Beyond Bulls & Bears

Taking a Long-Term View on Oil
Equity

Taking a Long-Term View on Oil

Franklin Equity Group’s Fred Fromm gives his take on global oil markets amid elevated tensions between the United States and Iran.

On My Mind: Will the US Economy Survive the Politics in 2020?
Fixed Income

On My Mind: Will the US Economy Survive the Politics in 2020?

The many gloomy predictions for 2019 did not come to pass, but can we be more optimistic for 2020? Franklin Templeton Fixed Income CIO Sonal Desai draws the key lessons from last year and outlines what she expects for the year ahead and her main concerns, with political uncertainty top of the list.

Active ETFs, Small ETFs and Other Trends to Watch in 2020
LibertyShares

Active ETFs, Small ETFs and Other Trends to Watch in 2020

As we kick off the new year, market prognosticators are busy making their 2020 predictions. David Mann, our Head of Capital Markets, Global Exchange-Traded Funds (ETFs), once offers some thoughts on trends and milestones within the ETF industry he thinks could come to fruition in 2020.

Considering Broad Investment Implications of US/Iranian Tensions
Multi-Asset

Considering Broad Investment Implications of US/Iranian Tensions

Our senior investment leaders recently met to discuss rising US/Middle East tensions. They share a few initial thoughts on the potential market implications.

Why Digital Transformation Should Remain Resilient in 2020
Equity

Why Digital Transformation Should Remain Resilient in 2020

“In our view, select companies enabling digital transformation are likely to outperform competitors in the years ahead.” – Jonathan Curtis, Franklin Equity Group

SECURE Act Passage Heightens Retirement Security
Education

SECURE Act Passage Heightens Retirement Security

A sweeping piece of legislation affecting how individuals save and invest for their retirement, known as the “SECURE Act,” has recently been signed into law. Our investment professionals talk about the implications of the Act, and how it can enhance the retirement security of millions of Americans. And, they outline some changes in the legislation that also affect college savings plans.

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020
Multi-Asset

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested. In our latest “Talking Markets” podcast, Franklin Templeton Fixed Income Group CIO Sonal Desai, Franklin Templeton Multi-Asset Solutions CIO Ed Perks and our Head of Equities Stephen Dover, share their outlook

Outlook for Municipal Bond Investing
Fixed Income

Outlook for Municipal Bond Investing

Municipal bonds can continue to provide a number of potential benefits for tax-sensitive investors as we move into 2020, according to Shelia Amoroso, director of Franklin Templeton Fixed Income Group’s Municipal Bond Department. However, following the strong results in 2019, she and the team expect total return potential to be muted in 2020, with likely increased volatility.

Allocation Views: 2020 Appears Tilted to the Downside
Multi-Asset

Allocation Views: 2020 Appears Tilted to the Downside

While US-China trade tensions and other concerns prompt a cautionary stance when it comes to risk assets, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer nonetheless remain positive about the US equity market in the year ahead, citing a number of long-term growth drivers that still remain in place. In the latest edition of “Allocation Views,” they share their 2020 outlook.

PODCAST: How a Broadening Stakeholder Base Shines a Light on Sustainability
Perspectives

PODCAST: How a Broadening Stakeholder Base Shines a Light on Sustainability

Around the world, societal demographic shifts are becoming evident, bringing long-standing assumptions and theses into question. Julie Moret, Head of ESG at Franklin Templeton, explains why investors should consider how companies are managing and navigating some of these broader drivers of change.

A Fixed Income View of 2020: Separating Sentiment from Fact
Fixed Income

A Fixed Income View of 2020: Separating Sentiment from Fact

Investors could be in for a bumpy year ahead, according to Franklin Templeton Fixed Income CIO Sonal Desai. She emphasizes the importance of separating the facts from the headlines, but also thinks it’s a good time to look to “de-risk” portfolios to some extent, while still remaining invested.