Beyond Bulls & Bears

Three Reasons to Consider Dividend Growers

“As long-term investors, our strategy is to invest in rising dividends companies, or companies with a demonstrated track record of substantial and sustainable dividend growth.”– Nick Getaz and Matt Quinlan, Franklin Equity Group

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Those expecting a sleepy August for equity markets were probably shocked at the volatility we saw across global equity markets last week, as weak macro data and US Treasury yield-curve inversion raised recessionary fears.

Why European Fixed Income Can Still Have Value Even with Negative Yield
Fixed Income

Why European Fixed Income Can Still Have Value Even with Negative Yield

“We believe that with the combination of an expected ECB rate cut in September and a positively shaped yield curve, European bonds could still remain attractive in global terms.” - John Beck, Director Fixed Income, London, Franklin Templeton

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

Yield Curve Hysteria
Fixed Income

Yield Curve Hysteria

The inversion of the Treasury yield curve has recently gotten a lot of attention in the financial press as being a harbinger of economic malaise ahead. Our Fixed Income CIO Sonal Desai says these conclusions are misguided.

PODCAST: Health Care Sector Innovation and Insight
Equity

PODCAST: Health Care Sector Innovation and Insight

The biopharma industry has the potential to save lives with dramatic breakthroughs in new therapeutic drugs. In our latest “Talking Markets” podcast, our Head of Equities Stephen Dover speaks with analysts Steven Kornfeld and Krzysztof Musialik about health care innovations, particularly in the area of biopharma. They point out that in some cases, emerging markets are actually leading the way.

Trade Tensions Flare: Where Do We Go from Here?
Multi-Asset

Trade Tensions Flare: Where Do We Go from Here?

Market volatility has been on the rise as US-China trade tensions continue to flare and recent central bank activity has created more questions than answers. As such, many investors have been on edge. Franklin Templeton Multi-Asset Solutions CIO Ed Perks, and Gene Podkaminer, Head of Multi-Asset Research Strategies, present the team’s latest thoughts on where the global economy is headed—and how investors should think about risk today. They say the persistent uncertainty calls for a cautious and nimble stance.

Adrift: Has Monetary Policy Become Unanchored?
Fixed Income

Adrift: Has Monetary Policy Become Unanchored?

In light of the Federal Reserve’s recent interest-rate cut, our Fixed Income CIO Sonal Desai takes a look at how US central bank thinking seems to have changed, and whether there’s a risk of having interest rates too close to zero. She argues deflation risks are overblown and looser monetary policy will lead to increased financial market distortions.

Impact Investing in Practice: Social Infrastructure
Alternatives

Impact Investing in Practice: Social Infrastructure

To understand how impact management can be applied in practice, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, took an example from the real estate sector and considered the specific demands of social infrastructure. The third post of this three-part series explores why social infrastructure can be seen as a natural fit for most impact investors.

The Federal Reserve: Dealer’s Choice
Fixed Income

The Federal Reserve: Dealer’s Choice

The US Federal Reserve cut its benchmark short-term interest rate for the first time in 11 years in what Chairman Jerome Powell called a “mid-cycle adjustment” to sustain the US economic expansion. Powell appeared to struggle to reconcile his admission the US economy is strong with this decision, says Franklin Templeton Fixed Income CIO Sonal Desai. She shares her thoughts on the July policy meeting and the potential market implications.

The Five Building Blocks of Effective Impact Management
Alternatives

The Five Building Blocks of Effective Impact Management

No single, unified best practice has yet emerged for impact investing, and a proliferation of methodologies and metrics has introduced an element of confusion. Simply navigating through all the resources available to impact investors can be a challenge. In the second post in this three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, help guide us through what they call the “five building blocks” of effective impact management.

PODCAST: Engaging a New Generation of Investors
Equity

PODCAST: Engaging a New Generation of Investors

We recognise the financial services sector is in the midst of a digital journey as participants feel the footsteps of big technology platforms encroaching on their space. In many cases, these new entrants see a fundamentally more efficient way of serving customers and extracting value and insights about their customers using digital technologies. Franklin Equity Group's James Cross, along with a panel of three CEOs at other companies, explores appealing to a new generation of customers, with new solutions.