Beyond Bulls & Bears

Quick Thoughts: Oil Markets Are Lacking Energy
Equity

Quick Thoughts: Oil Markets Are Lacking Energy

Why did oil futures contracts turn negative for the first time ever? Our Head of Equities Stephen Dover gives his take.

Quick Thoughts: Promising COVID-19 Research Underway
Equity

Quick Thoughts: Promising COVID-19 Research Underway

Following the race to find a potential COVID-19 cure? Two of our senior investment leaders and a world immunology expert weigh in.

Quick Thoughts: Focus on Consumers
Equity

Quick Thoughts: Focus on Consumers

Our Head of Equities Stephen Dover gives his take on what the continued business shutdown due to the COVID-19 pandemic could mean for US workers, particularly those who are not currently earning a paycheck. He also shares why oil prices could remain subdued for a bit longer, and why he thinks tech companies could come to the rescue of tech startups.

Taking a Long-Term View on Innovation
Equity

Taking a Long-Term View on Innovation

Read why our Matt Moberg thinks five innovation themes will play a part in the recovery from COVID-19.

US Equities: Taking the Long View Through Today’s Uncertainties
Equity

US Equities: Taking the Long View Through Today’s Uncertainties

While the US economy continues to suffer the wrath of the coronavirus, a recovery will eventually come. Franklin Equity Group’s Grant Bowers provides his latest update on the US equity market, and what he and his team have an eye on with a long-term investment view.

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil
Equity

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil

Will commodity prices rebound once the coronavirus pandemic ends? Franklin Equity Group’s Fred Fromm gives his take.

Quick Thoughts: Living on “COVID” Time
Equity

Quick Thoughts: Living on “COVID” Time

The coronavirus has forced a number of behavior changes throughout societies across the globe, including how we work, shop and interact with others. Our Head of Equities Stephen Dover discusses how COVID-19 has impacted investor decisions, too.

PODCAST: Market Movements: Outlook and Valuations for US Equities
Equity

PODCAST: Market Movements: Outlook and Valuations for US Equities

Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis take an in-depth look at US equities following the latest market movements. They also share their outlooks for the technology and biotech sectors in particular.

Quick Thoughts: Biotech Progress in Addressing Coronavirus, but It Takes Time
Equity

Quick Thoughts: Biotech Progress in Addressing Coronavirus, but It Takes Time

With the coronavirus creating havoc across the globe, researchers are rushing to find better treatment options and a cure. Our Head of Equities, Stephen Dover, and Portfolio Manager Evan McCulloch outline a few of the efforts the medical and scientific communities are taking to combat the virus.

US Equity Market Update on Recent Volatility: Three Reasons for Optimism
Equity

US Equity Market Update on Recent Volatility: Three Reasons for Optimism

The impact of the coronavirus on the US economy still isn’t fully known yet, as the situation continues to evolve. However, Franklin Equity Group’s Grant Bowers sees at least three reasons to be optimistic about the long-term recovery.

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One
Equity

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One

In the midst of uncertainty, many investors act out of fear. As an alternative approach to responding to recent market turmoil, our Head of Equities Stephen Dover urges investors not to panic and consider the long-term view.

PODCAST: Preparing for a Recession: What’s Different from the Global Financial Crisis
Perspectives

PODCAST: Preparing for a Recession: What’s Different from the Global Financial Crisis

Uncertainty is gripping global markets as a result of the COVID-19 virus and oil price war. Stephen Dover, our Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, discuss navigating these market shocks.