Beyond Bulls & Bears

Brexit Saga Meets Trade Roadblocks
Fixed Income

Brexit Saga Meets Trade Roadblocks

The United Kingdom officially left the European Union in January of this year, but issues remain in the Brexit saga, namely trade relations. David Zahn, our Head of European Fixed Income, weighs in on the odds no deal will be reached by year-end—and the market implications.

PODCAST: US Election Heightens Pandemic Uncertainty
Multi-Asset

PODCAST: US Election Heightens Pandemic Uncertainty

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their insights on the upcoming US election as well as the continued impact of the COVID-19 pandemic on investment and economic activity. They also share their views on whether cities will ultimately survive amid the work-from-home movement that could remain a longer-term trend.

Still Looking for Alternatives? How about Real Assets?
Multi-Asset

Still Looking for Alternatives? How about Real Assets?

Ed Perks and Gene Podkaminer of Franklin Templeton's Multi-Asset Solutions team discuss the attractions of alternative assets that can offer natural portfolio diversification. Over a longer-term horizon, they continue to believe global stocks have greater performance potential than global bonds, or alternatives, but this outlook will not be reached along a smooth path.

A Value Investor’s View on US Small-Cap Stocks
Equity

A Value Investor’s View on US Small-Cap Stocks

While investors have recently favored bigger US companies, our Steve Raineri gives five reasons why he believes that might change.

On My Mind: Saving for Sunnier Days
Fixed Income

On My Mind: Saving for Sunnier Days

The Franklin Templeton-Gallup Economics of Recovery Study has unveiled many insights about US consumer attitudes and behavior in the wake of COVID-19. Our Fixed Income CIO Sonal Desai examines findings from the survey’s second pulse, including encouraging signs confidence has found a floor.

Three Ways to View the Gold Rally from an Equity Viewpoint
Equity

Three Ways to View the Gold Rally from an Equity Viewpoint

Despite reaching all-time highs above $2,000 per troy ounce this summer, gold prices might still have room to run, according to Franklin Equity Group’s Steve Land. In addition, he shares some reasons why the current environment could present new opportunities for gold-focused miners to redefine themselves as stronger businesses.

US Election: Implications across the Pond
Fixed Income

US Election: Implications across the Pond

This November’s US presidential election pits Donald Trump against Democratic nominee Joe Biden, a longtime politician who represents a more progressive policy approach. Our Head of European Fixed Income David Zahn breaks down the implications of the US election for Europe, and why many of Biden’s policies line up more closely with European views.

The Fourth Industrial Revolution Is Just Beginning
Equity

The Fourth Industrial Revolution Is Just Beginning

Franklin Equity Group’s Matt Moberg explains how the current pace of innovation is driving productivity gains—and accelerating economic growth.

Quick Thoughts: Political Volatility Ahead
Equity

Quick Thoughts: Political Volatility Ahead

Our Head of Equities Stephen Dover explains why he thinks possible changes to the US political landscape could lead to further bouts of market volatility.

Innovation Is Everywhere: Five Platforms for Growth
Equity

Innovation Is Everywhere: Five Platforms for Growth

Franklin Equity Group’s Matt Moberg explains how innovation can be found in any part of the economy and where his team is uncovering it for their portfolio.

Quick Thoughts: Active Investors Wake Up Before a Revolution
Equity

Quick Thoughts: Active Investors Wake Up Before a Revolution

The world is waking up the 4th Industrial Revolution, with the impact of COVID-19 accelerating many changes already underway, says our Head of Equities, Stephen Dover. He opines on how underlying fundamental disruptions in our economy can present opportunities for active investors.