Beyond Bulls & Bears

Assessing Potential US Health Care Reforms Ahead of an Election Year
Equity

Assessing Potential US Health Care Reforms Ahead of an Election Year

Franklin Equity Group’s Evan McCulloch discusses why we might see US legislation on drug pricing before the 2020 US Presidential Election. He also explains why he’s optimistic about the outlook for the biotechnology and pharmaceutical industries.

Cutting through the Noise: Trump, Trade and Twitter
Multi-Asset

Cutting through the Noise: Trump, Trade and Twitter

“Could Trump’s words have a long-term impact on global stock markets? At the moment, the leading economic indicators, especially in the United States, continue to point to robust growth.” – Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

How Infrastructure Companies Could Rebuild the World
Alternatives

How Infrastructure Companies Could Rebuild the World

“Given these budget constraints at the local, state and federal levels, we think the private sector will likely play a crucial role in funding Trump’s infrastructure plan. In our view, listed infrastructure companies, such as airport, toll road and water-treatment operators, are likely to provide both their capital and their operational expertise.” – Wilson Magee, Franklin Real Asset Advisors

US Equities: Policy Smoke or Solid Pillars?
Equity

US Equities: Policy Smoke or Solid Pillars?

"We continue to see potential opportunities in many sectors of the market, but one area we are particularly excited about is the technology sector. Even more exciting and less obvious are the behind-the-scenes, technology-driven transformations taking place in many industries outside of the technology sector." - Grant Bowers, Franklin Equity Group