Beyond Bulls & Bears

Trade War: The Second Front
Equity

Trade War: The Second Front

“In our view, both the China and Mexico trade wars could be long-drawn affairs, as both fronts (jobs/immigration) cater to President Trump’s voter base, and the president has bipartisan support for the one with China.” – Stephen Dover, Head of Equities

Cutting through the Noise: Trump, Trade and Twitter
Multi-Asset

Cutting through the Noise: Trump, Trade and Twitter

“Could Trump’s words have a long-term impact on global stock markets? At the moment, the leading economic indicators, especially in the United States, continue to point to robust growth.” – Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Hasenstab: How AMLO and Mexico Can Avoid a Populist Fate
Fixed Income

Hasenstab: How AMLO and Mexico Can Avoid a Populist Fate

“While Mexico’s new president, Andrés Manuel López Obrador, has shown some populist impulses, such as expanding pension benefits or broadly handing out scholarships, his team appears aware of the pitfalls that often await governments that disrupt confidence in their country’s financial markets.” - Michael Hasenstab

Emerging Markets: Mapping the Opportunities
Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...

Global Macro Imbalances and Opportunities
Emerging Markets

Global Macro Imbalances and Opportunities

Being a contrarian-minded investor isn’t easy at times—it’s difficult to stay fixed to one’s long-term convictions when the markets may not be ...