Beyond Bulls & Bears

Why Digital Transformation Should Remain Resilient in 2020
Equity

Why Digital Transformation Should Remain Resilient in 2020

“In our view, select companies enabling digital transformation are likely to outperform competitors in the years ahead.” – Jonathan Curtis, Franklin Equity Group

Assessing Potential US Health Care Reforms Ahead of an Election Year
Equity

Assessing Potential US Health Care Reforms Ahead of an Election Year

Franklin Equity Group’s Evan McCulloch discusses why we might see US legislation on drug pricing before the 2020 US Presidential Election. He also explains why he’s optimistic about the outlook for the biotechnology and pharmaceutical industries.

Two Reasons US Equities May Keep Climbing into 2020
Equity

Two Reasons US Equities May Keep Climbing into 2020

"When we look at the data and what’s going on in the market, we believe this late-cycle period can last much longer than people expect." – Grant Bowers, portfolio manager, Franklin Equity Group

Three Tenets for Investing in Innovation
Equity

Three Tenets for Investing in Innovation

“When we look across the global investment landscape, we see innovation accelerating at a faster pace than ever.” – Matt Moberg, Franklin Equity Group

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

Four Reasons Why Gold Prices Have Been Moving Higher
Equity

Four Reasons Why Gold Prices Have Been Moving Higher

“In our view, the current gold rally is an opportunity for gold-mining companies to show how much cash they can generate in slightly better gold markets.” - Steve Land

Looking Beyond the FAANGs For Fresh Technology Investment Opportunities
Equity

Looking Beyond the FAANGs For Fresh Technology Investment Opportunities

What’s beyond the big names that dominate the tech sector? Our Jonathan Curtis considers lesser-known stocks that play an integral role in the delivery of digital transformation.

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

Don’t Let Home Country Bias Limit Your Investment Potential
Equity

Don’t Let Home Country Bias Limit Your Investment Potential

It’s easy for investors to fall into what is known as “home country bias,” looking only within their own country’s borders for opportunities. That isn’t the case with Franklin Equity Group Portfolio Manager Don Huber—who is always searching the globe for quality growth opportunities. He says investors may be missing the boat if they don’t expand their opportunity set beyond their shores.

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?
Equity

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?

With so much new technology being adopted into our everyday lives, what will stand the test of time, and what will simply be a passing phase? Franklin Equity Group’s Matt Moberg argues active management is crucial to weeding out the life-shaping technologies from the hype.

What Really Stood Out at the 2019 US Consumer Electronics Show
Equity

What Really Stood Out at the 2019 US Consumer Electronics Show

“In our view, it’s important to understand the difference between a commercially viable product and a design concept. At the Consumer Electronics Show, we try to avoid becoming overly excited by product announcements that don’t include a firm price point or a launch date.”– Franklin Equity Group

Mapping the Influence of AI and Machine Learning
Equity

Mapping the Influence of AI and Machine Learning

The evolution of artificial intelligence (AI) has rarely been far from the headlines in recent years. Its influence now reaches into nearly every sector and geography and holds economic and political ramifications that many experts say are on par with the start of the Industrial Revolution in the 18th Century. In a new publication, "Artificial Intelligence: Real Opportunity," our research analysts examine the growing influence of AI across sectors. In this extract, they explain how they evaluate investment potential for AI capabilities.