Beyond Bulls & Bears

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.

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: 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.

US 2020 Election Investment Pulse: Time for Strategy Rotation
Alternatives

US 2020 Election Investment Pulse: Time for Strategy Rotation

Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results. Our Head of Equities Stephen Dover joined Brooks Ritchey of K2 Advisors to discuss what these two events could mean for certain commodity, currency, equity and fixed income markets, particularly in the United States and emerging markets. They also take a look at why “rotation” is the word of the week for many of K2’s hedge strategies.

In the Know: What US Election Results Could Mean for Multifamily Housing
Fixed Income

In the Know: What US Election Results Could Mean for Multifamily Housing

Mike Comparato, managing director and Head of Real Estate at Benefit Street Partners, explains why he thinks multifamily housing is positioned for success after the 2020 US election.

Student Housing: A Sector in Peril?
Fixed Income

Student Housing: A Sector in Peril?

Our municipal bond team’s Vander Shanholt gives his take on the long-term challenges for student housing projects. He also explains why state budget cuts due to the COVID-19 pandemic could lead to opportunities for public-private partnerships to finance campus infrastructure projects.

Quick Thoughts: 2020 US Elections and Personal Tax Considerations
Alternatives

Quick Thoughts: 2020 US Elections and Personal Tax Considerations

Our Head of Equities, Stephen Dover, and Fiduciary Trust International Managing Director, Craig Richards, consider the US elections’ possible impacts to personal taxes. Both a “blue wave” or another Republican administration may encourage taxpayers and investors to start their 2021 tax planning now.

Muni Bond Perspectives on the 2020 Election
Fixed Income

Muni Bond Perspectives on the 2020 Election

How might the November US election affect municipal bonds? Our muni bond team looks at potential impacts at the local, state and national levels.

Meet the Manager: Ben Barber
Fixed Income

Meet the Manager: Ben Barber

Get to know our Muni Bond Director Ben Barber, who returned to Franklin Templeton as the COVID-19 pandemic began to unfold.

A Value Investor’s View on US Small-Cap Stocks
Equity

A Value Investor’s View on US Small-Cap Stocks

While investors have recently favored bigger US companies, our Steve Raineri gives five reasons why he believes that might change.

Dividend Growth: A Hallmark of Quality More than Ever
Equity

Dividend Growth: A Hallmark of Quality More than Ever

Franklin Equity Group’s Nick Getaz and Matt Quinlan explain why they look for select high-quality stocks with a strong track record of dividend growth through a range of positive and negative economic conditions.