Beyond Bulls & Bears

Energy Markets in View
Equity

Energy Markets in View

Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.

Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?
Equity

Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?

Energy prices have surged to multi-year highs amid the global economic recovery from COVID-19, contributing to larger-than-anticipated jumps in measures of headline inflation. While some policymakers had suggested inflationary forces would prove “transitory,” today many are questioning that thesis. Franklin Equity Group Portfolio Manager Frederick Fromm outlines what has been impacting energy prices, whether he sees the recent price rise as sustainable, and where he is finding investment opportunities within the sector.

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities
Equity

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities

Commodities prices have been moving higher this spring amid rising demand and rising inflation expectations globally as economies emerge from the pandemic. Franklin Equity Group’s Fred Fromm takes a look at the implications for equity investors in the space.