Beyond Bulls & Bears

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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.

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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

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Perspectives

Three Things to Think about When It Comes to Trade

The drumbeat of global trade tensions may have softened for a bit as other geopolitical noise grew louder, but it never really went away. Here, investment leaders from Franklin Templeton explain why they aren’t concerned about a trade war—at least not yet.

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Multi-Asset

Assessing the Impact of US Metal Tariffs

“If a trade war develops and slows global growth in an environment of higher inflation and higher budget deficits, we think most global stock markets are likely to fall in tandem.” – Stephen Lingard, Franklin Templeton Multi-Asset Solutions

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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.

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Multi-Asset

How Safe Is NAFTA?

“With trade skirmishes opening up on multiple fronts, we think the United States may feel increased pressure to get a NAFTA deal done ahead of this summer. That’s when the Mexican presidential election and US mid-term election campaigning will be in full swing. Otherwise, the United States risks attempting to win a trade war on multiple fronts, which tends to end badly if history is any guide.” – Stephen Lingard, Franklin Templeton Multi-Asset Solutions

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Equity

A Year for Value?

While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic ...