March 25, 2014
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March 18, 2014
Hasenstab: Separating the Wheat from the ChaffApril 22, 2014
"We recognize that there has been a period of elevated volatility in the early part of 2014, but we are quite excited about the opportunities we think the rest of the year will bring. "
"Having weathered the turbulence that emerged in the middle of last year over the Fed’s intentions, it is to be hoped that investors are prepared for a possible inflection in the Fed’s dovish monetary policy stance should economic data show the US economy to be on a firmer footing after the winter slowdown. "
Franklin Templeton Fixed Income Group® Christopher Molumphy Michael Materasso Roger Bayston Michael Hasenstab John Beck US Interest Rates Likely ...
"Given rallies in major developed equity markets over the past year and a half, clients are increasingly interested in how to effectively hedge equity exposure amid the prospect of near-term volatility. "
In a globalized world where all markets seem to move in lockstep at times, many investors seeking new ways to diversify traditional stock and bond ...
"While Brazil may no longer be the darling of the emerging markets world it once was, the pessimism may now be overdone relative to fundamentals, providing opportunity for investors that may be overlooked by others. "
Over a decade ago, Brazil was designated as one of an elite group of emerging market powerhouses along with Russia, India and China and dubbed one ...
Ukraine is a country both rich with potential and strategically well positioned. While recent events have been very difficult for many, the people ...
"From our viewpoint at Franklin Equity Group®, US stocks have acted rationally over the last five years, reflecting the improving economic backdrop and strong corporate earnings growth we see. "
It took a while, but investors finally seem to have shaken off some of the lingering fear that has plagued the US equity market since the ...
"Regardless of how the fundamentals of the eurozone, the EU or Europe are presented, we believe investors should avoid viewing these units as homogenous."
Interest rates in many parts of the world are starting to rise after a long period when, due to the depth and severity of the financial crisis in ...