Beyond Bulls & Bears

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Equity

Notes From the Trading Desk – Europe

We regard the eerie calm in market volatility we saw in 2017 as an historical anomaly. Although equity markets appear to have stabilised for now, we would expect to see further volatility ahead as central banks move away from an easing bias in coming months and years.

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Fixed Income

1-on-1 With Michael Hasenstab: Market Changes and Challenges

Take an around-the-world market tour with Templeton Global Macro CIO Michael Hasenstab in our latest “Talking Markets” podcast. Hasenstab shares his thoughts on navigating today’s market challenges. He covers recent market volatility, inflationary threats in the United States, upcoming elections in Latin America, potential “fault lines” in Europe and credit risk in China.

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Equity

Notes From the Trading Desk – Europe

"Because the [stock market] correction doesn’t appear to be routed in fundamental issues, there is an argument that investors are finding it perhaps more unsettling. The inability to point towards clear geopolitical, economic or corporate reasons may have left some market participants suspicious and lacking confidence in what will happen next." - Franklin Templeton European Trading Desk Team

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Equity

Earnings Growth Underpins Our Solid Outlook for European Equities

Some investors seem to be questioning whether there’s still room for additional growth in European equities, particularly if interest rates start to rise. However, Templeton Global Equity Group’s Dylan Ball suggests labour reforms across the continent should give many firms the operating leverage they need to drive further earnings growth during 2018.

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Equity

Seeing the Big Picture in Market Corrections

While we don’t know when the equity market’s recent volatility will settle down, it’s important to consider the big-picture, fundamental backdrop for the market, and not get caught up in short-term sentiment swings, according to Franklin Templeton’s head of equities, Stephen Dover. And, he believes the fundamental backdrop still looks solid.

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Perspectives

Keeping Calm When Volatility Strikes

While volatile markets occasionally present a challenge for global investors, it is our view that a knee-jerk reaction is rarely the best response. With careful consideration, the benefit of experience and an active approach, we believe periods of market turmoil can often be a time of great opportunity.

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Equity

Insights from the 2018 US Consumer Electronics Show

“We go to the Consumer Electronics Show (CES) to see how leading public and private technology companies are positioning themselves for what is next, and what products are likely to break into the mainstream. At this year’s CES, we saw three key themes: smart speakers, autonomous driving and artificial intelligence (AI).” – Jonathan Curtis and Robert Stevenson, Franklin Equity Group.

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Equity

Notes From the Trading Desk – Europe

We’ve seen some dramatic headlines in the wake of last Friday's US equity selloff, but it’s important to remember that equities have had an incredible run over the past year. In relative terms, we consider this pullback to be reasonably small. - Franklin Templeton European Trading Desk Team

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Equity

What Might Be More Important than Brexit to UK Equities Is…

“We think there are reasons to believe Brexit should represent just a blip on the country’s long-term economic prospects. Although it may feel like a major issue right now, Brexit likely won’t define the United Kingdom in 5-10 years.” - Colin Morton, UK Equity team.