Beyond Bulls & Bears

PODCAST: Risk Assets and the Reshaping of the Economy
Multi-Asset

PODCAST: Risk Assets and the Reshaping of the Economy

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near term.

Biotechnology Innovation During COVID-19
Equity

Biotechnology Innovation During COVID-19

Innovation has always been a key driver for the biotechnology industry. Even in the midst of the COVID-19 pandemic, there is still significant progress in the discovery and development of innovative drugs. Franklin Equity Group’s Evan McCulloch and Wendy Lam are excited about three areas of innovation within biotech that they believe will continue to create value in the long term.

Quick Thoughts: Value vs. Growth? Yes, Both
Equity

Quick Thoughts: Value vs. Growth? Yes, Both

Our Head of Equities, Stephen Dover, gives his take on why value and growth investing are not different strategies.

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis
Equity

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest "Talking Markets" podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

PODCAST: What’s Next for Markets as Lockdowns Lift: A Multi-Asset View
Multi-Asset

PODCAST: What’s Next for Markets as Lockdowns Lift: A Multi-Asset View

With markets starting to make a comeback, our Multi-Asset Solutions CIO Ed Perks looks ahead to second half of the year, including the implications of  the US economy opening up, the ongoing impact of the massive monetary and fiscal response, and the risk for a wave of downgrades and defaults.

Quick Thoughts: China’s Potential Continues
Equity

Quick Thoughts: China’s Potential Continues

China was the first economy to institute COVID-19 lockdowns, and has been the first to gradually exit. While the economy is certainly not back to normal, our Head of Equities, Stephen Dover, still sees potential growth opportunities there for investors.

Quick Thoughts: A New Globalization Emerges
Equity

Quick Thoughts: A New Globalization Emerges

Our Head of Equities Stephen Dover gives his take on the new globalization, how the US Midwest may be the next emerging market, and what he thinks it means for strategic industries and supply chains.

Getting Back to Normal
Equity

Getting Back to Normal

The COVID-19 pandemic has changed how global consumers learn, shop, travel and work, as well as how they fulfill entertainment and health care needs. Franklin Equity Group’s John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

Coronavirus Pandemic Shifts Focus to ESG
Equity

Coronavirus Pandemic Shifts Focus to ESG

The coronavirus pandemic has highlighted the importance of financial market risks that fit within the realm of environmental, social and governance (ESG) factors—namely disaster preparedness and health risks. Templeton Global Equity Group’s Maarten Bloemen argues we will see recently highlighted ESG considerations more acutely on the radar of investors, while other issues previously on the backburner due to coronavirus—such as climate change—will likely come back to the spotlight as this is a long-term structural issue which will need to be addressed. He opines on the state of ESG investing and where he sees values.

Dividend Growth: A Hallmark of Quality More than Ever
Equity

Dividend Growth: A Hallmark of Quality More than Ever

Franklin Equity Group’s Nick Getaz and Matt Quinlan explain why they look for select high-quality stocks with a strong track record of dividend growth through a range of positive and negative economic conditions.

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
Multi-Asset

To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress

Some investors use a set-it-and-forget-it approach to their portfolios, but there are times when the asset mix may need to be recalibrated to achieve one’s goals. Here, Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette discuss the importance of rebalancing one’s portfolio, especially during times of market turmoil, and how different types of investors can accomplish the task.

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.