Beyond Bulls & Bears

Three Tenets for Investing in Innovation
Equity

Three Tenets for Investing in Innovation

“When we look across the global investment landscape, we see innovation accelerating at a faster pace than ever.” – Matt Moberg, Franklin Equity Group

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?
Equity

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?

With so much new technology being adopted into our everyday lives, what will stand the test of time, and what will simply be a passing phase? Franklin Equity Group’s Matt Moberg argues active management is crucial to weeding out the life-shaping technologies from the hype.

Innovation Stretches Beyond Labels
Equity

Innovation Stretches Beyond Labels

“We broadly agree with the GICS reclassification and believe the new sector homes for many stocks will better reflect their core business lines. However, we might suggest the GICS reform doesn’t go far enough. As long-term investors, we classify companies according to their ‘end-market,’ or the need that is being met.” – Matthew Moberg, Franklin Equity Group

Why There’s Never Been a Better Time to Invest in Innovation
Equity

Why There’s Never Been a Better Time to Invest in Innovation

“Now, more than ever, we see innovation as the main driving force behind value creation in the global economy. As growth-oriented investors, we believe one must invest in innovation across industries to have the potential to outperform the market.” – Matthew Moberg, Franklin Equity Group

Addressing Always-Connected Technology
Equity

Addressing Always-Connected Technology

"We believe the transition to technology-on-demand will likely integrate technology even further in our day-to-day lives in the years ahead.” - Matt Moberg, Franklin Equity Group

The Cutting Edge: Not Just for Tech Companies Anymore
Equity

The Cutting Edge: Not Just for Tech Companies Anymore

"The ‘military grade’ cybersecurity technology that we expect will be developed may eventually become the standard for the private sector, which will likely be a boon to sectors such as financials and utilities, which tend to be more vulnerable to cyber attacks than others." - Serena Perin Vinton and Matt Moberg, Franklin Equity Group®

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 ...

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 ...

Long-Term Opportunity in Tech Sector Volatility
Equity

Long-Term Opportunity in Tech Sector Volatility

The technology sector seems to have again demonstrated just how frustrating markets can be. An investor favorite last year, the sector has been ...