Beyond Bulls & Bears

Biotech Innovations Remain at Forefront
Equity

Biotech Innovations Remain at Forefront

The first quarter of 2021 was challenging for investors in biotechnology, but Franklin Equity Group Portfolio Managers Evan McCulloch, Wendy Lam and Akiva Felt believe the second half of the year will likely bring welcome tailwinds for the industry. They offer an update on investment opportunities they see, and why they believe biotech companies will remain at the forefront through the pandemic period and beyond.

Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
Perspectives

Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan

The American Jobs Plan is not only the biggest traditional infrastructure proposal in over 50 years, but if approved, it will also fund significant investments in human and environmental infrastructure. However, its implications include significant changes to corporate and individual tax rates. Chief Market Strategist Stephen Dover believes environmentally aware investing will likely substantially increase and fossil-fuel companies will likely lose. He says the wise investor will look at how infrastructure is changing.

State and Local Governments Get Shot of Stimulus
Fixed Income

State and Local Governments Get Shot of Stimulus

Another round of stimulus totaling $1.9 trillion is making its way through the US economy, with hopes it will trigger a sharp rebound from the ravages of COVID-19. The relief package includes funds for individual state and local governments, which should help shore up some lost tax revenues and close budget gaps. Jennifer Johnston discusses the implications for municipal bond investors, noting that where these entities direct the funds will be crucial.

Secular Tailwinds Prevail Across Market Cycles
Equity

Secular Tailwinds Prevail Across Market Cycles

With global equities trading near record highs, many investors are questioning the potential for continued gains going forward. Franklin Equity Group's Matt Moberg believes we are still experiencing a rich backdrop to invest in innovation as many discrete advancements are becoming economically viable in the economy today. 

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
Perspectives

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Our latest "Talking Markets" podcast examines post-pandemic shifts in priorities and behaviors for companies and investors using environmental, social, and corporate governance strategies.