Beyond Bulls & Bears

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

Finding Value among Stretched US Valuations, Market Dislocations
Equity

Finding Value among Stretched US Valuations, Market Dislocations

“Of all the different macroeconomic and political factors that have been on investors’ minds over the last few months, we think interest rates are likely to be the most important. As we continue to see central banks reduce quantitative easing and move toward interest-rate normalization in the major regions of the world, we are going to continue to focus on the dislocations that this may cause for currencies, equity markets and valuations.” - Templeton Global Equity Group

Riding the US Liquefied Natural Gas Wave
Equity

Riding the US Liquefied Natural Gas Wave

“In many parts of the world, constructing pipeline infrastructure to transport natural gas isn’t practical, and domestic production of natural gas outside North America is struggling and on the decline in many countries. That’s why we expect to see an increase in demand for LNG as countries pursue more natural gas-driven policies. The natural gas liquefaction process cools, condenses and transforms the gas into a commodity that can be ferried around the world in specialized compression tankers.” – Matt Adams, Franklin Equity Group

Revisiting Corporate Credit amid Market Volatility
Multi-Asset

Revisiting Corporate Credit amid Market Volatility

“We are seeing firsthand how thriving corporate profitability has supported select corporate bonds at the fundamental level, seemingly in defiance of more aggressive US Federal Reserve policy and political and geopolitical challenges.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

Australia: Caught in the Middle of US-China Trade Tensions?
Fixed Income

Australia: Caught in the Middle of US-China Trade Tensions?

Franklin Templeton’s Managing Director of Australian Fixed Income, Chris Siniakov, shares his view on why a potential US-China trade war could negatively impact Australia’s education and tourism industries. That said, he’s not alarmed by recent trade headlines—at least not yet.

Will 2018 be a Banner Year for US Bank Stocks?
Equity

Will 2018 be a Banner Year for US Bank Stocks?

“In our view, select large-capitalization US banks are likely to benefit from a growing US economy, higher interest rates and a less-restrictive regulatory environment. As a result, we think they have room to increase dividends and stock buybacks as earnings improve and capital is freed up.” – Matt Quinlan, Franklin Equity Group