Beyond Bulls & Bears

Month: November 2020

US 2020 Election Investment Pulse: Why Fixed Income Now
Fixed Income

US 2020 Election Investment Pulse: Why Fixed Income Now

With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.

Douglas Hulsey |
US 2020 Election Investment Pulse: Neutral to Positive for Municipals
Fixed Income

US 2020 Election Investment Pulse: Neutral to Positive for Municipals

Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications of the US elections for the municipal bond market, against a backdrop of COVID-19.

Jennifer Johnston |
Monitoring Biotech’s Race for a Vaccine
Equity

Monitoring Biotech’s Race for a Vaccine

Franklin Equity Group's Evan McCulloch and Wendy Lam give their take on when a COVID-19 vaccine could be available for public use.

Wendy Lam, Ph.D. |
On My Mind: Knowledge Drives Confidence, Confidence Drives Growth
Fixed Income

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth

The Franklin Templeton–Gallup Economics of Recovery Study has heralded some interesting results in regard to the attitudes and behavior of Americans in response to the ongoing pandemic—and what developments could change both. Our Fixed Income CIO Sonal Desai shares her thoughts on the latest wave of survey findings, including the value of trusted advice in navigating financial and investment concerns.

Sonal Desai, Ph.D. |
US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
Alternatives

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

David Gilbert |
US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View
Perspectives

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.

Michael Hasenstab, Ph.D. |
US 2020 Election Investment Pulse: Positive for Europe
Perspectives

US 2020 Election Investment Pulse: Positive for Europe

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritized. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.

Katrina Dudley, CFA |
US 2020 Election Investment Pulse: Time for Strategy Rotation
Alternatives

US 2020 Election Investment Pulse: Time for Strategy Rotation

Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commodity, currency, equity and fixed income markets, particularly in the United States and emerging markets. They also take a look at why “rotation” is the word of the week for many of K2’s hedge strategies.

Brooks Ritchey |
US 2020 Election Investment Pulse: Opportunities in Equity Sectors
Equity

US 2020 Election Investment Pulse: Opportunities in Equity Sectors

Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity Group Portfolio Manager Grant Bowers to discuss what the latest election results likely mean for the technology and health care sectors. They also share their thoughts on potential investment opportunities in other sectors in a global landscape defined by COVID-19.

Alan Bartlett |
US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk
Multi-Asset

US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk

As investors await the US presidential election’s final outcome, our Head of Equities Stephen Dover joined Franklin Templeton Investment Solutions’ Gene Podkaminer to discuss why they think it is increasingly vital for a divided US Congress to provide additional fiscal stimulus to get the US economy back on track amid the COVID-19 pandemic. They also share their views on how certain macroeconomic factors, such as inflation and growth, as well as fiscal and monetary policy, could affect potential investments across global asset classes.

Gene Podkaminer, CFA |
US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty
Equity

US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty

While the race for US president has not yet been decided, it does appear there is some certainty over the Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers. Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on why this might be a good thing for equities.

Scott Glasser |
US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery
Perspectives

US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery

In our latest Election Pulse, our Head of Equities Stephen Dover is joined by Franklin Templeton Fixed Income CIO Sonal Desai and Gallup's Jonathan Rothwell to discuss survey findings on COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.

Sonal Desai, Ph.D. |