Beyond Bulls & Bears

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.

State Budgets Hit a Bumpy COVID-19 Road—Analyzing Municipal Credit Pressures
Fixed Income

State Budgets Hit a Bumpy COVID-19 Road—Analyzing Municipal Credit Pressures

For most US governors, June typically brings political fireworks when state legislatures hammer out final budgets for the next fiscal year. Our municipal bond team provides an overview of its recent COVID-19 credit research, explaining why some states face mounting credit pressures from high fixed costs and shallow emergency reserves, whereas other states with more diversified economies and strong financial management should fare better post COVID-19.

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus
Perspectives

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus

Dislocations resulting from the pandemic shine a light on environmental, social and governance (ESG) issues, which can be used as an additional tool to identify leading companies from the laggards, according to Franklin Templeton’s Global Head of ESG, Julie Moret.

Coronavirus Pandemic Shifts Focus to ESG
Equity

Coronavirus Pandemic Shifts Focus to ESG

The coronavirus pandemic has highlighted the importance of financial market risks that fit within the realm of environmental, social and governance (ESG) factors—namely disaster preparedness and health risks. Templeton Global Equity Group’s Maarten Bloemen argues we will see recently highlighted ESG considerations more acutely on the radar of investors, while other issues previously on the backburner due to coronavirus—such as climate change—will likely come back to the spotlight as this is a long-term structural issue which will need to be addressed. He opines on the state of ESG investing and where he sees values.

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
Fixed Income

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis

The coronavirus crisis has brought a number of uncertainties, including what will happen in the aftermath. Will economic growth quickly rebound? Will there be lasting societal changes? In our latest “Talking Markets” podcast, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, offers his take—and some considerations for investors.

Municipal Bond Perspective: Where We Go from Here
Fixed Income

Municipal Bond Perspective: Where We Go from Here

The Franklin Municipal Bond Department shares why they think the muni bond market is likely to show signs of distress and elevated volatility for some time.