Beyond Bulls & Bears

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.

ESG Will Define the Post-COVID Era
Fixed Income

ESG Will Define the Post-COVID Era

“As we flip the calendar to 2021, we are getting closer to a point at which the economic shocks of the past year become prologue for the economic stories ahead. We anticipate being constructive in a number of regions as the world transitions toward a post-COVID era." - Michael Hasenstab, Executive Vice President, Portfolio Manager Chief Investment Officer, Templeton Global Macro.

PODCAST: ESG Investing: What to Expect in 2021 and Beyond
Perspectives

PODCAST: ESG Investing: What to Expect in 2021 and Beyond

Julie Moret, our global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond.

A Year-End Report Card for 2020 ETF Industry Predictions
LibertyShares

A Year-End Report Card for 2020 ETF Industry Predictions

David Mann, Head of Global Exchange-Traded Funds (ETFs) Capital Markets, looks back on some of the industry trends he had predicted would likely unfold this year.

Why Digital Transformation Will Transcend This Pandemic
Equity

Why Digital Transformation Will Transcend This Pandemic

Franklin Equity Group’s Jonathan Curtis explains why he believes the pandemic marked the beginning of many companies’ digital journeys.

Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities
Alternatives

Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities

Our Head of Equities, Stephen Dover, and Onay Payne, Managing Director at Clarion Partners, believe reshoring supply chains, evolving office space and housing needs, and changing consumption preferences mark COVID-19’s disruptions and acceleration of trends. Commercial real estate can offer diversification, durable income, and leases indexed to inflation, providing opportunities for investors.

Short-Term Uncertainties as COVID-19 Cases Spike
Multi-Asset

Short-Term Uncertainties as COVID-19 Cases Spike

As regional lockdowns loom in light of a renewed spike in coronavirus cases, the near-term outlook may be a bit bumpy, says Gene Podkaminer, Head of Research at Franklin Templeton Investment Solutions. He explores the potential market implications of renewed lockdowns and comments on how vaccine availability might affect a future economic recovery.

A Small-Cap Value Analyst’s View on US P&C Insurers
Equity

A Small-Cap Value Analyst’s View on US P&C Insurers

Franklin Small Cap Value Fund Assistant Portfolio Manager and Research Analyst Nick Karzon gives five reasons why we continue to see attractive long-term opportunities for select small-capitalization (small-cap) property and casualty (P&C) insurers.

US 2020 Election Investment Pulse: Why Fixed Income Now
Fixed Income

US 2020 Election Investment Pulse: Why Fixed Income Now

With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today.

US 2020 Election Investment Pulse: Neutral to Positive for Municipals
Fixed Income

US 2020 Election Investment Pulse: Neutral to Positive for Municipals

Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications of the US elections for the municipal bond market, against a backdrop of COVID-19.

Monitoring Biotech’s Race for a Vaccine
Equity

Monitoring Biotech’s Race for a Vaccine

Franklin Equity Group's Evan McCulloch and Wendy Lam give their take on when a COVID-19 vaccine could be available for public use.

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth
Fixed Income

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth

The Franklin Templeton–Gallup Economics of Recovery Study has heralded some interesting results in regard to the attitudes and behavior of Americans in response to the ongoing pandemic—and what developments could change both. Our Fixed Income CIO Sonal Desai shares her thoughts on the latest wave of survey findings, including the value of trusted advice in navigating financial and investment concerns.