Beyond Bulls & Bears

Allocation Views: Taking a Nimble Approach to 2020
Multi-Asset

Allocation Views: Taking a Nimble Approach to 2020

Although easing US-China trade tensions have renewed investor optimism about global economic growth, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer still see some potential geopolitical headwinds on the horizon. In the latest edition of “Allocation Views,” they share their concerns and explain why they continue to believe navigating challenges in the year ahead will require nimble management.

Allocation Views: 2020 Appears Tilted to the Downside
Multi-Asset

Allocation Views: 2020 Appears Tilted to the Downside

While US-China trade tensions and other concerns prompt a cautionary stance when it comes to risk assets, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer nonetheless remain positive about the US equity market in the year ahead, citing a number of long-term growth drivers that still remain in place. In the latest edition of “Allocation Views,” they share their 2020 outlook.

Keeping One’s Options Open: The Case for Convertible Securities
Equity

Keeping One’s Options Open: The Case for Convertible Securities

When the outlook is uncertain, it can be good to keep one’s options open. Alan Muschott, vice president and portfolio manager, Franklin Equity Group, says convertible securities’ ability to adapt to myriad market conditions makes them an attractive vehicle as we head into the uncertainties of the year ahead. He outlines why companies issue convertible securities—and why many investors find them an attractive addition to their portfolios.

The Market Implications of US Tax Reform a Bit Unclear
Multi-Asset

The Market Implications of US Tax Reform a Bit Unclear

"Some market observers have expressed optimism that US tax reform will prove bullish for stocks—and the economy overall—but the reality is that there will be some winners and losers and we don’t ultimately know what the magnitude of the impact will be.” -Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions

Exporting the “Bacon Genie” and Other Reasons to Be Bullish
Alternatives

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

From “Bacon Genies” to “Snuggies,” there’s little doubting Americans have a thirst for consumer goods, even those that don’t always appear to ...

2015 Investment Outlook: Reasons We Still Like Global Equities
Alternatives

2015 Investment Outlook: Reasons We Still Like Global Equities

We continue to favor equities in emerging Asia over emerging Latin America due to what we view as stronger corporate fundamentals and attractive valuations.