Beyond Bulls & Bears

Allocation Views: Taking a Nimble Approach to 2020
Multi-Asset

Allocation Views: Taking a Nimble Approach to 2020

Although easing US-China trade tensions have renewed investor optimism about global economic growth, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer still see some potential geopolitical headwinds on the horizon. In the latest edition of “Allocation Views,” they share their concerns and explain why they continue to believe navigating challenges in the year ahead will require nimble management.

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