Beyond Bulls & Bears

Energy Markets in View
Equity

Energy Markets in View

Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.

Is Brazil Compellingly Out of Sync?
Perspectives

Is Brazil Compellingly Out of Sync?

The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.

Asset Class Implications of the Russia-Ukraine Conflict
Equity

Asset Class Implications of the Russia-Ukraine Conflict

Russia has invaded Ukraine. Our Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. If the conflict remains protracted, it may produce a “low growth, high inflation” environment, in which case nimble management and keen attention to policy responses will be required.

Thoughts on Russia-Ukraine
Equity

Thoughts on Russia-Ukraine

The degree of the impact of recent Russia-Ukraine strife largely depends on the Western response, which in turn depends on the severity and duration of the conflict itself, according to Templeton Global Equity Group. The team shares its latest views on the situation.

Quick Thoughts: On the US Markets and Volatility
Perspectives

Quick Thoughts: On the US Markets and Volatility

With rising inflation, interest rate hikes, declining global growth, and geopolitical tensions around the world, it is not surprising market volatility has been surging. What should investors expect going forward? This past week Stephen Dover discussed these topics and more with colleagues Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Mark Lindbloom, Portfolio Manager for Western Asset.

Global Plays on Inflation for 2022
LibertyShares

Global Plays on Inflation for 2022

When considering portfolio allocation, it’s important to keep in mind the wide dispersion of returns among economies. Dina Ting, Franklin Templeton’s Head of Global Index Portfolio Management, assesses the recent dislocation among global equity returns, with a look at one notable inflation outlier—Japan.

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong
Perspectives

PODCAST: Anatomy of a Recession: Changing Conditions but US Economy Remains Strong

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, provides his latest look at the health of the US economy. We hear about the number one factor driving consumer sentiment down to recessionary levels, three reasons why inflation may not last long term, and what may lie ahead after the Federal Reserve begins to taper and raise interest rates. 

The Supply-Chain Storm: Planes, Cranes, and Automobiles
Multi-Asset

The Supply-Chain Storm: Planes, Cranes, and Automobiles

Supply-chain issues are often cited in the current debate about inflation—and aren’t going away as quickly as consumers and businesses would like. Our Franklin Templeton Investment Solutions team explores how supply chains became stuck, whether they will loosen up in 2022, and the implications for multi-asset investors.

The Liquidity Unicorn: Are any ETFs Truly Bulletproof During Market Stress?
LibertyShares

The Liquidity Unicorn: Are any ETFs Truly Bulletproof During Market Stress?

In the ongoing discussion about liquidity and exchange-traded funds (ETFs), David Mann, Head of Global ETFs Capital Markets, examines a recent report outlining how ETFs have navigated the pandemic. He says it provides some validation that lower-volume funds are not all that different than higher-volume ones in navigating such crisis periods.

(ETF) Anniversaries and Taxes
LibertyShares

(ETF) Anniversaries and Taxes

As we celebrate the holiday season and ponder what we are thankful for, it’s also time to take stock of one’s investments. Here, David Mann, Head of Global Exchange-Traded Funds (ETFs) Capital Markets, opines on an ETF anniversary he’s thankful for—and offers some tax-planning food for thought.

Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments
Equity

Inflation Insulation: Navigating the Nuances of Inflationary and Rising-Rate Environments

Moderate inflation can be good, especially for some value stocks. Christian Correa breaks down why investors should not be afraid of the current inflationary or rising rate environments and explains how they can actually help some businesses and areas of the equity market.

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?
Equity

Quick Thoughts: What Our Managers Think: Do Growth or Value Stocks Have the Upper Hand?

While “growth” and “value” have typically been seen as distinct styles, that type of thinking continues to evolve, according to our investment professionals. For Stephen Dover, Head of Franklin Templeton Investment Institute, the real issue is how to invest where you are best rewarded.