Beyond Bulls & Bears

PODCAST: Factoring Inflation and Valuations into Stock-Picking Decisions
Equity

PODCAST: Factoring Inflation and Valuations into Stock-Picking Decisions

Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Equity Group and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions. They also cover the impacts private and special purpose acquisition companies are having on markets. And, why some innovative companies and technology that are changing our lives may not make great investments.

Secular Tailwinds Prevail Across Market Cycles
Equity

Secular Tailwinds Prevail Across Market Cycles

With global equities trading near record highs, many investors are questioning the potential for continued gains going forward. Franklin Equity Group's Matt Moberg believes we are still experiencing a rich backdrop to invest in innovation as many discrete advancements are becoming economically viable in the economy today. 

Quick Thoughts: The Birth of Global Tech Continues
Equity

Quick Thoughts: The Birth of Global Tech Continues

From cloud computing and automation to self-driving cars, technology continues to be one of the world’s hottest sectors. Our Chief Market Strategist Stephen Dover and Portfolio Managers Donald Huber and John Remmert believe active investing in technology and innovation is a global story, and government support and spending in next-generation technologies is likely a long-term positive.

There’s Much More to Tech Investing than the US Market
Equity

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

A Year of Lingering Uncertainty, but Ample Global Opportunities
Equity

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.

US 2020 Election Investment Pulse: Opportunities in Equity Sectors
Equity

US 2020 Election Investment Pulse: Opportunities in Equity Sectors

Our Head of Equities Stephen Dover joined Templeton Global Equity Group CIO Alan Bartlett and Franklin Equity Group Portfolio Manager Grant Bowers to discuss what the latest election results likely mean for the technology and health care sectors. They also share their thoughts on potential investment opportunities in other sectors in a global landscape defined by COVID-19.

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.