Beyond Bulls & Bears

Cutting through the Noise: Trump, Trade and Twitter
Multi-Asset

Cutting through the Noise: Trump, Trade and Twitter

“Could Trump’s words have a long-term impact on global stock markets? At the moment, the leading economic indicators, especially in the United States, continue to point to robust growth.” – Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Revisiting Corporate Credit amidst Market Volatility
Multi-Asset

Revisiting Corporate Credit amidst Market Volatility

“We are seeing firsthand how thriving corporate profitability has supported select corporate bonds at the fundamental level, seemingly in defiance of more aggressive US Federal Reserve policy and political and geopolitical challenges.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

Three Things to Think about When It Comes to Trade
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.

Assessing the Impact of US Metal Tariffs
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

Will the Roar of Market Tensions Tame Global Growth?
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.

The Disruption of Money
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.

How Safe Is NAFTA?
Multi-Asset

How Safe Is NAFTA?

“With trade skirmishes opening up on multiple fronts, we think the United States may feel increased pressure to get a NAFTA deal done ahead of this summer. That’s when the Mexican presidential election and US mid-term election campaigning will be in full swing. Otherwise, the United States risks attempting to win a trade war on multiple fronts, which tends to end badly if history is any guide.” – Stephen Lingard, Franklin Templeton Multi-Asset Solutions

How the After-Effects of Recent Volatility Are Working Their Way Through Markets
Multi-Asset

How the After-Effects of Recent Volatility Are Working Their Way Through Markets

Franklin Templeton Multi-Asset Solutions’ Matthias Hoppe examines the fallout from recent bouts of market volatility from a multi-asset investment perspective.

The Year Ahead: Will the US and Global Expansion Continue in 2018?
Multi-Asset

The Year Ahead: Will the US and Global Expansion Continue in 2018?

January is a month of resolutions and predictions, and perhaps more often than not, both tend to be abandoned come spring. While we don’t have a magic crystal ball to predict where the markets may be headed next, we do have a team of respected professionals who recently assembled to discuss whether they think last year’s economic momentum could continue—and where they see potential threats on the horizon.

The Market Implications of US Tax Reform a Bit Unclear
Multi-Asset

The Market Implications of US Tax Reform a Bit Unclear

"Some market observers have expressed optimism that US tax reform will prove bullish for stocks—and the economy overall—but the reality is that there will be some winners and losers and we don’t ultimately know what the magnitude of the impact will be.” -Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions

A Selective Look at Corporate Credit
Multi-Asset

A Selective Look at Corporate Credit

“In line with a positive assessment of economic fundamentals, we view credit conditions as favourable. Interest rates remain low, corporate balance sheets generally remain strong and debt-service costs appear manageable. Markets still appear receptive to debt offerings.” – Ed Perks, Franklin Templeton Multi-Asset Solutions

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors
Alternatives

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“While we cannot predict market tops or bottoms, we can be prudent in how we position portfolios contextually. Perhaps now is the time to consider dialing back risk to some degree. We believe the easy money in this cycle has already been made.” - K2 Advisors