Beyond Bulls & Bears

UK Election: Will Tory Victory Bring Investors Back to UK Equities?
Equity

UK Election: Will Tory Victory Bring Investors Back to UK Equities?

Markets tend to over-react in the immediate aftermath of elections, but our Colin Morton stands ready for potential opportunities that may result from the UK general election.

Tory Victory Offers a Boost to UK Market–But for How Long?
Fixed Income

Tory Victory Offers a Boost to UK Market–But for How Long?

The Conservative victory in the UK General Election should bring some relief for UK markets, according to our Head of European Fixed Income, David Zahn. But he warns investors’ attention is likely to turn quickly to how the new government can really “get Brexit done."

Two Reasons US Equities May Keep Climbing into 2020
Equity

Two Reasons US Equities May Keep Climbing into 2020

"When we look at the data and what’s going on in the market, we believe this late-cycle period can last much longer than people expect." – Grant Bowers, portfolio manager, Franklin Equity Group

Navigating New Global Market Uncertainties
Equity

Navigating New Global Market Uncertainties

Templeton Global Equity Group’s Tony Docal, Peter Moeschter and Heather Waddell provide an overview of events shaping markets in the third quarter and share their outlook for global equities. They explain their preference for multinational companies in the United Kingdom, why they see downside risk as limited in Europe versus the United States and why they still see a case for value investing.

Beyond Alignment: Contributing to the Sustainable Development Goals
Alternatives

Beyond Alignment: Contributing to the Sustainable Development Goals

Our Raymond Jacobs and John Levy from Franklin Real Asset Advisors explain why impact investment products labeled as “aligned with the SDGs” should move beyond just alignment and make a real contribution to positive social and environmental outcomes.

In the Know: Finding Value Among US Microcap Stocks
Equity

In the Know: Finding Value Among US Microcap Stocks

When many investors think of microcap stocks, they envision high growth stocks that are like rockets. They soar when times are good, and crash and burn when times are bad. We recently caught up with Oliver Wong, portfolio manager, Franklin MicroCap Value Fund. He explained his approach to finding higher-quality, smaller companies within the equity universe that have the potential to perform well in different market environments.

Four-Dimensional Chess
Fixed Income

Four-Dimensional Chess

Data science has brought investors powerful new tools to help generate returns, so is there still need for a human touch? Franklin Templeton Fixed Income CIO Sonal Desai weighs in on the role of quantitative science within the active-passive investment debate.

Three Tenets for Investing in Innovation
Equity

Three Tenets for Investing in Innovation

“When we look across the global investment landscape, we see innovation accelerating at a faster pace than ever.” – Matt Moberg, Franklin Equity Group

Brexit: Not the Beginning of the End, But the End of the Beginning?
Fixed Income

Brexit: Not the Beginning of the End, But the End of the Beginning?

Against the odds, Boris Johnson’s UK government appears to have agreed to a deal in principle with the European Union (EU) which could see the United Kingdom leave the EU on October 31 in an orderly way. But David Zahn, our Head of European Fixed Income, cautions against popping the champagne corks too prematurely. There’s still a lot of work to be done, and financial market volatility is likely to remain heightened, he says.

The Four Pillars to Face a World of Uncertainty
Fixed Income

The Four Pillars to Face a World of Uncertainty

Global investors are facing extraordinary economic, political and financial market conditions that risk sending the world into a perilous period, according to Templeton Global Macro CIO Michael Hasenstab. He explains why he and his team see these conditions as an opportunity, and outlines the “four pillars” behind their strategy to cope with them.

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

The Fed Calls Time for a Reality Check
Fixed Income

The Fed Calls Time for a Reality Check

The US Federal Reserve cut its benchmark short-term interest rate for the second time this year, but some observers were disappointed the Fed didn’t more strongly signal future easing moves. Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on why the central bank needed to rein in expectations a bit.