Beyond Bulls & Bears

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs
Perspectives

PODCAST: Unlocking Innovation: Strategies from Silicon Valley CEOs

Most companies want to be innovators in their field, but how does a company foster innovation? In our latest “Talking Markets” podcast, a panel of accomplished Silicon Valley CEOs—including Franklin Templeton’s Greg Johnson—discuss how to drive and nurture a culture of innovation within their employees.

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer
Equity

FOMO? Investors Fear Missing Out as Companies Stay Private for Longer

Many companies are staying private for longer before deciding to go public—if they do so at all. But what does that mean for investors? Our Head of Equities, Stephen Dover, says the type of gains many stocks have seen right after their public-market launches could be a thing of the past. He also makes the case that this private-for-longer trend favors active managers who can invest in these companies at a potentially faster stage of growth.

On My Mind: Embracing Tech Disruption—Four Lessons For Fixed Income Investors
Fixed Income

On My Mind: Embracing Tech Disruption—Four Lessons For Fixed Income Investors

 The impact of innovation on productivity, economic growth and global trade will be more profound than most people realize, according to Franklin Templeton Fixed Income CIO Sonal Desai. She shares her thoughts on the subject and other key takeaways from our annual Global Investment Forum in San Francisco.

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.

Three Technology Titans Reshaping Retail
Equity

Three Technology Titans Reshaping Retail

Powerful retailing disruptors are reshaping expectations about shopping and shipping by digitizing retail markets across the globe. New conveniences such as ordering groceries with a simple voice command are upending the old-world order. In this excerpt from the latest edition of FT Thinks: “Three Technology Titans Reshaping Retail,” senior equity analysts across our Growth, Value and Emerging Markets teams compare how three retailing giants tailor technology to fit local customs, lifestyles and payment abilities.

What Really Stood Out at the 2019 US Consumer Electronics Show
Equity

What Really Stood Out at the 2019 US Consumer Electronics Show

“In our view, it’s important to understand the difference between a commercially viable product and a design concept. At the Consumer Electronics Show, we try to avoid becoming overly excited by product announcements that don’t include a firm price point or a launch date.”– Franklin Equity Group

PODCAST: AI and Machine Learning: A View from Silicon Valley
Equity

PODCAST: AI and Machine Learning: A View from Silicon Valley

Whether most of us realize it or not, Artificial Intelligence (AI) has become part of our daily lives. In our latest Talking Markets podcast, two Silicon Valley executives from AI-oriented businesses—Ed Abbo and Alston Ghafourifar—join Franklin Equity Group Research Analyst Ryan Biggs to discuss the state of AI technology, and the urgency for businesses to transform.

PODCAST: Talking Tech in an Era of Digital Transformation
Equity

PODCAST: Talking Tech in an Era of Digital Transformation

Investors became more risk-averse in October amid a number of market uncertainties, causing sentiment to sour on the technology sector. In our latest “Talking Markets” podcast, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, opines on factors causing the market’s recent volatility and why he sees tech-sector valuations as reasonable today. He also discusses the digital transformation that’s reshaping nearly every industry and creating new areas of opportunity for investors. 

Standing Up to Disruption: The Future for Card Payment Systems
Equity

Standing Up to Disruption: The Future for Card Payment Systems

“We believe there are pockets of potential investment opportunities among payment service providers with disruptive technologies and business models―those looking to consolidate the merchant acquirer and processor space with a single-platform approach―and companies with e-commerce platforms that have integrated omni-channel payments support.” - Diana Keenan, Franklin Equity Group®

Perspectives on Disruption
Equity

Perspectives on Disruption

“In recent years, we’ve seen a number of developments that suggest investors should rethink what they thought they knew. Countless reports have focused on how new technologies, such as self-driving cars, will disrupt global industries. Yet, some disruptions outside the domain of technology get much less attention." – Stephen Dover, Franklin Templeton Investments

Why Tech-Sector Volatility Doesn’t Worry Us
Equity

Why Tech-Sector Volatility Doesn’t Worry Us

While a few companies in the US technology space have been in the hot seat lately, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, is largely unfazed. He said temporary “blips” affecting certain stocks are par for the course as consumers get used to new technologies—and how they impact our lives. He sees the overall long-term fundamental backdrop for the sector as sound.

Banking Sector Under the Microscope
Fixed Income

Banking Sector Under the Microscope

“US banks have traditionally faced heavy tax burdens, which feeds into their bottom line. As such, I think recent US tax reform looks to be positive for banks.” – Shawn Lyons, Franklin Templeton Fixed Income Group