Beyond Bulls & Bears

Greener Post-Election Germany Likely, but Limited Fixed Income Impact
Fixed Income

Greener Post-Election Germany Likely, but Limited Fixed Income Impact

The German election resulted in change in party leadership, but market impact should be limited, according to David Zahn, our Head of European Fixed Income. He shares an overview of the election implications.

Coalition Politics: Compromise is Key to Funding Germany’s Future
Multi-Asset

Coalition Politics: Compromise is Key to Funding Germany’s Future

A three-party coalition could soon govern Germany for the first time in the country’s history following recent elections. Matthias Hoppe, senior vice president and portfolio manager, Franklin Templeton Investment Solutions, believes uncertainty caused by coalition talks is likely to increase volatility in Europe’s financial markets, but changing a conservative attitude to public spending is the real challenge for a new government as Germany wrestles with the reality of increasing macro-economic imbalances and a stated aim to achieve carbon neutrality by 2045.

Europe’s “Man on the Moon” Moment
Equity

Europe’s “Man on the Moon” Moment

While 2020 brought many challenges and uncertainties for investors in Europe, Franklin Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi see reasons to be optimistic about the future. They outline positive long-term attributes many may be overlooking.

A Hard Brexit Would Remove Uncertainty for Markets
Fixed Income

A Hard Brexit Would Remove Uncertainty for Markets

"Two and a half years ago, with all the options for a negotiated Brexit on the table, a Hard Brexit seemed to be the worst-case scenario. Now, markets may feel that it’s preferable to bring an end to the uncertainty and accept the short-term pain." David Zahn, Head of European Fixed Income

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.

European QE: Has It Been Worth the Effort?
Fixed Income

European QE: Has It Been Worth the Effort?

Despite unprecedented accommodative monetary policy, including near-record-low interest rates and a massive asset-buying program, the eurozone’s ...

Europe: Back to Business
Equity

Europe: Back to Business

After a contentious period of negotiations, the odds of a so-called “Grexit,” or Greek exit from the euro, were drastically reduced as Greece ...

Brexit Signs: Envisioning an EU Without the UK
Equity

Brexit Signs: Envisioning an EU Without the UK

The victory of the center-right Conservative Party in the recent UK election, while broadly welcomed by financial markets, has brought back to the ...

In the Know: Europe’s Capital Markets Union
Equity

In the Know: Europe’s Capital Markets Union

In the Know: Professionals at Franklin Templeton Investments offer a quick but insightful update on a pressing investment topic. Today, Templeton ...

The Eurozone Plots Its Long Road to Recovery
Fixed Income

The Eurozone Plots Its Long Road to Recovery

Growth in much of Europe is slow—some observers even say the economy is moving sideways. Lately, the eurozone seems to have more in common with ...

A Revolutionary Idea: Investing in Europe (even Russia)
Equity

A Revolutionary Idea: Investing in Europe (even Russia)

The eurozone appeared to have emerged from a prolonged recession when conflict in Ukraine intensified earlier this year with Russia’s annexation ...

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?
Equity

Will the Russia-Ukraine Crisis Chill Europe’s Recovery?

As the crisis in Ukraine and resulting geopolitical tensions between Russia and the West continues with no durable solution yet, many investors ...