Beyond Bulls & Bears

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.

PODCAST: Health Savings Accounts: How They Work and Are They Right for You
Education

PODCAST: Health Savings Accounts: How They Work and Are They Right for You

Many individuals may not realize how health savings accounts (HSAs) work, and how they can be powerful savings tools, even into retirement. Our Kevin Murphy, Head of Strategic Accounts, Defined Contribution Investment Only Division – US, sits down with Jamie Greenleaf, lead advisor and principal with Cafaro Greenleaf, in our latest Talking Markets podcast to discuss the ins and outs of HSAs.

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.

Real Assets Could Be the Alternative
Multi-Asset

Real Assets Could Be the Alternative

Given the backdrop of a slowing global economy and shaky investor sentiment tied to trade tensions, Franklin Templeton Multi-Asset Solutions' Ed Perks and Gene Podkaminer are calling for an active investment approach. In the latest edition of “Allocation Views,” they outline six major themes driving their current views: slower global growth, subdued inflation, monetary policy effectiveness, the importance of nimble management, real assets, and alternative assets that aren’t really alternative enough.

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.

Pinpointing Fixed Income Credit Risks
Fixed Income

Pinpointing Fixed Income Credit Risks

In this excerpt from the latest Franklin Templeton Thinks, Franklin Templeton Fixed Income Group examines how machine learning techniques can measure the risks of consumer and home loans—helping pinpoint credit risks they think are worth taking. They review digital loans, a relatively new asset class, and explain why quantitative approaches may be more applicable to some fixed income sectors than others.

What We Think Could Drive European Markets in the Coming Months
Fixed Income

What We Think Could Drive European Markets in the Coming Months

As European investors and market practitioners return from their summer vacations and prepare for the final third of 2019, our Head of European Fixed Income David Zahn highlights the issues he thinks will drive markets in the coming months.

Meet the Manager: John Levy
Alternatives

Meet the Manager: John Levy

Because an intern didn’t show up for work, John Levy, Director of Impact, Franklin Real Asset Advisors, got his foot in the door at Franklin Templeton. Now, 14 years later, he’s leading the firm’s efforts in impact investing, helping the company prove itself as a leader in the space. Get to know John.

Three Reasons to Consider Dividend Growers
Equity

Three Reasons to Consider Dividend Growers

“As long-term investors, our strategy is to invest in rising dividends companies, or companies with a demonstrated track record of substantial and sustainable dividend growth.”– Nick Getaz and Matt Quinlan, Franklin Equity Group

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group