Beyond Bulls & Bears

Category: Equity

Quick Thoughts: Insights from the historic 2023 UN Water Conference
Perspectives

Quick Thoughts: Insights from the historic 2023 UN Water Conference

Understanding and integrating water issues into investment processes: Stephen Dover, Head of Franklin Templeton Institute offers Insights from the recent United Nations Water Conference.

Stephen H. Dover, CFA |
PODCAST Anatomy of a Recession: The lagged effects of rate hikes have started
Perspectives

PODCAST Anatomy of a Recession: The lagged effects of rate hikes have started

A review of the US economy with Jeff Schulze, investment strategist at ClearBridge Investments, focusing on the most anticipated recession in history. Is it here? What signs are beginning to appear? And how deep will it be?

Jeffrey Schulze, CFA |
The case for low-volatility, high-dividend equities
Equity

The case for low-volatility, high-dividend equities

Given market uncertainty and the risk of a US recession, is now the time for defensive stocks? Making a case for low-volatility, high-dividend equities with Franklin Templeton Investment Solutions’ Vaneet Chadha and Michael LaBella.

Vaneet Chadha, CFA |
Quick Thoughts: Three weeks on, what did we learn from the banking crisis?
Perspectives

Quick Thoughts: Three weeks on, what did we learn from the banking crisis?

Implications of the ongoing volatility in the banking sector, and what it means for markets in Europe and globally—check out highlights from our most recent discussion with Kim Catechis, Investment Strategist, Franklin Templeton Institute.

Stephen H. Dover, CFA |
Valuations or earnings: Which is most important for equity returns in 2023?
Multi-Asset

Valuations or earnings: Which is most important for equity returns in 2023?

The Franklin Templeton Investment Solutions team examines the earnings outlook for 2023, and why it might make sense to be defensively positioned.

Wylie Tollette, CFA |
Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?
Multi-Asset

Quick Thoughts: Banking, inflation, and the Fed: Where do we go from here?

Banking turmoil continues to rattle the global markets and investor confidence. Where are investment opportunities? Stephen Dover offers insights from our latest panel discussion with investment leaders across asset classes.

Stephen H. Dover, CFA |
A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story
Multi-Asset

A multi-asset perspective on recent bank turmoil: Don’t lose sight of the macro story

Franklin Templeton Investment Solutions explores the shared macro concerns that set the stage for the recent banking crisis, its ripple effects on the broader economy and implications for multi-asset investing.

Wylie Tollette, CFA |
Quick Thoughts: The vital role of microchips on the global economy
Perspectives

Quick Thoughts: The vital role of microchips on the global economy

Semiconductor chips have become vitally important, influencing nearly every major segment of the global economy. Stephen Dover, Head of Franklin Templeton Institute, discusses trends in the microchip industry and considerations for investors now that the United States is backed by legislation and investment to maintain its leadership position.

Stephen H. Dover, CFA |
Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse
Equity

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Stephen H. Dover, CFA |
Quick Thoughts: Making sense of SVB, a unique bank with a classic problem
Equity

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem

Why did Silicon Valley Bank fail? And what are the implications for investors? Stephen Dover, Head of Franklin Templeton Institute, provides his latest update on the unfolding situation.

Stephen H. Dover, CFA |
PODCAST Anatomy of a Recession: Economic reacceleration in perspective
Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Jeffrey Schulze, CFA |
International equities: Poised for recovery
Equity

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Christopher Peel, CFA |