Beyond Bulls & Bears

Don’t Let Home Country Bias Limit Your Investment Potential
Equity

Don’t Let Home Country Bias Limit Your Investment Potential

It’s easy for investors to fall into what is known as “home country bias,” looking only within their own country’s borders for opportunities. That isn’t the case with Franklin Equity Group Portfolio Manager Don Huber—who is always searching the globe for quality growth opportunities. He says investors may be missing the boat if they don’t expand their opportunity set beyond their shores.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Franklin Templeton's Notes from the Trading Desk offers an overview of what our professional traders and analysts are watching in the markets. This week the team looks at the latest Brexit developments, dovish Fed meeting minutes and progress (or lack thereof) on trade issues.

Still No Roadmap to a Brexit Resolution as EU Offers Another Extension
Fixed Income

Still No Roadmap to a Brexit Resolution as EU Offers Another Extension

Brexit may have been delayed again. The European Union has offered to allow the United Kingdom more time to decide how it wants to leave. While the measure may prevent a no-deal Brexit in the short-term, our Head of European Fixed Income David Zahn thinks it may simply be saving up problems for the future.

A Long Brexit Delay Now Seems Likely, but to What End?
Equity

A Long Brexit Delay Now Seems Likely, but to What End?

Brexit negotiations are once again going to the wire. With no resolution in place and the clock ticking down, Sandy Nairn, chairman of Templeton Global Equity Group and CEO of Edinburgh Partners, looks at the possible outcomes. He explains why he thinks a long Brexit extension could be the most sensible option.

On My Mind: Trade Wars—The Dog That Didn’t Bark
Fixed Income

On My Mind: Trade Wars—The Dog That Didn’t Bark

The prospect of a “trade war” between the United States and China has caused some investor trepidation over the past year. But are the fears of economic fallout from this “war” warranted? And, was there ever really a war at all? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?
Equity

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?

With so much new technology being adopted into our everyday lives, what will stand the test of time, and what will simply be a passing phase? Franklin Equity Group’s Matt Moberg argues active management is crucial to weeding out the life-shaping technologies from the hype.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities’ performance last week contributed to their strongest quarter since 2010. The rally comes on the back of what was a weighty selloff for global equities into year-end last year.  Renewed hopes that a trade deal between the United States and China will eventually be struck drove the move higher, along with a more dovish attitude from the US Federal Reserve which alleviated some pressure on markets. US and Chinese equities have been at the forefront of this strength.

Is the US Yield Curve Signalling a US Recession?
Fixed Income

Is the US Yield Curve Signalling a US Recession?

Although one part of the US yield curve has inverted this year, investment leaders from Franklin Templeton explain why they aren’t concerned about a US recession—at least not yet.

Understanding the Role of Trading Volume and Size in Assessing an ETF
LibertyShares

Understanding the Role of Trading Volume and Size in Assessing an ETF

Although exchange-traded funds (ETFs) display some similar characteristics to stocks and mutual funds, there are some significant differences. Jason Xavier, head of EMEA ETF Capital Markets at Franklin Templeton, explains why he believes investors should think differently when considering their ETF allocations.

Turn That Frown Upside Down: Reasons to Be Optimistic about UK Equities
Equity

Turn That Frown Upside Down: Reasons to Be Optimistic about UK Equities

Colin Morton and Ben Russon of Franklin UK Equity team outline some positive signs for the UK economy that they think don’t get the recognition they deserve.

PODCAST: Market Resilience: Strength in Numbers
Perspectives

PODCAST: Market Resilience: Strength in Numbers

Concerns about where the financial markets are heading are at the forefront of many investors’ minds. The risks of a US or global recession this year continue to persist amid slowing global growth, trade tensions and worries about potential geopolitical shocks. Our senior investment leaders see a different story unfolding. In this roundtable discussion, they outline why they think some market observers are misguided and where they see opportunities today.

Why Culture Really Matters Within Asset Management
Perspectives

Why Culture Really Matters Within Asset Management

Engaging with corporate culture impacts a company’s staff retention, long-term sustainability, creativity and diversity of thought and action. Our head of UK institutional, Jennifer Ockwell, explains how.