Beyond Bulls & Bears

Category: Equity

Public and private avenues: How Franklin Equity Group sees digital transformation
Equity

Public and private avenues: How Franklin Equity Group sees digital transformation

Franklin Equity Group has a long history of researching and investing in public and private companies across the technology space. In this article, Portfolio Managers Jonathan Curtis and Ryan Biggs share their insights on where they see opportunities in digital transformation and how they are thinking about the relative attractiveness of public and private company investment opportunities.

Jonathan Curtis |
The case for low volatility and high dividend equities in international markets
Equity

The case for low volatility and high dividend equities in international markets

There are reasons to be cautious in many markets, but low volatility and high/sustainable dividend stocks can help mitigate risk while providing income and equity exposure. The Franklin Templeton Investment Solutions Team weighs in.

Vaneet Chadha, CFA |
PODCAST Anatomy of a Recession Update: Threats to a soft landing
Equity

PODCAST Anatomy of a Recession Update: Threats to a soft landing

With lots of chatter in the United States around the potential for a soft landing, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, shares his thoughts on the matter and the overall state of the US economy in our latest "Talking Markets" podcast.

Jeffrey Schulze, CFA |
Quick Thoughts: Global market outlooks—Too hot, too cold or just right?
Perspectives

Quick Thoughts: Global market outlooks—Too hot, too cold or just right?

The US economy has been more resilient than many pundits had anticipated over the past year—but can this resilience continue? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with economists from across our firm to explore where the risks and opportunities for investors lie today and into year-end.

Stephen H. Dover, CFA |
Japanese equities—A force awakens
Equity

Japanese equities—A force awakens

From inflationary tailwinds for earnings growth to corporate reforms that unlock shareholder value, multiple regime shifts are underway to restore the appeal of the Japanese equity market, according to the Templeton Global Equity Group team.

Hsung Khoo |
PODCAST Anatomy of a Recession update: What is a recession, exactly?
Equity

PODCAST Anatomy of a Recession update: What is a recession, exactly?

Hear from Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, about the state of the US economy. Get his perspective on the Federal Reserve’s next potential moves.

Jeffrey Schulze, CFA |
Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise
Fixed Income

Quick Thoughts: Quiet shifts in corporate debt may explain this year’s big economic surprise

The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.

Stephen H. Dover, CFA |
Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing
Fixed Income

Quick Thoughts: Jackson Hole—Limited visibility, bumpy landing

In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.

Stephen H. Dover, CFA |
Three value equity themes for the end of 2023
Equity

Three value equity themes for the end of 2023

Christian Correa, Chief Investment Officer of Franklin Mutual Series, discusses his team's top three themes for the back half of 2023: a less-gloomy US macroeconomic outlook, real asset investment and Japan’s rising sun.

Christian Correa, CFA |
PODCAST Anatomy of a Recession update: Cracks in the foundation
Equity

PODCAST Anatomy of a Recession update: Cracks in the foundation

Perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.

Jeffrey Schulze, CFA |
Japanese stocks—In the land of rising dynamism
Equity

Japanese stocks—In the land of rising dynamism

Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.

Christian Correa, CFA |
Quick Thoughts: Artificial intelligence—A primer
Alternatives

Quick Thoughts: Artificial intelligence—A primer

Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.

Stephen H. Dover, CFA |