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.

Then and Now: Mortgage-Backed Securities Post-Financial Crisis
Fixed Income

Then and Now: Mortgage-Backed Securities Post-Financial Crisis

“As the Fed stops buying, we expect that will leave a greater supply of mortgage-backed securities for the market to absorb. Now, the question is, who’s going to be the marginal buyer of MBS?” – Paul Varunok, Franklin Templeton Fixed Income Group

Global Economic Perspective: September
Fixed Income

Global Economic Perspective: September

In this month’s Global Economic Perspective, our Fixed Income Group discusses the spread of populism in Sweden, whether US economic momentum appears sustainable and what’s behind recent emerging-market woes.

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.

US Equity Bull Market Goes the Distance
Equity

US Equity Bull Market Goes the Distance

The current US equity bull market entered the record books on 22 August 2018. Our investment professionals retrace the steps of the longest US bull market in history.

Global Economic Perspective: August
Fixed Income

Global Economic Perspective: August

“We think the ECB is wise to retain some flexibility over the timing of its transition to more conventional monetary policies. The central bank has voiced concerns over the impact of the Turkish crisis on some European lenders. Additionally, volatility can be exaggerated at this time of year.” – Franklin Templeton Fixed Income Group

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