Beyond Bulls & Bears

The “Known Unknowns” Surrounding the Public Offering of Saudi’s Crown Jewel
Equity

The “Known Unknowns” Surrounding the Public Offering of Saudi’s Crown Jewel

Bassel Khatoun, our CIO of MENA Equities, discusses what he sees as a set of “known unknowns” that could influence the valuation of Saudi Aramco. He suggests an accurate valuation is premature, pending further clarification.

Why Liquid Alternatives Now
Alternatives

Why Liquid Alternatives Now

“The availability of liquid alternative vehicles has expanded rapidly over the past decade, paired with a strategic interest to provide retail investors with access to diversified sources of potential alpha to complement their traditional portfolios.” David Saunders, K2 Advisors

Behind the Record-Breaking GCC Debt Issuances
Fixed Income

Behind the Record-Breaking GCC Debt Issuances

“Despite a surge in debt issuance from the GCC region, its debt market is by no means saturated. We think it’s a region that is under-represented on the international stage and in which most participants are chronically under-invested.” Dino Kronfol, CIO, Franklin Templeton Global Sukuk and MENA Fixed Income Strategies.

Global Economic Perspective: May
Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

Trade and Taxes in a World With Borders
Fixed Income

Trade and Taxes in a World With Borders

“Successful [US] corporate tax reform would go a long way in promoting the incentives for real investment over the long term. Since weak investment has been identified as a potential drag on productivity growth since the global financial crisis, this shift in incentives could have strong and long-lived benefits.” - Michael Hasenstab

Why We’re Expecting a Return to Normality
Fixed Income

Why We’re Expecting a Return to Normality

"The argument that investors should confine themselves to risk-free assets because the world is on the brink of adopting a swathe of radical fiscal and monetary policies or because we’re facing the prospect of the break-up of the EU, seems to me to be specious."

The Political Implications of Macron’s Win in France
Perspectives

The Political Implications of Macron’s Win in France

In the wake of Emmanuel Macron’s victory in the French presidential race, what’s next for investors? Matthias Hoppe, senior vice president and ...

French Election Result: Macron Wins, But Can He Deliver?
Equity

French Election Result: Macron Wins, But Can He Deliver?

There were no surprises as French voters elected Emmanuel Macron as their new president after the second round of voting.

Municipal Bonds: Not Just for US Investors Any More
Perspectives

Municipal Bonds: Not Just for US Investors Any More

One area of possible bipartisan consensus under the new US Trump administration may be a renewed emphasis on infrastructure spending. This could result in new public-private partnerships and the issuance of qualified public infrastructure bonds.