Beyond Bulls & Bears

A Taxing Subject: Tax Implications for US Investors Under Biden
Education

A Taxing Subject: Tax Implications for US Investors Under Biden

Changes in government inevitably bring new priorities and policies, one being the area of taxes. Fiduciary Trust International Managing Director Craig Richards examines possible tax implications for individuals under President Joe Biden’s new administration.

ETFs, Message Boards and Volatility
LibertyShares

ETFs, Message Boards and Volatility

Internet message boards are lighting up and certain stocks have seen some unusually dramatic price moves. David Mann, our Head of Global Exchange Traded Funds (ETFs) Capital Markets, ponders whether ETFs could be subject to similar volatility.

European Fixed Income in 2021: Focused on Recovery, and Politics
Fixed Income

European Fixed Income in 2021: Focused on Recovery, and Politics

While the calendar has turned to a new year, many of the same uncertainties of 2020 still linger—namely the COVID-19 pandemic. However, David Zahn, our Head of European Fixed Income, sees reasons to be optimistic the picture will look brighter for Europe by year-end, and is poised to take advantage of potential opportunities that arise.

Why the Future Still Means Fossil Fuels, for Now
Equity

Why the Future Still Means Fossil Fuels, for Now

Franklin Equity Group's Fred Fromm and Matt Adams explain why they think natural gas is likely to play a major role in the US transition to cleaner energy.

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate
Equity

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth.

K2 Advisors First-Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors First-Quarter Hedge-Fund Strategy Outlook

Our K2 Advisors team is optimistic about the opportunity set in the year ahead, and thinks that active management alpha will be key to success in 2021. Brooks Ritchey and Robert Christian provide the team’s first-quarter hedge-fund strategy outlook.

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure
Equity

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure

The US state of Georgia held January runoff elections that determined two Democrats as their US senators, giving the Democratic Party control of the legislative and executive branches through 2022. Our Head of Equities, Stephen Dover, thinks active investment opportunities can be found in Democratic priorities including green energy and infrastructure, and also within small-cap companies.

ETF 2021 Outlook: Watch out for International Equity and Active ETFs
LibertyShares

ETF 2021 Outlook: Watch out for International Equity and Active ETFs

Most people are probably happy to waive goodbye to 2020 amid the COVID-19 pandemic, which played out in ways few could have possibly predicted. David Mann, our Head of Global Exchange-Traded Funds (ETFs) Capital Markets, isn’t going to make predictions about vaccines, mask-wearing or other such matters, but does offer his insights on ETF industry trends he sees taking shape.

Europe’s “Man on the Moon” Moment
Equity

Europe’s “Man on the Moon” Moment

While 2020 brought many challenges and uncertainties for investors in Europe, Franklin Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi see reasons to be optimistic about the future. They outline positive long-term attributes many may be overlooking.

Brexit Deal Finally Struck as 2020 Comes to a Close
Fixed Income

Brexit Deal Finally Struck as 2020 Comes to a Close

The United Kingdom and European Union finally put Brexit to bed, striking a deal in the final days of 2020. While the deal may not be perfect for either side, David Zahn, our Head of European Fixed Income, says the markets welcomed the removal of uncertainty.

Preparing the Post-Pandemic Playbook
Multi-Asset

Preparing the Post-Pandemic Playbook

Ongoing uncertainty around the COVID-19 pandemic has strengthened headwinds to global growth, says Franklin Templeton Investment Solutions CIO Ed Perks. In his 2021 investment outlook, he says nimble and diversified positioning is key to effective investment strategies.

A Year of Lingering Uncertainty, but Ample Global Opportunities
Equity

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.