Beyond Bulls & Bears

Category: Perspectives

Quick Thoughts: Addressing Undiversified Risk
Perspectives

Quick Thoughts: Addressing Undiversified Risk

When diversification is a core principle for successful investing, what stops women from offering their talents in finance and investment careers? Katrina Dudley, Investment Strategist for Franklin Mutual Series, and I discussed diversification risks and Dudley’s and Ellen Carr’s new book, "Undiversified: The Big Gender Short in Investment Management."

Stephen H. Dover, CFA |
Paradigm Shifts Impacting the Investment Landscape: China, Inflation and Monetary Policy
Fixed Income

Paradigm Shifts Impacting the Investment Landscape: China, Inflation and Monetary Policy

There are several “paradigm shifts” impacting markets today, according to Templeton Global Macro CIO Michael Hasenstab. He outlines how central banks might approach tapering of pandemic-driven asset purchases, and the potential investment risks and opportunities he sees.

Michael Hasenstab, Ph.D. |
Quick Thoughts: The Growth and Inflation Argument Continues
Perspectives

Quick Thoughts: The Growth and Inflation Argument Continues

When it comes to questions about inflation, growth, and the impacts of vaccination rates on global economies, many of us are asking: what’s next? Our Head of the Franklin Templeton Investment Institute, Stephen Dover, and five economists from Franklin Templeton’s specialist investment teams discuss the current environment and how it shapes their views on the path forward.

Stephen H. Dover, CFA |
An Update on US Growth and Post-Pandemic Equity Opportunities
Equity

An Update on US Growth and Post-Pandemic Equity Opportunities

Franklin Equity Group Portfolio Manager Grant Bowers discusses whether recent moderation in US growth will continue, and where he’s finding opportunities in equities today.

Grant Bowers |
On My Mind: Leaving QE, Never Easy
Fixed Income

On My Mind: Leaving QE, Never Easy

This year’s annual economic policy symposium in Jackson Hole opens the six months that will likely define the legacy of the Powell Fed’s first term. The robust recovery, high inflation and record asset prices call for the Fed to wind down an extraordinary monetary easing that is also exacerbating economic inequality. But leaving QE isn’t easy, as financial markets have become overly dependent on Fed support. In her latest “On My Mind,” our Fixed Income CIO Sonal Desai discusses the Fed’s challenges and what they mean for investors.

Sonal Desai, Ph.D. |
On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies
Multi-Asset

On Post-Pandemic Growth and Inflation, Equity Prospects and Income-Seeking Strategies

Ed Perks, CIO of Franklin Templeton Investment Solutions, outlines what factors should likely support economic growth, how he views inflation, why US equities remain attractive, and where income-seeking investors should look for potential opportunities.

Edward D. Perks, CFA |
Eurovision: Scores of Return Potential
Equity

Eurovision: Scores of Return Potential

Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention. They believe newfound stability and unity of the region, its pioneering use of regulation and environmental initiatives and accelerating vaccine rollout provide Europe scores of return potential.

Katrina Dudley, CFA |
Quick Thoughts: Are You Pricing in Water Risk?
Alternatives

Quick Thoughts: Are You Pricing in Water Risk?

Our Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this. The economic implications of risks related to water are significant and should be considered when investing.

Stephen H. Dover, CFA |
PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity
Equity

PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity

While US gross domestic product and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about three potential economic and market risks for the second half of the year. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.

Jeffrey Schulze, CFA |
On My Mind – Inflation: Nothing to see here. Really?
Fixed Income

On My Mind – Inflation: Nothing to see here. Really?

Prices continue to climb, with the US CPI rising in June by the most since 2008. Financial markets seem to be unfazed, but businesses and consumers appear considerably less sanguine. In her latest “On My Mind,” our Fixed Income CIO Sonal Desai discusses why inflation may be less “transitory” than many expect.

Sonal Desai, Ph.D. |
Quick Thoughts: Think Quantum with Cybersecurity
Perspectives

Quick Thoughts: Think Quantum with Cybersecurity

Our Chief Market Strategist Stephen Dover explores how quantum computers will soon unlock and slice through infrastructure and financial systems’ public key cryptography. Many cyberattacks are “Store Now, Decrypt Later” (SNDL) crimes, however, quantum computers will advance decrypting old data, now.

Stephen H. Dover, CFA |
Quick Thoughts: Financial and Infrastructure Cybersecurity
Perspectives

Quick Thoughts: Financial and Infrastructure Cybersecurity

Cyberattacks are projected to exceed US$6 trillion in 2021, with growing threats to our financial systems and infrastructure. We are now entering a new era of the internet with accelerated computing power and innovations, such as quantum computing and artificial intelligence (AI), that threaten all current cybersecurity. Our Chief Market Strategist Stephen Dover offers his take.

Stephen H. Dover, CFA |