Beyond Bulls & Bears

PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity
Equity

PODCAST: Anatomy of a Recession: Plateauing but Strong Economic Activity

While US gross domestic product and earnings growth remain strong, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about three potential economic and market risks for the second half of the year. Plus, if a near-term equity market pullback occurs, learn why it may be a buying opportunity.

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Heading into the second half of the year, pandemic concerns are not completely in the rear-view mirror. The speed of recovery may vary among regions due to disparate global vaccine distribution leading to potentially divergent central banks policies, according to K2 Advisors. Brooks Ritchey and Robert Christian provide the team’s third quarter hedge-fund strategy outlook.

European Fixed Income Finds Central Bank Support
Fixed Income

European Fixed Income Finds Central Bank Support

As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long? Our Head of European Fixed Income David Zahn shares his views.

PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.

Tech Opportunities Abound Amid Economic Reopening
Equity

Tech Opportunities Abound Amid Economic Reopening

As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started. He still sees plenty of opportunities ahead in the technology sector, despite a recent falloff in investor interest in the first quarter.

Pent-Up Consumer Demand Fuels US Recovery
Equity

Pent-Up Consumer Demand Fuels US Recovery

What are “epicenter stocks” and what role do they play in an economic recovery? Read more from Franklin Equity Group’s Grant Bowers.

On My Mind: A Tale of Two Recoveries
Fixed Income

On My Mind: A Tale of Two Recoveries

While a global recovery has now become the base case for financial markets, differences between countries and regions on the path toward normalcy are significant and seem set to widen. In the latest edition of our Fixed Income CIO Sonal Desai’s “On My Mind” series, she evaluates the differences in policy decisions, both on the fiscal front as well as in vaccination campaigns, and how the resulting differing paths will shape the map of investment opportunities.

Podcast: Anatomy of a Recession: Expecting an Economic Boom
Equity

Podcast: Anatomy of a Recession: Expecting an Economic Boom

Jeff Schulze, investment strategist at ClearBridge Investments, a specialist investment manager of Franklin Templeton, discusses why expectations for gross domestic product growth in the United States are soaring, how high the 10-year Treasury could rise, and why not to fear inflation long term.

State and Local Governments Get Shot of Stimulus
Fixed Income

State and Local Governments Get Shot of Stimulus

Another round of stimulus totaling $1.9 trillion is making its way through the US economy, with hopes it will trigger a sharp rebound from the ravages of COVID-19. The relief package includes funds for individual state and local governments, which should help shore up some lost tax revenues and close budget gaps. Jennifer Johnston discusses the implications for municipal bond investors, noting that where these entities direct the funds will be crucial.

Secular Tailwinds Prevail Across Market Cycles
Equity

Secular Tailwinds Prevail Across Market Cycles

With global equities trading near record highs, many investors are questioning the potential for continued gains going forward. Franklin Equity Group's Matt Moberg believes we are still experiencing a rich backdrop to invest in innovation as many discrete advancements are becoming economically viable in the economy today. 

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
Perspectives

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Our latest "Talking Markets" podcast examines post-pandemic shifts in priorities and behaviors for companies and investors using environmental, social, and corporate governance strategies.

K2 Advisors Second Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Second Quarter Hedge-Fund Strategy Outlook

With a broad-based economic reopening coming closer into focus, investors are planning for the next stage in the cycle. Our K2 Advisors team believes geographical, asset class and sector rotations will be key to driving returns over the next 12 months. Brooks Ritchey and Robert Christian provide the team’s second quarter hedge-fund strategy outlook.