Beyond Bulls & Bears

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.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

“The European political landscape remains uncertain. We continue to watch for headlines on the Italian budget, and France, as support for French President Emmanuel Macron continues to wane amidst protests and speculations over a vote of no confidence.” Franklin Templeton European Trading Desk team

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.

Back from the Road Again: Five Things We Learnt from Our European Roadshow
Fixed Income

Back from the Road Again: Five Things We Learnt from Our European Roadshow

On a recent European roadshow, David Zahn, Franklin Templeton’s head of European Fixed Income, had the chance to meet investors from Germany, France, Italy and Spain. In this article, he sets out some of his takeaway messages from the trip, including a couple of surprises.