Beyond Bulls & Bears

US 2020 Election Investment Pulse: Positive for Europe
Perspectives

US 2020 Election Investment Pulse: Positive for Europe

Global markets embraced the removal of uncertainty surrounding the US elections, and many European leaders in particular welcomed a renewed relationship with the world’s largest economy under President-elect Joe Biden. Our Katrina Dudley and David Zahn discuss the implications for European equities and fixed income of a new US administration, including the “green” agenda Europe has prioritized. They also touch on the impact of COVID-19 on the region and recent news of an effective vaccine.

A Value Investor View of Market Dynamics and Potential Dislocations
Equity

A Value Investor View of Market Dynamics and Potential Dislocations

Equities saw strong 2019 performances across the globe, so the big question for investors is whether the bullish momentum can continue. Templeton Global Equity Group’s Alan Bartlett and Tony Docal provide a look at what drove the positive performances around the globe in late 2019, and how they are poised to take advantage of any potential dislocations in the year ahead.

Why Macron’s Reform Agenda Is Boosting Business Optimism
Equity

Why Macron’s Reform Agenda Is Boosting Business Optimism

“We see signs that France’s economy is starting to improve under President Emmanuel Macron. France is enjoying its best streak of economic growth in more than six years. And, French companies are hiring at the fastest pace in almost 17 years." – Katrina Dudley, portfolio manager, Franklin Mutual Series

French Election Result: Macron Wins, But Can He Deliver?
Perspectives

French Election Result: Macron Wins, But Can He Deliver?

There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting. Franklin Templeton's investment professionals share their thoughts on the prospects of a Macron presidency and suggest it might not be plain sailing for the self-styled political outsider.

Cutting Through the Political Noise for Opportunities in Europe
Equity

Cutting Through the Political Noise for Opportunities in Europe

"Although recent history shows there is reason to be skeptical of political polls, we do not believe populist parties will score victories significant enough in national elections to cause an existential threat to the European Union (EU)." - Philippe Brugere-Trelat and Katrina Dudley, Franklin Mutual Series