Beyond Bulls & Bears

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Equity

Notes from the Trading Desk – Europe

"We’ll be watching out for the rhetoric from this week’s EU summit, which we expect to be an important driver for UK market sentiment.” - Franklin Templeton European Trading Desk team

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Equity

Why Macron’s Reform Agenda Is Boosting Business Optimism

“We see signs that France’s economy is starting to improve under President Emmanuel Macron. France is enjoying its best streak of economic growth in more than six years. And, French companies are hiring at the fastest pace in almost 17 years." – Katrina Dudley, portfolio manager, Franklin Mutual Series

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Equity

Brexit and the Difficulty in Forecasting UK Market Fortunes

As we head into year-end, UK Equity team’s Colin Morton explains why making predictions for the UK equity market in 2018 is a particularly challenging task this time around.

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Equity

Notes from the Trading Desk – Europe

Last week, there were some notable moves lower in sectors that had outperformed significantly so far this year. It remains to be seen whether this was simply month-end profit-taking or whether we are seeing the beginning of a more significant unwinding in so-called momentum stocks.- Franklin Templeton European Trading Desk team