Beyond Bulls & Bears

The Federal Reserve: Dealer’s Choice
Fixed Income

The Federal Reserve: Dealer’s Choice

The US Federal Reserve cut its benchmark short-term interest rate for the first time in 11 years in what Chairman Jerome Powell called a “mid-cycle adjustment” to sustain the US economic expansion. Powell appeared to struggle to reconcile his admission the US economy is strong with this decision, says Franklin Templeton Fixed Income CIO Sonal Desai. She shares her thoughts on the July policy meeting and the potential market implications.

The Five Building Blocks of Effective Impact Management
Alternatives

The Five Building Blocks of Effective Impact Management

No single, unified best practice has yet emerged for impact investing, and a proliferation of methodologies and metrics has introduced an element of confusion. Simply navigating through all the resources available to impact investors can be a challenge. In the second post in this three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, help guide us through what they call the “five building blocks” of effective impact management.

PODCAST: Engaging a New Generation of Investors
Equity

PODCAST: Engaging a New Generation of Investors

We recognise the financial services sector is in the midst of a digital journey as participants feel the footsteps of big technology platforms encroaching on their space. In many cases, these new entrants see a fundamentally more efficient way of serving customers and extracting value and insights about their customers using digital technologies. Franklin Equity Group's James Cross, along with a panel of three CEOs at other companies, explores appealing to a new generation of customers, with new solutions.

A Northern View: 10 Years into a Canadian Bull Market
Equity

A Northern View: 10 Years into a Canadian Bull Market

While there has been a lot of focus among many investors on the length of the US economic expansion, there are other countries experiencing similarly long—or longer—expansions of their own. One of these is Canada, the United States’ northern neighbour. Our Head of Equities Stephen Dover, along with Managing Director Purav Jhaveri and our Canada-based portfolio managers Garey Aitken and Tim Caulfield, explore the dynamics in Canada’s markets.

Four Reasons Why Gold Prices Have Been Moving Higher
Equity

Four Reasons Why Gold Prices Have Been Moving Higher

“In our view, the current gold rally is an opportunity for gold-mining companies to show how much cash they can generate in slightly better gold markets.” - Steve Land

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Second-quarter corporate earnings season continues in earnest, with releases likely to drive the larger market moves. It’s also another busy week for central banks, as we hear from the Bank of Japan on Tuesday, the Federal Reserve on Wednesday, and the Bank of England on Thursday.

An Introduction to Impact Investing
Alternatives

An Introduction to Impact Investing

Interest in impact investing is growing within the asset management industry, but there is still some confusion about it. We view impact investing’s defining feature as the explicit intention to generate positive, measurable social and environmental outcomes alongside a financial return. In the first of a three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, provide an overview of what impact investing is—and isn’t.

New UK Prime Minister Boris Johnson Faces Challenges at Home and Abroad
Fixed Income

New UK Prime Minister Boris Johnson Faces Challenges at Home and Abroad

Boris Johnson, one of the most enthusiastic supporters of Brexit, is the United Kingdom’s new prime minister. David Zahn, Franklin Templeton’s Head of European Fixed Income, doubts Johnson will have much of a honeymoon period in the new role as he faces stiff challenges domestically and internationally, with global markets scouring his every move.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

We expect the conclusion of the UK Conservative leadership battle and the stance of the UK’s new leader will dominate headlines this week. We can also expect more developments from both Italy and Spain on the political front. Earnings season in Europe will see its busiest week of the quarter so far, with single stock moves likely to impact indices.

End-of-Cycle Management
Equity

End-of-Cycle Management

As the US economic cycle continues to age, many are starting to question when—and how—it will end. Our Head of Equities Stephen Dover says it’s certainly wise for investors to prepare, but doesn’t see reason to think a recession is on the immediate horizon.

Food Security Through an ESG Lens
Fixed Income

Food Security Through an ESG Lens

“Given the already tight supply and demand balance and the expectation for further demand growth, the prices for meat-based proteins in general and pork are expected to continue to increase.” - S. James McGiveran III, Research Analyst, Franklin Templeton Fixed Income Group.

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally
Equity

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally

In today’s world of disruptive innovations, biotechnology is entering the most transformative phase our health care analysts have seen in 25 years. Since mapping out the human genome in 2003, drugs using new treatment paradigms—like gene and cellular therapies—have jumped out of laboratories and into the marketplace to tackle humanity’s most vexing diseases.