Beyond Bulls & Bears

Assessing a Divided Congress and Market Fundamentals
Multi-Asset

Assessing a Divided Congress and Market Fundamentals

“In general, we think a divided Congress will likely leave the overall direction of policy unchanged. We don’t see major changes to tax, spending or trade policies.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

Italian Politics + US Trade Tariffs = Market Turmoil
Equity

Italian Politics + US Trade Tariffs = Market Turmoil

There seems to be no shortage of market-moving events of late, and no shortage of market volatility. In recent days, oil has hit a four-year high, Italy has been thrust into the spotlight amid a political crisis and trade-war fears between the United States and several of its key allies have again flared up after US President Donald Trump’s administration slapped them with tariffs. Katrina Dudley, portfolio manager and research analyst with Franklin Mutual Series, weighs in on it all.

1-on-1 With Michael Hasenstab: Market Changes and Challenges
Fixed Income

1-on-1 With Michael Hasenstab: Market Changes and Challenges

Take an around-the-world market tour with Templeton Global Macro CIO Michael Hasenstab in our latest “Talking Markets” podcast. Hasenstab shares his thoughts on navigating today’s market challenges. He covers recent market volatility, inflationary threats in the United States, upcoming elections in Latin America, potential “fault lines” in Europe and credit risk in China.

Keeping Calm When Volatility Strikes
Perspectives

Keeping Calm When Volatility Strikes

While volatile markets occasionally present a challenge for global investors, a knee-jerk reaction is rarely the best response. With careful consideration, the benefit of experience and an active approach, we believe periods of market turmoil can often be a time of great opportunity.

A Few Words about Market Volatility
Perspectives

A Few Words about Market Volatility

Concerns over China’s economic growth rate and collapsing oil prices have roiled financial markets in the first days of 2016, so it’s ...

A Practical Approach to Tech Investing
Equity

A Practical Approach to Tech Investing

Although the stock market seems to have regained its footing after a particularly volatile couple of months, it’s understandable that some ...

Digging Deep for Value in Volatility
Equity

Digging Deep for Value in Volatility

Selloffs like those seen recently in US equities have provided a respite from soaring share prices for deep value investors, and they have been ...

A New Year’s Vantage Point: Michael Hasenstab

A New Year’s Vantage Point: Michael Hasenstab

Of Irish and Fiscal Cliffs

Of Irish and Fiscal Cliffs

Picking Stocks, Stock-by-Stock

Picking Stocks, Stock-by-Stock

Dipping a Toe Back Into the Market

Dipping a Toe Back Into the Market

Hasenstab Sticks to His Guns

Hasenstab Sticks to His Guns