Beyond Bulls & Bears

A Hard Brexit Would Remove Uncertainty for Markets
Fixed Income

A Hard Brexit Would Remove Uncertainty for Markets

"Two and a half years ago, with all the options for a negotiated Brexit on the table, a Hard Brexit seemed to be the worst-case scenario. Now, markets may feel that it’s preferable to bring an end to the uncertainty and accept the short-term pain." David Zahn, Head of European Fixed Income

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.

European QE: Has It Been Worth the Effort?
Fixed Income

European QE: Has It Been Worth the Effort?

Despite unprecedented accommodative monetary policy, including near-record-low interest rates and a massive asset-buying program, the eurozone’s ...

Europe: Back to Business
Equity

Europe: Back to Business

After a contentious period of negotiations, the odds of a so-called “Grexit,” or Greek exit from the euro, were drastically reduced as Greece ...

Brexit Signs: Envisioning an EU Without the UK
Equity

Brexit Signs: Envisioning an EU Without the UK

The victory of the center-right Conservative Party in the recent UK election, while broadly welcomed by financial markets, has brought back to the ...

In the Know: Europe’s Capital Markets Union
Equity

In the Know: Europe’s Capital Markets Union

In the Know: Professionals at Franklin Templeton Investments offer a quick but insightful update on a pressing investment topic. Today, Templeton ...

The Eurozone Plots Its Long Road to Recovery
Fixed Income

The Eurozone Plots Its Long Road to Recovery

Growth in much of Europe is slow—some observers even say the economy is moving sideways. Lately, the eurozone seems to have more in common with ...

A Revolutionary Idea: Investing in Europe (even Russia)
Equity

A Revolutionary Idea: Investing in Europe (even Russia)

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russia’s annexation ...

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?
Equity

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

As the crisis in Ukraine and resulting geopolitical tensions between Russia and the West continues with no durable solution yet, many investors ...

European Bank Stocks: Time to Buy, or Bail?
Equity

European Bank Stocks: Time to Buy, or Bail?

In recent months, European banks have been under increased regulatory scrutiny, meeting the ire of regulators (in the United States in particular) ...

Standing By Convictions in European Equities
Equity

Standing By Convictions in European Equities

I believe the European Central Bank (ECB) in June gave compelling new reasons for investors to take an active interest in Europe.

ECB Leaves the Door Open for Further Action
Fixed Income

ECB Leaves the Door Open for Further Action

The European Central Bank (ECB) delivered a robust package of monetary policy measures on June 5 and promised more to come if needed to help stave ...