Beyond Bulls & Bears

Italian Election Outlook and Why We Don’t See an ECB Rate Hike Before 2020
Fixed Income

Italian Election Outlook and Why We Don’t See an ECB Rate Hike Before 2020

The upcoming Italian election is not attracting the same sort of attention among investors as votes last year in France and Germany. For that very reason, David Zahn, Franklin Templeton’s head of European Fixed Income, believes an unexpected result might provoke an outsized market reaction. And while investors seem more preoccupied with the trajectory of eurozone monetary policy, Zahn believes there are good reasons to think the European Central Bank will hold off until 2020 before pushing interest rates up.

Will Equities See a Sweeter ’16 Ahead?
Equity

Will Equities See a Sweeter ’16 Ahead?

Global equity markets last year were weighed down by sputtering growth in developed economies, slumping emerging markets and collapsing commodity ...

A Year for Value?
Equity

A Year for Value?

While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic ...

A New Year’s Vantage Point: Michael Hasenstab

A New Year’s Vantage Point: Michael Hasenstab

Of Irish and Fiscal Cliffs

Of Irish and Fiscal Cliffs

Perception vs. Reality

Perception vs. Reality

Three Takes on 2012

Three Takes on 2012

Diving for Dividends

Diving for Dividends

Not Necessarily a Dirty Word

Not Necessarily a Dirty Word

Chris Molumphy: Frank Talk on Fundamentals

Chris Molumphy: Frank Talk on Fundamentals

Focusing on Fixed Income

Focusing on Fixed Income

Persistent Market Volatility

Persistent Market Volatility