Beyond Bulls & Bears

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.

A Value Investor View of Market Dynamics and Potential Dislocations
Equity

A Value Investor View of Market Dynamics and Potential Dislocations

Equities saw strong 2019 performances across the globe, so the big question for investors is whether the bullish momentum can continue. Templeton Global Equity Group’s Alan Bartlett and Tony Docal provide a look at what drove the positive performances around the globe in late 2019, and how they are poised to take advantage of any potential dislocations in the year ahead.

Monitoring China’s Outbreak, and Other Potential Market Shocks
Fixed Income

Monitoring China’s Outbreak, and Other Potential Market Shocks

The Templeton Global Macro team takes a look at the implications of the coronavirus in China, and positioning for potential market shocks.

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.

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020
Multi-Asset

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested. In our latest “Talking Markets” podcast, Franklin Templeton Fixed Income Group CIO Sonal Desai, Franklin Templeton Multi-Asset Solutions CIO Ed Perks and our Head of Equities Stephen Dover, share their outlook

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.