Beyond Bulls & Bears

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.

PODCAST: Market Movements: Outlook and Valuations for US Equities
Equity

PODCAST: Market Movements: Outlook and Valuations for US Equities

Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis take an in-depth look at US equities following the latest market movements. They also share their outlooks for the technology and biotech sectors in particular.

PODCAST: Preparing for a Recession: What’s Different from the Global Financial Crisis
Perspectives

PODCAST: Preparing for a Recession: What’s Different from the Global Financial Crisis

Uncertainty is gripping global markets as a result of the COVID-19 virus and oil price war. Stephen Dover, our Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, discuss navigating these market shocks.

The “New Normal” for ETF Trading?
LibertyShares

The “New Normal” for ETF Trading?

Thoughts on the “new normal” in ETF trading during these turbulent times from our Head of Capital Markets, Global Exchange-Traded Funds.

Navigating the Muni Market in Today’s Environment
Fixed Income

Navigating the Muni Market in Today’s Environment

As coronavirus-related market volatility expands into municipal bonds, the Franklin Municipal Bond Department explains how they are navigating an increasingly challenging muni-market environment.

Looking Ahead: Market Volatility and Preparing for Possible Outcomes
Multi-Asset

Looking Ahead: Market Volatility and Preparing for Possible Outcomes

Franklin Templeton Multi-Asset Solutions’ Gene Podkaminer and Wylie Tollette discuss the heightened market volatility following the spread of the coronavirus. Check out our latest “Talking Markets” podcast.

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

Separating Policy from Politics
Multi-Asset

Separating Policy from Politics

Our Gene Podkaminer and Wylie Tollette explain why they think campaign talk ahead of the 2020 US presidential election might not lead to major policy changes.

Viewing Volatility Versus Uncertainty Through an ETF Lens
LibertyShares

Viewing Volatility Versus Uncertainty Through an ETF Lens

Investors certainly have had to face both volatility and uncertainty these past few weeks given coronavirus concerns and other geopolitical risks. David Mann, our Head of Capital Markets, Global Exchange-Traded Funds (ETFs), talks about the difference between the two through the lens of ETF trading.

Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update
Multi-Asset

Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update

The spread of the coronavirus has created heightened market volatility in recent weeks, but the Franklin Templeton Multi-Asset Solutions team remains focused on long-term market fundamentals. Here, Ed Perks and Gene Podkaminer offer an update on how they are approaching the situation, and which countries appear more insulated to growth shocks.

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.

Closing the European Performance Gap
Equity

Closing the European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.