Beyond Bulls & Bears

PODCAST: AI and Machine Learning: A View from Silicon Valley

Whether most of us realise it or not, Artificial Intelligence (AI) has become part of our daily lives. In our latest Talking Markets podcast, two Silicon Valley executives from AI-oriented businesses—Ed Abbo and Alston Ghafourifar—join Franklin Equity Group Research Analyst Ryan Biggs to discuss the state of AI technology, and the urgency for businesses to transform.

Theresa May Holds on, but What Does This Mean for Investors?
Fixed Income

Theresa May Holds on, but What Does This Mean for Investors?

Theresa May has survived a leadership challenge called by Eurosceptic members of her own party and will continue to lead the United Kingdom as it heads towards Brexit. But David Zahn, Franklin Templeton Fixed Income Group’s head of European Fixed Income, warns May’s troubles are not over yet. He predicts further volatility ahead for financial markets, but argues there may be opportunities for shrewd active managers.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

“The European political landscape remains uncertain. We continue to watch for headlines on the Italian budget, and France, as support for French President Emmanuel Macron continues to wane amidst protests and speculations over a vote of no confidence.” Franklin Templeton European Trading Desk team

Distortion, Divergence and Diversification: 2019 Global Investment Outlook
Perspectives

Distortion, Divergence and Diversification: 2019 Global Investment Outlook

Volatility has plagued equity markets globally in 2018—most notably emerging markets and US equity markets. As the US economic expansion officially crossed the nine-year mark in 2018, many investors started to wonder when the cycle would change—and what the catalyst might be. Our senior investment leaders see plenty of reasons to be optimistic about the year ahead, but recognise investment opportunities may be more divergent, with some previously overlooked countries or asset classes potentially taking the spotlight.

Back from the Road Again: Five Things We Learnt from Our European Roadshow
Fixed Income

Back from the Road Again: Five Things We Learnt from Our European Roadshow

On a recent European roadshow, David Zahn, Franklin Templeton’s head of European Fixed Income, had the chance to meet investors from Germany, France, Italy and Spain. In this article, he sets out some of his takeaway messages from the trip, including a couple of surprises.

An Integrated Approach to Managing ESG Risks and Opportunities
Equity

An Integrated Approach to Managing ESG Risks and Opportunities

Information, data and research are the fuel for investment decisions. Over the years, as new information has emerged and evolved, investors have found innovative means to harness new insights to help inform their decisions. Today, some forward-looking investors are deepening their focus on environmental, social and governance (ESG) analysis to provide additional perspectives to complement existing research efforts. Julie Moret, Franklin Templeton’s head of ESG, explains how ESG contributes to an evolved investment evaluation framework and serves as a tool to assess broader holistic risks.

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space
Perspectives

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space

Technological innovations have permeated every aspect of our lives, including the way we save and invest. Franklin Templeton Investments President and Chief Operating Officer Jenny Johnson and Empower Retirement President and Chief Executive Officer Ed Murphy discuss the impact of new technology on the financial services industry, particularly in the areas of wealth management and retirement planning.

Are We Nearly There Yet?: Revisiting the Politics and Processes of Brexit
Equity

Are We Nearly There Yet?: Revisiting the Politics and Processes of Brexit

“We believe it is likely over the coming months risk premiums will rise and potentially spur investment in stocks which have already been largely discounted for a worst-possible Brexit outcome, including the financial services and construction sectors.” - Sandy Nairn, Chairman, Templeton Global Equity Group

Meet the Manager: Wendy Lam
Equity

Meet the Manager: Wendy Lam

“As a biotech investor, my job is to somehow predict the future. I have to predict whether a clinical trial for a drug is going to succeed or fail, whether a drug is going to receive FDA approval or whether physicians will prescribe a drug.” - Wendy Lam

The Glistening Project: Why Some Investors are Looking Again at Gold
Equity

The Glistening Project: Why Some Investors are Looking Again at Gold

For some investors, increasing exposure to gold has been a knee-jerk reaction to bouts of heightened financial market volatility. Franklin Equity Group’s Steve Land says there’s more to gold than that. And he explains why he’s positive about both the prospects for gold and for gold equities.

Could Investors Hold the Key to Tackling Climate Change?
Equity

Could Investors Hold the Key to Tackling Climate Change?

“We think companies actively trying to meet realistic emission reduction targets that are grounded in science could create opportunities for value investors like us. Especially companies that are transitioning to a lower-carbon economy.” - Maarten Bloemen, Templeton Global Equity Group

Theresa May’s Brexit Steeplechase Has Only Just Begun: An Investor’s Perspective
Alternatives

Theresa May’s Brexit Steeplechase Has Only Just Begun: An Investor’s Perspective

UK Prime Minister Theresa May seemed to have cleared the first hurdle in her bid to secure a soft Brexit. Her Cabinet initially backed the withdrawal deal UK and European Union negotiators have agreed to. But subsequently a number of cabinet members resigned. David Zahn, Franklin Templeton’s head of European Fixed Income, warns her most difficult challenge now lies ahead. And he believes there remain plenty of obstacles in her path, with profound implications for investors.