Beyond Bulls & Bears

US Government Shutdown Paused for Now: Assessing the Economic Impact
Equity

US Government Shutdown Paused for Now: Assessing the Economic Impact

The longest-ever US government shutdown has finally ended—at least temporarily—while negotiations continue over funding of a US-Mexico border wall. While the government will be reopened at least until February 15, the economic implications of the shutdown and the potential for more disruption ahead has become a source of concern to many global investors. Stephen Dover, Head of Equities for Franklin Templeton, outlines some considerations.

Putting Equity-Market Turbulence into Context
Multi-Asset

Putting Equity-Market Turbulence into Context

Many equity investors were no doubt happy to put 2018 in the rear-view mirror. The heightened volatility in the fourth quarter of the year in particular took many investors by surprise—but what is often missing in the discussions about the volatility is that it didn’t stem from a broad deterioration in economic fundamentals, according to Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions. And, he notes investors had become so used to low levels of volatility that 2018 actually marked a return to “normal levels.”

PODCAST: Making Sense of Recent Market Action
Perspectives

PODCAST: Making Sense of Recent Market Action

After a turbulent end to 2018, early January brought some relief for equity investors, but there certainly are no shortage of uncertainties about the year ahead. Three of our senior investment leaders recently participated in panel discussion about what they see affecting investor sentiment, how they think changes in monetary policy are influencing market action and why they don’t see a US recession this year.  

PODCAST: Market Volatility: The Factors, Risks and Opportunities
Multi-Asset

PODCAST: Market Volatility: The Factors, Risks and Opportunities

Our emotional reactions can influence our behavior in many ways—including investing. When markets face heightened volatility, many investors start to panic in fear—sometimes to the detriment of their long-term financial goals. Wylie Tollette, head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions, looks at the factors driving the latest bout of market volatility, including the impact of short-term investor behavior. He says times of volatility present opportunities to rebalance one’s portfolio, but adds investors shouldn’t wait for the market to tumble to start thinking about risk management.

What We Think is Causing Recent Equity Market Volatility
Equity

What We Think is Causing Recent Equity Market Volatility

In the past few months, equity investors have had to cope with something they hadn’t experienced for a while—volatility. While the ups and downs can be unsettling, volatility can also create opportunities for long-term investors. Stephen Dover, our head of Equities, takes a look at where he sees them emerging and breaks down the root causes of the recent market turmoil.

Risk On, Risk Off, or Risk Uncertain?
Alternatives

Risk On, Risk Off, or Risk Uncertain?

While big market swings can be unsettling to many investors, there are a number of alternative investment strategies that aim to turn volatility into opportunity, according to K2 Advisors' Brooks Ritchey and Robert Christian. They outline some of the market challenges they see ahead, and why they believe certain hedge strategies could find fertile ground.

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. 

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors
Alternatives

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“While things remain relatively tranquil on the surface, macroeconomic concerns―including geopolitical hot spots, growing political uncertainty in Europe, trade wars and major central bank policy divergence—all pose legitimate problems for market stability. In addition, perhaps one the most overlooked concerns today is the threat of continued rising interest rates in the United States.” - K2 Advisors, July 26, 2018.

Talking Trade Tensions, Inflation and Volatility
Multi-Asset

Talking Trade Tensions, Inflation and Volatility

Global growth has been accelerating, but there are a few potential headwinds that could cause it to stall. Three of our senior investment leaders—Ed Perks, Chris Molumphy and Stephen Dover—recently participated in a panel discussion on the potential impact of trade tensions, inflation and other issues on their radar.

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.

Symmetry Policy: How to Adapt to a More Volatile Market Environment
Equity

Symmetry Policy: How to Adapt to a More Volatile Market Environment

“Unusually subdued levels of volatility during 2017 possibly lured some investors into a false sense of security. But as precipitous market moves in early February and late March suggested a return to more historically normal levels of volatility, the question for investors now is how to adapt their approach to the new environment.” Dylan Ball, Templeton Global Equity Group

Growth and Value Investing: A Complementary Approach
Equity

Growth and Value Investing: A Complementary Approach

Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles. While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn’t have to be an either-or proposition.