Beyond Bulls & Bears

PODCAST: US Election Heightens Pandemic Uncertainty
Multi-Asset

PODCAST: US Election Heightens Pandemic Uncertainty

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their insights on the upcoming US election as well as the continued impact of the COVID-19 pandemic on investment and economic activity. They also share their views on whether cities will ultimately survive amid the work-from-home movement that could remain a longer-term trend.

Still Looking for Alternatives? How about Real Assets?
Multi-Asset

Still Looking for Alternatives? How about Real Assets?

Ed Perks and Gene Podkaminer of Franklin Templeton's Multi-Asset Solutions team discuss the attractions of alternative assets that can offer natural portfolio diversification. Over a longer-term horizon, they continue to believe global stocks have greater performance potential than global bonds, or alternatives, but this outlook will not be reached along a smooth path.

On My Mind: Saving for Sunnier Days
Fixed Income

On My Mind: Saving for Sunnier Days

The Franklin Templeton-Gallup Economics of Recovery Study has unveiled many insights about US consumer attitudes and behavior in the wake of COVID-19. Our Fixed Income CIO Sonal Desai examines findings from the survey’s second pulse, including encouraging signs confidence has found a floor.

US Election: Implications across the Pond
Fixed Income

US Election: Implications across the Pond

This November’s US presidential election pits Donald Trump against Democratic nominee Joe Biden, a longtime politician who represents a more progressive policy approach. Our Head of European Fixed Income David Zahn breaks down the implications of the US election for Europe, and why many of Biden’s policies line up more closely with European views.

Quick Thoughts: Active Investors Wake Up Before a Revolution
Equity

Quick Thoughts: Active Investors Wake Up Before a Revolution

The world is waking up the 4th Industrial Revolution, with the impact of COVID-19 accelerating many changes already underway, says our Head of Equities, Stephen Dover. He opines on how underlying fundamental disruptions in our economy can present opportunities for active investors.

International Growth Opportunities Amid the COVID-19 Crisis
Equity

International Growth Opportunities Amid the COVID-19 Crisis

As the global economy continues to grapple with the COVID-19 pandemic, there are still opportunities for investors, says Franklin Equity Group Portfolio Manager Don Huber. He has an eye on international companies able to navigate the crisis period—particularly those in regions where recovery is happening faster.

PODCAST: Emerging Divergences in Economies and Financial Markets
Multi-Asset

PODCAST: Emerging Divergences in Economies and Financial Markets

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks at concerning factors in the United States, reasons for optimism in Europe, and early success in Asia managing the COVID-19 crisis.

On My Mind: They Blinded Us from Science
Fixed Income

On My Mind: They Blinded Us from Science

Our Fixed Income CIO Sonal Desai unveils the first insights from the new Franklin Templeton–Gallup research project on the behavioral response to the COVID-19 pandemic and implications for the recovery: we find a gross misperception of COVID-19 risk, driven by partisanship and misinformation, and a willingness to pay a significant “safety premium” that could affect future inflation.

COVID-19 Crisis Accelerates the Digital Transformation Trend
Equity

COVID-19 Crisis Accelerates the Digital Transformation Trend

Digital transformation was already underway prior to the COVID-19 pandemic, but the resulting economic crisis has caused an acceleration, according to Franklin Equity Group’s Jonathan Curtis. He shares where his team is looking for potential opportunities within technology during the current period and beyond.

On My Mind: Testing the Recovery: A New Franklin Templeton–Gallup Project
Fixed Income

On My Mind: Testing the Recovery: A New Franklin Templeton–Gallup Project

The unprecedented nature of the COVID-19 economic disruption has made traditional gauges of economic developments woefully inadequate, says our Fixed Income CIO Sonal Desai. She highlights the need to look deeper into new ways of examining the path toward recovery through people’s attitudes and actual behavioral response to this crisis measured via a new study Franklin Templeton is undertaking with Gallup.

EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration
Fixed Income

EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration

After much debate, the ink is now dry on Europe’s €750 billion coronavirus fiscal rescue package, initially proposed in May. David Zahn, our Head of European Fixed Income, says it marks a strong affirmation of European integration and support for beleaguered countries—good news for investors.

Quick Thoughts: Wall Street and Main Street Disconnect
Equity

Quick Thoughts: Wall Street and Main Street Disconnect

Our Head of Equities, Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.