Beyond Bulls & Bears

Europe’s “Man on the Moon” Moment
Equity

Europe’s “Man on the Moon” Moment

While 2020 brought many challenges and uncertainties for investors in Europe, Franklin Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi see reasons to be optimistic about the future. They outline positive long-term attributes many may be overlooking.

Preparing the Post-Pandemic Playbook
Multi-Asset

Preparing the Post-Pandemic Playbook

Ongoing uncertainty around the COVID-19 pandemic has strengthened headwinds to global growth, says Franklin Templeton Investment Solutions CIO Ed Perks. In his 2021 investment outlook, he says nimble and diversified positioning is key to effective investment strategies.

A Year of Lingering Uncertainty, but Ample Global Opportunities
Equity

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.

Why Digital Transformation Will Transcend This Pandemic
Equity

Why Digital Transformation Will Transcend This Pandemic

Franklin Equity Group’s Jonathan Curtis explains why he believes the pandemic marked the beginning of many companies’ digital journeys.

A Small-Cap Value Analyst’s View on US P&C Insurers
Equity

A Small-Cap Value Analyst’s View on US P&C Insurers

Franklin Small Cap Value Fund Assistant Portfolio Manager and Research Analyst Nick Karzon gives five reasons why we continue to see attractive long-term opportunities for select small-capitalization (small-cap) property and casualty (P&C) insurers.

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.

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.

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.

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.

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
Perspectives

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty

With just one day until the November 3 US elections, our Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International's Gene Todd for a discussion about what they are keeping an eye on as investors. They explain why they think in times of uncertainty it’s so important to keep a long-term view, and why potential investment opportunities abound no matter who is in the White House.

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth
Fixed Income

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth

Our Head of Equities, Stephen Dover, and Western Asset’s CIO, Ken Leech, believe global stimulus and the likely longer availability of zero or negative interest rates will support the path to growth in 2021. And China will continue its growth path to becoming a bigger part of the global financial community.

Tax-Loss Harvesting: A Silver Lining for Single-Country ETFs?
LibertyShares

Tax-Loss Harvesting: A Silver Lining for Single-Country ETFs?

While the subject of taxes would probably elicit a yawn as dinner party conversation (assuming dinner parties happen again at some point), it’s something many investors need to contemplate as year-end approaches. David Mann, our Head of ETF Capital Markets, discusses the concept of tax-loss harvesting and how it can be a silver lining for investors in single-country exchange-traded funds (ETFs).