Beyond Bulls & Bears

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities
Equity

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities

Commodities prices have been moving higher this spring amid rising demand and rising inflation expectations globally as economies emerge from the pandemic. Franklin Equity Group’s Fred Fromm takes a look at the implications for equity investors in the space.

Why the Future Still Means Fossil Fuels, for Now
Equity

Why the Future Still Means Fossil Fuels, for Now

Franklin Equity Group's Fred Fromm and Matt Adams explain why they think natural gas is likely to play a major role in the US transition to cleaner energy.

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil
Equity

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil

Will commodity prices rebound once the coronavirus pandemic ends? Franklin Equity Group’s Fred Fromm gives his take.

What’s Driving Oil Market Volatility?
Equity

What’s Driving Oil Market Volatility?

“The oil prices we are seeing currently are uneconomical for almost all market participants, in our opinion.” – Fred Fromm, Franklin Equity Group

Implications of the Coronavirus for Natural Resource Investors
Equity

Implications of the Coronavirus for Natural Resource Investors

Despite the coronavirus outbreak’s near-term impact on commodity prices and natural resources stocks, Franklin Equity Group's Fred Fromm explains why he thinks the situation is likely to be manageable for most companies in the long run.

Taking a Long-Term View on Oil
Equity

Taking a Long-Term View on Oil

Franklin Equity Group’s Fred Fromm gives his take on global oil markets amid elevated tensions between the United States and Iran.

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

Oil Prices Hit Four-Year High, but Will the Surge Continue?
Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

For the first time in a long while, geopolitics has been driving oil prices higher in an already tight market. With oil prices recently hitting a four-year high, Fred Fromm, vice president and research analyst with Franklin Equity Group, shares his views on the oil-price surge and how he sees buoyant economic growth and investor concern about Middle-East risks once again reshaping the global energy industry.

Will 2018 Be a Record Year for US Dividend Increases?
Equity

Will 2018 Be a Record Year for US Dividend Increases?

Since the passage of US tax reforms last December, some US companies have chosen to reward investors by boosting dividends. Citing sectoral trends, our investment leaders from Franklin Equity Group explain why they think that trend is likely to continue in select industries.

Is the Energy Sector Starting to Turn?
Equity

Is the Energy Sector Starting to Turn?

“Given the current lower-price environment, market volatility and future uncertainty, many investors have perceived oilfield services stocks as too risky. That, in turn, has led to more attractive valuations for these stocks that we believe could be creating attractive investment opportunities.” – Fred Fromm, Franklin Equity Group

An Exciting Time for the Energy Sector
Equity

An Exciting Time for the Energy Sector

"Our general takeaway is that energy sector opportunities in 2017 and 2018 are likely to be more idiosyncratic and company-specific, whereas in the recent past they’ve been driven more by the macro commodity price environment. As fundamental, bottom-up investors, this is an environment we welcome.” Fred Fromm, Franklin Equity Group

Oil-Price Pessimism May Be Presenting Opportunities
Equity

Oil-Price Pessimism May Be Presenting Opportunities

While still volatile, oil prices have been edging higher in recent weeks after falling to the lowest levels since the global financial crisis of ...