Beyond Bulls & Bears

Muni Market View on The American Jobs Plan
Fixed Income

Muni Market View on The American Jobs Plan

US President Joe Biden recently announced an ambitious new $2 trillion infrastructure plan, which touches many areas of the US economy. Jennifer Johnston, director of research, Franklin Templeton Municipal Bonds, outlines some highlights of this sweeping legislation, and how it could impact the muni market.

Why the Future Still Means Fossil Fuels, for Now
Equity

Why the Future Still Means Fossil Fuels, for Now

Franklin Equity Group's Fred Fromm and Matt Adams explain why they think natural gas is likely to play a major role in the US transition to cleaner energy.

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure
Equity

Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure

The US state of Georgia held January runoff elections that determined two Democrats as their US senators, giving the Democratic Party control of the legislative and executive branches through 2022. Our Head of Equities, Stephen Dover, thinks active investment opportunities can be found in Democratic priorities including green energy and infrastructure, and also within small-cap companies.

US 2020 Election Investment Pulse: Neutral to Positive for Municipals
Fixed Income

US 2020 Election Investment Pulse: Neutral to Positive for Municipals

Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications of the US elections for the municipal bond market, against a backdrop of COVID-19.

Monitoring Biotech’s Race for a Vaccine
Equity

Monitoring Biotech’s Race for a Vaccine

Franklin Equity Group's Evan McCulloch and Wendy Lam give their take on when a COVID-19 vaccine could be available for public use.

US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk
Multi-Asset

US 2020 Election Investment Pulse: Stimulus and Thinking Differently about Risk

As investors await the US presidential election’s final outcome, our Head of Equities Stephen Dover joined Franklin Templeton Investment Solutions’ Gene Podkaminer to discuss why they think it is increasingly vital for a divided US Congress to provide additional fiscal stimulus to get the US economy back on track amid the COVID-19 pandemic. They also share their views on how certain macroeconomic factors, such as inflation and growth, as well as fiscal and monetary policy, could affect potential investments across global asset classes.

Muni Bond Perspectives on the 2020 Election
Fixed Income

Muni Bond Perspectives on the 2020 Election

How might the November US election affect municipal bonds? Our muni bond team looks at potential impacts at the local, state and national levels.

Outlook and Implications for the Upcoming US Election
Equity

Outlook and Implications for the Upcoming US Election

Franklin Equity Group Portfolio Manager Grant Bowers considers what potential election outcomes could mean for the US equity market. He also explains why he thinks investors should prepare for possible bouts of equity market volatility.