Beyond Bulls & Bears

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

In this week's Notes from the Trading Desk, our European Trading Desk team discusses a number of catalysts last week which offered some relief from the gloomy tone that has beset emerging markets for some time.

Riding the US Liquefied Natural Gas Wave
Equity

Riding the US Liquefied Natural Gas Wave

“In many parts of the world, constructing pipeline infrastructure to transport natural gas isn’t practical, and domestic production of natural gas outside North America is struggling and on the decline in many countries. That’s why we expect to see an increase in demand for LNG as countries pursue more natural gas-driven policies. The natural gas liquefaction process cools, condenses and transforms the gas into a seaborne commodity that can be ferried around the world in specialised compression tankers.” – Matt Adams, Franklin Equity Group

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

“If the United Kingdom fails to reach a deal or pass it through Parliament, the prospect of a fresh general election is a very real likelihood, in our view, bringing with it much uncertainty.” Franklin Templeton European Trading Desk team

Why We Think the US Equity Bull Market Could Keep Running into 2019
Equity

Why We Think the US Equity Bull Market Could Keep Running into 2019

Now that the US equity bull market has officially hit the history books as the longest on record, some observers are concerned it could soon stumble. Grant Bowers, vice president and portfolio manager, Franklin Equity Group, outlines why he thinks it could keep running into 2019.

Is it Time for Value Stocks to Shine?
Equity

Is it Time for Value Stocks to Shine?

Since 2008, US growth stocks, generally in faster-growing sectors such as technology, have taken the spotlight away from value stocks. Read why some of our investment professionals think that might be changing.

Shining the Spotlight on Domestic Mid-Cap Stocks, Despite Brexit Uncertainty
Equity

Shining the Spotlight on Domestic Mid-Cap Stocks, Despite Brexit Uncertainty

“It’s understandable that UK mid-capitalisation (mid-cap) stocks might have fallen out of favour with some investors… However, we think it is prime time to dig a little deeper into some investment themes we’ve seen at play within the UK mid-cap market.” - Paul Spencer, vice president, portfolio manager, Franklin UK Equity team

Speeding Towards Brexit, Some Off-Ramps Emerge: A Dialogue with Lord Kerr
Perspectives

Speeding Towards Brexit, Some Off-Ramps Emerge: A Dialogue with Lord Kerr

The Brexit clock is ticking as the United Kingdom’s departure from the European Union (EU) is set to take place in March 2019. But is the UK ready to leave? And is there still a chance it won’t? We hear from Sandy Nairn, Templeton Global Equity Group chairman and Edinburgh Partners CEO, and Lord Kerr, former diplomat and current chairman of Scottish Power and crossbench member of the House of Lords.

Meet the Manager: Katrina Dudley
Equity

Meet the Manager: Katrina Dudley

“When I was hired in 2002, I was five months pregnant with my first child. Franklin Mutual Series invested in me, knowing I would need some time off relatively quickly and that I would be going through a significant life change. I think it says a lot about the long-term view we take on everything here.” - Katrina Dudley

Standing Up to Disruption: The Future for Card Payment Systems
Equity

Standing Up to Disruption: The Future for Card Payment Systems

“We believe there are pockets of potential investment opportunities among payment service providers with disruptive technologies and business models―those looking to consolidate the merchant acquirer and processor space with a single-platform approach―and companies with e-commerce platforms that have integrated omni-channel payments support.” - Diana Keenan, Franklin Equity Group

Brexit: Are Markets Underestimating the Chances of the UK Not Leaving?
Equity

Brexit: Are Markets Underestimating the Chances of the UK Not Leaving?

“Given the institutional hurdles to an agreement in the necessary timescale, we don’t see the relatively benign soft Brexit scenario as the most likely outcome. Our view is that the position is much more finely balanced and perhaps there is an equal probability of a range of different outcomes.” - Sandy Nairn, Templeton Global Equity Group

Perspectives on Disruption
Equity

Perspectives on Disruption

“In recent years, we’ve seen a number of developments that suggest investors should rethink what they thought they knew. Countless reports have focused on how new technologies, such as self-driving cars, will disrupt global industries. Yet, some disruptions outside the domain of technology get much less attention." – Stephen Dover, Franklin Templeton Investments

Convertible Securities: a Versatile Asset Class
Equity

Convertible Securities: a Versatile Asset Class

“Given the run we’ve seen in the US equity market over the past few years, many investors may be concerned about stock valuations and their equity exposures. In this environment, some investors may want to consider select exposure to convertible securities.” – Alan Muschott, Franklin Equity Group