Beyond Bulls & Bears

Quick Thoughts: China’s New Regulatory Cycle
Emerging Markets

Quick Thoughts: China’s New Regulatory Cycle

China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility. Our Chief Market Strategist, Stephen Dover, discusses China’s aspirations to increase economic growth while also providing social fairness and stability.

Quick Thoughts: New Realities in Emerging Markets
Emerging Markets

Quick Thoughts: New Realities in Emerging Markets

Emerging market (EM) economies are not what they used to be. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses EM disruption, transformation, and digitalization themes, and why he sees a multitude of potential innovation investment opportunities in EM markets today and in the years ahead.

Asia at the Forefront: The World’s Uneven Emergence from COVID-19
Fixed Income

Asia at the Forefront: The World’s Uneven Emergence from COVID-19

There is significant variation in how countries have handled the pandemic, managed fiscal and monetary policy, and supported their economies, according to Templeton Global Macro. While the euro area and the US contend with deepening fiscal deficits and excessive monetary accommodation, areas of Asia are in stronger fiscal shape, with greater growth potential, robust trade dynamics and current account surpluses.

The Post-Pandemic Case for International Markets
LibertyShares

The Post-Pandemic Case for International Markets

Our Dina Ting offers three reasons she and her team believe the case for international markets is once again strong, and opines on how recent market events have created new—or amplified existing—opportunities for investors to express views on specific countries.

PODCAST: Risk Assets and the Reshaping of the Economy
Multi-Asset

PODCAST: Risk Assets and the Reshaping of the Economy

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near term.

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.

Monitoring China’s Outbreak, and Other Potential Market Shocks
Fixed Income

Monitoring China’s Outbreak, and Other Potential Market Shocks

The Templeton Global Macro team takes a look at the implications of the coronavirus in China, and positioning for potential market shocks.

Allocation Views: 2020 Appears Tilted to the Downside
Multi-Asset

Allocation Views: 2020 Appears Tilted to the Downside

While US-China trade tensions and other concerns prompt a cautionary stance when it comes to risk assets, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer nonetheless remain positive about the US equity market in the year ahead, citing a number of long-term growth drivers that still remain in place. In the latest edition of “Allocation Views,” they share their 2020 outlook.

The Four Pillars to Face a World of Uncertainty
Fixed Income

The Four Pillars to Face a World of Uncertainty

Global investors are facing extraordinary economic, political and financial market conditions that risk sending the world into a perilous period, according to Templeton Global Macro CIO Michael Hasenstab. He explains why he and his team see these conditions as an opportunity, and outlines the “four pillars” behind their strategy to cope with them.

Food Security Through an ESG Lens
Fixed Income

Food Security Through an ESG Lens

“Given the already tight supply and demand balance and the expectation for further demand growth, the prices for meat-based proteins in general and pork are expected to continue to increase.” - S. James McGiveran III, research analyst, Franklin Templeton Fixed Income Group.

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally
Equity

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally

In today’s world of disruptive innovations, biotechnology is entering the most transformative phase our health care analysts have seen in 25 years. Since mapping out the human genome in 2003, drugs using new treatment paradigms—like gene and cellular therapies—have jumped out of laboratories and into the marketplace to tackle humanity’s most vexing diseases.

Analyzing Market Volatility from Escalating Trade Tensions
Equity

Analyzing Market Volatility from Escalating Trade Tensions

As one might imagine in light of recent news, trade was a big topic of discussion at Franklin Templeton’s 2019 Global Investor Forum in San Francisco this week. Our panelists addressed how the uncertainty is impacting the markets today—particularly emerging markets.