Beyond Bulls & Bears

Presidential Election Complicates US Market Outlook
Perspectives

Presidential Election Complicates US Market Outlook

The global market outlook is already hazy in light of the COVID-19 pandemic, and the upcoming US presidential election adds another layer of uncertainty. In this excerpt from our Midyear Global Investment Outlook, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks offer their views of today’s investment landscape, including the upcoming US elections and economic outlook.

Hasenstab: US Election Rhetoric vs. Realities
Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

Notes from the Trading Desk – US Election Special
Perspectives

Notes from the Trading Desk – US Election Special

Franklin Templeton’s Notes from the Trading Desk offers a weekly overview of what our professional traders and analysts are watching in the ...

America Decides: A Vote for Change
Equity

America Decides: A Vote for Change

With Donald Trump emerging victorious in the US presidential race, many investors may be thinking: Now what? Here, Ed Perks, CIO of Franklin ...

Stock-Market Value Hunting—and a Potential Post-Election Outcome
Equity

Stock-Market Value Hunting—and a Potential Post-Election Outcome

Value-oriented strategies had been out of favor for the past couple of years, but seem to have turned a corner in recent months. Tucker Scott, ...

What’s Driving US, European Voter Resentment?
Equity

What’s Driving US, European Voter Resentment?

Across the world, there has been a surge in support for populist causes and politicians, from the rise of Syriza in Greece and the vote for Brexit ...

Fixed Income Markets and the US Election: What Really Matters
Fixed Income

Fixed Income Markets and the US Election: What Really Matters

Franklin Templeton Fixed Income Group’s Chris Molumphy says despite the media frenzy surrounding the US presidential election, the implications ...

US Election Implications for Europe: What Many Observers Are Missing
Fixed Income

US Election Implications for Europe: What Many Observers Are Missing

Global political uncertainly has been plaguing investors around the world for months. With the UK Brexit vote behind us, attention now turns to ...

Politics, Policies and Market Resiliency
Multi-Asset

Politics, Policies and Market Resiliency

This year has been one full of uncertainty and surprises on many fronts. While the United States has been embroiled in pre-presidential election ...