Beyond Bulls & Bears

Self-Driving Vehicles: The Race to Get Them on the Road

Technological advancements over the past two decades have moved the idea of self-driving cars from the realm of science fiction to fact. Recently, Franklin Templeton Investments assembled a panel of professionals to discuss the competition between traditional vehicle manufacturers and technology companies in the race to develop a truly autonomous car.

Card image cap
Fixed Income

Fed Delivers Another December Rate Hike

“It’s important to note that the United States is still historically in a very low interest-rate environment, and frankly, keeping rates close to zero for a prolonged period really isn’t healthy. In our view, this tightening cycle actually represents a normalising of rates.” - Christopher Molumphy, Franklin Templeton Fixed Income Group

Card image cap
Fixed Income

Why GCC Fixed Income Is an Overlooked Asset Class

Many investors could be underinvested in Gulf Cooperation Council (GCC) bonds, according to Dino Kronfol, chief investment officer, Global Sukuk and MENA Fixed Income. He explains why he believes the fixed income landscape is approaching a turning point—and why more investors may want to consider adding this dynamic asset class to their portfolios.

Card image cap
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

Card image cap
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

Card image cap
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.

Card image cap
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

Card image cap
Equity

Is the Energy Sector Starting to Turn?

“Given the current lower-price environment, market volatility and future uncertainty, many investors have perceived oilfield services stocks as too risky. That, in turn, has led to more attractive valuations for these stocks that we believe could be creating attractive investment opportunities.” – Fred Fromm, Franklin Equity Group

Card image cap
Fixed Income

Global Economic Perspective: November

"Investors’ perceptions about the intentions of central banks, rather than economic fundamentals, are likely to remain the central driver of fixed income markets. Uncertainty created by factors such as geopolitics may only serve to convince policymakers to maintain a looser monetary stance than might otherwise be expected by economic conditions." - Franklin Templeton Fixed Income Group

Card image cap
Perspectives

How Technology Has Set Industries on a Journey of Opportunity

"As we look at the race for fully autonomous automobiles, the question of who will get there first—and more importantly who figures out how to commercialise and monetise this technology once they do get there—is still pretty wide open." - James Cross, Robert Rendler and Robert Stevenson, Franklin Equity Group and Aleck Beach, Franklin Templeton Fixed Income Group

Card image cap
Fixed Income

Where Might Credit Risks Exist? Follow the Supply

“Companies—and entire Industries—have quickly disappeared. When there is tremendous change combined with heavy supply, there are going to be winners and losers. I think we are likely to see an increase in idiosyncratic risk in the marketplace going forward. I’d label this technological innovation disruption.” – Roger Bayston, Franklin Templeton Fixed Income Group

Card image cap
Perspectives

Self-Driving Vehicles: Evaluating the Possible Impacts

The race to develop truly autonomous vehicles continues to pick up speed. Not only are passenger cars in the race, but also trucks and buses. Autonomous vehicle technology truly holds the potential to reshape many industries, in ways we probably haven’t even thought of yet. Recently, Franklin Templeton Investments assembled a panel of industry experts to talk about where they see the future of self-driving technology, and how long they think it will take to get to the finish line.