Beyond Bulls & Bears

Think locally, invest globally
Equity

Think locally, invest globally

Franklin Mutual Series explains how global investing may provide a path to better returns.

PODCAST: Investing in innovation–impacts of market volatility and shocks
Equity

PODCAST: Investing in innovation–impacts of market volatility and shocks

Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.

Inflation hedges: Fact and fantasy
Multi-Asset

Inflation hedges: Fact and fantasy

Equity markets have clearly taken notice of rising inflation—and not in a good way. Here, Gene Podkaminer and Chris Ratkovsky of Franklin Templeton Investment Solutions explore how different investments have performed during various inflation scenarios, which strategies or asset classes might provide an inflation hedge, and whether a “soft landing” economic scenario is possible.

Quality microcaps can weather the current storm
Equity

Quality microcaps can weather the current storm

Mutual Series’ Oliver Wong believes high-quality microcaps house hidden benefits, despite the extreme market declines seen in the first half of the year.

US equities: Opportunities amid turbulence
Equity

US equities: Opportunities amid turbulence

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.

Investing in infrastructure: Why now?
Alternatives

Investing in infrastructure: Why now?

Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. Shane Hurst, Portfolio Manager with ClearBridge Investments, discusses the opportunities and potential income benefits for investors in the space today.

Where have all the 100-yen stores gone?
Equity

Where have all the 100-yen stores gone?

Templeton Global Equity Group explores the legacy of Abenomics, the emergence of inflation in Japan, and finding value opportunities there.

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market
Equity

PODCAST: Anatomy of a recession–deteriorating economic conditions with continuing bear market

In our latest "Talking Markets" podcast, Jeff Schulze of ClearBridge Investments shares his thoughts on finding opportunities within a bear market and potential paths to a “soft landing” in the United States.

Communications breakdown: The broadband wasteland
Equity

Communications breakdown: The broadband wasteland

In the second of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series maps out cable companies’ rocky traverse to new territory and reveals areas where she sees opportunities abound.

Communications breakdown: The great subscriber shuffle
Equity

Communications breakdown: The great subscriber shuffle

In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.

Turbulence ahead
Perspectives

Turbulence ahead

The US Fed just made the biggest interest-rate increase since 1994. Should we be worried? Stephen Dover, Head of Franklin Templeton Institute, discusses the rising risk of a recession.

The future of food is technology
Perspectives

The future of food is technology

In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty. Head of the Institute, Stephen Dover, looks at the future of food and the innovation and technology that will be needed to safely produce and distribute the food we need from the perspective of an investor.