trend is likely to continue in select industries.

Is the Energy Sector Starting to Turn?
Equity

Is the Energy Sector Starting to Turn?

“Given the current lower-price environment, market volatility and future uncertainty, many investors have perceived oilfield services stocks as too risky. That, in turn, has led to more attractive valuations for these stocks that we believe could be creating attractive investment opportunities.” – Fred Fromm, Franklin Equity Group

An Exciting Time for the Energy Sector
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

Oil-Price Pessimism May Be Presenting Opportunities
Equity

Oil-Price Pessimism May Be Presenting Opportunities

While still volatile, oil prices have been edging higher in recent weeks after falling to the lowest levels since the global financial crisis of ...

Summer Slump Strikes Oil Again
Equity

Summer Slump Strikes Oil Again

For the second year in a row, oil prices have headed south for the summer. While this year’s decline hasn’t been as dramatic as last year’s, the ...

Are Lower Oil Prices Here to Stay?
Equity

Are Lower Oil Prices Here to Stay?

When oil prices are skyrocketing, production and exploration efforts tend to ramp up to capture the potential riches, spawning a popular adage: ...

Digging for Natural Resource Opportunities in 2014
Equity

Digging for Natural Resource Opportunities in 2014

The natural resources sector has been through a period of transition in the past year, one which has pushed many companies toward cost reduction ...

New Year’s Vantage Point: Fred Fromm, Steve Land and Matthew Adams

New Year’s Vantage Point: Fred Fromm, Steve Land and Matthew Adams

Drilling Into Fuel Prices

Drilling Into Fuel Prices