Beyond Bulls & Bears

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Equity

Notes from the Trading Desk – Europe

"Last week, there were several significant events for investors to digest, including central bank meetings from the Fed, ECB and BOJ, and further news on trade tariffs between the United States and China. With so many events going in different directions, it was not surprising to see it was a mixed picture for equity markets." Franklin Templeton European Trading Desk team

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Perspectives

Three Things to Think about When It Comes to Trade

The drumbeat of global trade tensions may have softened for a bit as other geopolitical noise grew louder, but it never really went away. Here, investment leaders from Franklin Templeton explain why they aren’t concerned about a trade war—at least not yet.

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Equity

Why We See European Equities as a Catch-Up Opportunity

Equity markets seem to have calmed after the short, sharp volatility some political upheaval in Italy and Spain provoked last month. Templeton Global Equity Group's Dylan Ball considers the situation in Europe and where he sees value.

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Multi-Asset

Assessing the Impact of US Metal Tariffs

“If a trade war develops and slows global growth in an environment of higher inflation and higher budget deficits, we think most global stock markets are likely to fall in tandem.” – Stephen Lingard, Franklin Templeton Multi-Asset Solutions

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Equity

Italian Politics + US Trade Tariffs = Market Turmoil

There seems to be no shortage of market-moving events of late, and no shortage of market volatility. In recent days, oil has hit a four-year high, Italy has been thrust into the spotlight amid a political crisis and trade-war fears between the United States and several of its key allies have again flared up after US President Donald Trump’s administration slapped them with tariffs. Katrina Dudley, portfolio manager and research analyst with Franklin Mutual Series, weighs in on it all.

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Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

For the first time in a long while, geopolitics has been driving oil prices higher in an already tight market. With oil prices recently hitting a four-year high, Fred Fromm, vice president and research analyst with Franklin Equity Group, shares his views on the oil-price surge and how he sees buoyant economic growth and investor concern about Middle-East risks once again reshaping the global energy industry.

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Equity

A Big World for European Small- and Mid-Cap Stocks

“In a potentially more uncertain market environment characterised by higher volatility and rising interest rates, we believe that in-depth stock analysis can uncover overlooked or unfairly punished European small-cap investments.” - Ed Lugo, Franklin Equity Group

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Equity

Is It Time For Value Investing to Return to the Limelight?

In recent years, value investing has played second fiddle to growth investing. But now could the stage be set for its return to the limelight? Franklin Mutual Series CEO Peter Langerman weighs in with his thoughts and explains why he is optimistic.

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Equity

Will 2018 Be a Record Year for US Dividend Increases?

Since the passage of US tax reforms last December, some US companies have chosen to reward investors by boosting dividends. Citing sectoral trends, investment leaders from Franklin Equity Group explain why they think that trend is likely to continue in select industries.

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Multi-Asset

Will the Roar of Market Tensions Tame Global Growth?

The first quarter of 2018 started out like a lamb but went out like a lion as long-dormant volatility began to roar. Issues like inflation fears, trade tensions and geopolitical risks contributed to market turbulence, leaving many investors wondering whether these issues will put a damper on global growth—and end the US market’s nine-year bull run. Three of Franklin Templeton’s senior investment leaders—Stephen Dover, Christopher Molumphy and Ed Perks—weigh in.

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Perspectives

The Disruption of Money

While speculators have been flocking to virtual currencies with intense fervour, professional investors have largely taken a more cautious approach. Roger Bayston, senior vice president, Franklin Templeton Fixed Income Group; Austin Trombley, vice president and data scientist, Franklin Templeton Fixed Income Group; and Anthony Hardy, research analyst with Franklin Equity Group, recently took part in a panel discussion on the topic. They discuss how digital currencies work, how blockchain technology has the potential to impact many facets of our lives, and how they feel about the investment case for this rapidly changing space.

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Equity

Will 2018 be a Banner Year for US Bank Stocks?

“In our view, select large-capitalisation US banks are likely to benefit from a growing US economy, higher interest rates and a less-restrictive regulatory environment. As a result, we think they have room to increase dividends and stock buybacks as earnings improve and capital is freed up.” – Matt Quinlan, Franklin Equity Group