Beyond Bulls & Bears

Two Reasons US Equities May Keep Climbing into 2020
Equity

Two Reasons US Equities May Keep Climbing into 2020

"When we look at the data and what’s going on in the market, we believe this late-cycle period can last much longer than people expect." – Grant Bowers, portfolio manager, Franklin Equity Group

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

US Equity Market: Are Things as Good as They’ll Get?
Equity

US Equity Market: Are Things as Good as They’ll Get?

The US equity market’s ascent paused in October as investors digested rising rates, slowing global growth and the persistent question: “Are things as good as they’ll get?” As many observers expect further turbulence ahead, Franklin Equity Group’s Grant Bowers shares his view on US equities, the economy, and how to stay focused on long-term investing in a volatile market.

Why We Think the US Equity Bull Market Could Keep Running into 2019
Equity

Why We Think the US Equity Bull Market Could Keep Running into 2019

Now that the US equity bull market has officially hit the history books as the longest on record, some observers are concerned it could soon stumble. Grant Bowers, vice president and portfolio manager, Franklin Equity Group, outlines why he thinks it could keep running into 2019.

US Equities: Policy Smoke or Solid Pillars?
Equity

US Equities: Policy Smoke or Solid Pillars?

"We continue to see potential opportunities in many sectors of the market, but one area we are particularly excited about is the technology sector. Even more exciting and less obvious are the behind-the-scenes, technology-driven transformations taking place in many industries outside of the technology sector." - Grant Bowers, Franklin Equity Group

Volatility Is Not an Indicator of US Recession
Equity

Volatility Is Not an Indicator of US Recession

Signs of a global economic slowdown have impacted the US equity market this year and led to discussions about a possible recession in both the US ...

Connecting with the “Internet of Things”
Education

Connecting with the “Internet of Things”

While many consumers are still getting used to having a computer in their pocket or purse, technological innovators have even more tricks up their ...

Two Pillars Support US Growth: Consumers and Corporates
Equity

Two Pillars Support US Growth: Consumers and Corporates

With both the US economy and equity market recording generally solid growth since the financial crisis ended in 2009, some investors may be ...

2015 Investment Outlook: US Economy May Be Poised for Further Growth
Equity

2015 Investment Outlook: US Economy May Be Poised for Further Growth

Grant Bowers and Matt Moberg, portfolio managers and research analysts, Franklin Equity Group®, offer their outlook on the US economy. They ...

Are US Stocks Reacting Rationally?
Equity

Are US Stocks Reacting Rationally?

When major market indexes reach new heights, some investors may become wary. Given that the US stock market has enjoyed robust total returns over ...

Fundamentals Support Our Positive US Outlook
Equity

Fundamentals Support Our Positive US Outlook

It took a while, but investors finally seem to have shaken off some of the lingering fear that has plagued the US equity market since the ...

Politics Secondary to US Equity Fundamentals
Alternatives

Politics Secondary to US Equity Fundamentals

It’s easy to get caught up in the tense drama surrounding the government shutdown and the debt ceiling squabble between Congressional Republicans ...