Beyond Bulls & Bears

COVID-19 Crisis Accelerates the Digital Transformation Trend
Equity

COVID-19 Crisis Accelerates the Digital Transformation Trend

Digital transformation was already underway prior to the COVID-19 pandemic, but the resulting economic crisis has caused an acceleration, according to Franklin Equity Group’s Jonathan Curtis. He shares where his team is looking for potential opportunities within technology during the current period and beyond.

Biotechnology Innovation During COVID-19
Equity

Biotechnology Innovation During COVID-19

Innovation has always been a key driver for the biotechnology industry. Even in the midst of the COVID-19 pandemic, there is still significant progress in the discovery and development of innovative drugs. Franklin Equity Group’s Evan McCulloch and Wendy Lam are excited about three areas of innovation within biotech that they believe will continue to create value in the long term.

Why Tech-Sector Volatility Doesn’t Worry Us
Equity

Why Tech-Sector Volatility Doesn’t Worry Us

While a few companies in the US technology space have been in the hot seat lately, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, is largely unfazed. He said temporary “blips” affecting certain stocks are par for the course as consumers get used to new technologies—and how they impact our lives. He sees the overall long-term fundamental backdrop for the sector as sound.

Self-Driving Vehicles: Evaluating the Possible Impacts
Perspectives

Self-Driving Vehicles: Evaluating the Possible Impacts

The race to develop truly autonomous vehicles continues to pick up speed. Not only are passenger cars in the race, but also trucks and buses. Autonomous vehicle technology truly holds the potential to reshape many industries, in ways we probably haven’t even thought of yet. Recently, Franklin Templeton Investments assembled a panel of industry experts to talk about where they see the future of self-driving technology, and how long they think it will take to get to the finish line.

US Tech Sector: Continued Run-Up or Correction Coming?
Equity

US Tech Sector: Continued Run-Up or Correction Coming?

Since the infamous “dot com” meltdown nearly two decades ago, people have tended to question any sort of extended run-up in technology-sector stocks. Stephen Dover, executive vice president and head of equities at Franklin Templeton Investments and chief investment officer, Templeton Emerging Markets, recently recorded a podcast centered on the theme of technology and how investors might view the sector. In this new podcast, he explains why he thinks the situation today is very different from the dot com meltdown.

Meet the Manager: J.P. Scandalios
Equity

Meet the Manager: J.P. Scandalios

“The technology sector is synonymous with innovation. Innovation can lead to disruption but that disruption also has the potential to generate massive economic returns over time—more so than any other sector, in my opinion.” J.P. Scandalios, Franklin Equity Group®