Beyond Bulls & Bears

PODCAST: Midyear Outlook: Reining in Risk
Perspectives

PODCAST: Midyear Outlook: Reining in Risk

Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy’s foundation? Our senior investment leaders share their views on investing in uncertain times and how their outlooks have changed from earlier this year. They weigh in on market divergence, whether there is simply too much focus on the US Federal Reserve, where they see pockets of opportunity and how they are looking to play defense.

US/China Trade Tensions Are Testing Investors’ Nerves
Equity

US/China Trade Tensions Are Testing Investors’ Nerves

The war of words between the Trump administration and China threatens to break out into a full-scale trade war. Franklin Templeton Head of Equities, Stephen Dover, considers the reaction of global investors and puts the current US stock market environment into perspective. And he considers some other issues that are contributing to markets’ cautious sentiment.

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.