Beyond Bulls & Bears

UK Equity: A Means to a Dividend?
Equity

UK Equity: A Means to a Dividend?

UK equity investors may not have had much to cheer in recent months, but all is not lost, according to our Colin Morton. In this article, he explains why he’s optimistic about potential rising dividend opportunities among UK-listed firms.

Six Reasons to Care about Climate-Change Investing
Alternatives

Six Reasons to Care about Climate-Change Investing

Why should investors care about climate change? Here’s a look at the investment implications attributable to climate change from Templeton Global Equity Group’s Maarten Bloemen and Matthew J. Kiernan, Chief Executive of Inflection Point Capital Management Inc.

The Power of Emotions: Understanding Generation DC
Perspectives

The Power of Emotions: Understanding Generation DC

“Recognising that emotional intensity drives decision-making and action, we commissioned a study to explore the motivations of Generation DC. We wanted to move past viewing Generation DC as statistics and better understand them as people.” – David Whitehair

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

Franklin Templeton 2019 RISE Survey: Savings Attitudes in Hong Kong and China Are Not Keeping Up with Societal Change
Perspectives

Franklin Templeton 2019 RISE Survey: Savings Attitudes in Hong Kong and China Are Not Keeping Up with Societal Change

More than half of pre-retirement age respondents of our 2019 RISE survey in Hong Kong and China haven’t started saving for retirement. Learn more about attitudes and concerns around retirement savings.

European Political Developments: A Lesson in Unexpected Consequences
Fixed Income

European Political Developments: A Lesson in Unexpected Consequences

Even the most dedicated news-junkie may struggle to keep up with the pace of political shenanigans in Europe in recent weeks. Two countries in which the news has been especially fast-moving are Italy and the United Kingdom. Our Head of European Fixed Income David Zahn notes some peculiar similarities in the way events have unfolded.

Pinpointing Fixed Income Credit Risks
Fixed Income

Pinpointing Fixed Income Credit Risks

In this excerpt from the latest Franklin Templeton Thinks, Franklin Templeton Fixed Income Group examines how machine learning techniques can measure the risks of consumer and home loans—helping pinpoint credit risks they think are worth taking. They review digital loans, a relatively new asset class, and explain why quantitative approaches may be more applicable to some fixed income sectors than others.

What We Think Could Drive European Markets in the Coming Months
Fixed Income

What We Think Could Drive European Markets in the Coming Months

As European investors and market practitioners return from their summer vacations and prepare for the final third of 2019, our Head of European Fixed Income David Zahn highlights the issues he thinks will drive markets in the coming months.

Three Reasons to Consider Dividend Growers
Equity

Three Reasons to Consider Dividend Growers

“As long-term investors, our strategy is to invest in rising dividends companies, or companies with a demonstrated track record of substantial and sustainable dividend growth.”– Nick Getaz and Matt Quinlan, Franklin Equity Group

Why European Fixed Income Can Still Have Value Even with Negative Yield
Fixed Income

Why European Fixed Income Can Still Have Value Even with Negative Yield

“We believe that with the combination of an expected ECB rate cut in September and a positively shaped yield curve, European bonds could still remain attractive in global terms.” - John Beck, Director Fixed Income, London, Franklin Templeton

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

Yield Curve Hysteria
Fixed Income

Yield Curve Hysteria

The inversion of the Treasury yield curve has recently gotten a lot of attention in the financial press as being a harbinger of economic malaise ahead. Our Fixed Income CIO Sonal Desai says these conclusions are misguided.