Beyond Bulls & Bears

Is it Time for Small-Cap Stocks to Shine?
Equity

Is it Time for Small-Cap Stocks to Shine?

“In our view, US small-cap stocks are currently among the most expensive in the world, especially in the technology and health care sectors. With valuations looking expensive to us in the United States amid rising interest rates, we aren’t finding as many compelling opportunities as we are in Europe and Asia outside of Japan.” - Franklin Equity Group’s Ed Lugo

What Will a US Government Shutdown Mean for Investors?
Equity

What Will a US Government Shutdown Mean for Investors?

US members of Congress are finding themselves at a stand-off over the creation of a border wall between the United States and Mexico. President Trump’s threats to shut down the government if the bill is not passed raise questions and uncertainty that will contribute to increased political risks for investors to consider. Stephen Dover, Head of Equities for Franklin Templeton Investments, shares his perspective about the potential impacts.

PODCAST: Market Volatility: The Factors, Risks and Opportunities
Multi-Asset

PODCAST: Market Volatility: The Factors, Risks and Opportunities

Our emotional reactions can influence our behaviour in many ways—including investing. When markets face heightened volatility, many investors start to panic in fear—sometimes to the detriment of their long-term financial goals. Wylie Tollette, head of Client Investment Solutions, Franklin Templeton Multi-Asset Solutions, looks at the factors driving the latest bout of market volatility, including the impact of short-term investor behaviour. He says times of volatility present opportunities to rebalance one’s portfolio, but adds investors shouldn’t wait for the market to tumble to start thinking about risk management.

Who’s Who in the ETF Ecosystem
LibertyShares

Who’s Who in the ETF Ecosystem

Jason Xavier, head of EMEA ETF Capital Markets at Franklin Templeton Investments, offers a simple explanation of what each role plays in ETF trading.

A Dovish Fed Rate Hike
Fixed Income

A Dovish Fed Rate Hike

The US Federal Reserve raised interest rates for the fourth time this year, but with critics starting to question the central bank’s actions, will it take a tightening pause in 2019? Franklin Templeton Fixed Income Group's Michael Materasso weighs in.

What We Think is Causing Recent Equity Market Volatility
Equity

What We Think is Causing Recent Equity Market Volatility

In the past few months, equity investors have had to cope with something they hadn’t experienced for a while—volatility. While the ups and downs can be unsettling, volatility can also create opportunities for long-term investors. Stephen Dover, our head of Equities, takes a look at where he sees them emerging and breaks down the root causes of the recent market turmoil.

Risk On, Risk Off, or Risk Uncertain?
Alternatives

Risk On, Risk Off, or Risk Uncertain?

While big market swings can be unsettling to many investors, there are a number of alternative investment strategies that aim to turn volatility into opportunity, according to K2 Advisors’ Brooks Ritchey and Robert Christian. They outline some of the market challenges they see ahead, and why they believe certain hedge strategies could find fertile ground.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

Positive catalysts helped European equities edge higher throughout last week. These included the hopes of an easing in global trade-war tensions and political progress in Italy. Nevertheless, concerns over Brexit and some disappointing data from Europe and China continue to cast a dark shadow.

Does a Brexit Resolution Require a New Referendum or a General Election?
Equity

Does a Brexit Resolution Require a New Referendum or a General Election?

Political infighting abounds in the United Kingdom as the clock ticks relentlessly towards the March 29 Brexit date. Amid entrenched positions on all sides, Sandy Nairn, Chairman of Templeton Global Equity Group and CEO of Edinburgh Partners, argues that only a fresh referendum or a general election can break the Brexit deadlock and examines some of the implications for investors.

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

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.

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.