Beyond Bulls & Bears

Age of AI
Equity

Age of AI

Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth. Grant Bowers, portfolio manager with Franklin Equity Group, offers a unique perspective of the challenges and benefits of this evolving and disruptive technology.

US equities: Opportunities amid turbulence
Equity

US equities: Opportunities amid turbulence

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.

An Update on US Growth and Post-Pandemic Equity Opportunities
Equity

An Update on US Growth and Post-Pandemic Equity Opportunities

Franklin Equity Group Portfolio Manager Grant Bowers discusses whether recent moderation in US growth will continue, and where he’s finding opportunities in equities today.

Pent-Up Consumer Demand Fuels US Recovery
Equity

Pent-Up Consumer Demand Fuels US Recovery

What are “epicenter stocks” and what role do they play in an economic recovery? Read more from Franklin Equity Group’s Grant Bowers.

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets
Equity

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

US 2020 Election Investment Pulse: Opportunities in Equity Sectors
Equity

US 2020 Election Investment Pulse: Opportunities in Equity Sectors

Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity Group Portfolio Manager Grant Bowers to discuss what the latest election results likely mean for the technology and health care sectors. They also share their thoughts on potential investment opportunities in other sectors in a global landscape defined by COVID-19.

Outlook and Implications for the Upcoming US Election
Equity

Outlook and Implications for the Upcoming US Election

Franklin Equity Group Portfolio Manager Grant Bowers considers what potential election outcomes could mean for the US equity market. He also explains why he thinks investors should prepare for possible bouts of equity market volatility.