Beyond Bulls & Bears - 28/41 - Perspective From Franklin Templeton Investments

Beyond Bulls & Bears

Perspectives

Drilling Down: Oil Production Scenarios Across Countries

With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.

Dina Ting, CFA | May 18, 2022

Fixed Income

Credit: This Time Is Different?

Credit market volatility this year has been extreme. The Franklin Templeton Investment Solutions team looks back at history to see what to expect from certain fixed income asset classes, noting that history may not repeat. They also examine the likelihood of recession and its possible severity.

Gene Podkaminer, CFA | May 17, 2022

Perspectives

PODCAST: Making Sense of the Recent Market Selloffs

Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff. They discuss why the pendulum has shifted so strongly negative, whether there is any bottom in sight, and where investors looking for diversification could go.

Wylie Tollette, CFA | May 17, 2022

Equity

Notes from the Trading Desk – Europe

Given recent declines, there is much discussion around what is priced into market. With global markets declining for six consecutive weeks, there is an increasing debate over how much bad news is priced in, and whether markets are now oversold.

May 16, 2022

Equity

The Great Wave of Yen Weakness

A weaker Japanese yen is thought of as positive for Japanese businesses with a high degree of exports, but it may not necessarily be as beneficial as many think, according to Templeton Global Equity Group.

Hsung Khoo | May 12, 2022

Multi-Asset

Managing Challenges in US Equity and Fixed Income Markets Today

Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amidst a rising interest rate environment and deceleration in growth. With this changing backdrop, Franklin Templeton Investment Solutions’ Ed Perks shares his latest outlook and the investment opportunities he sees across asset classes.

Edward D. Perks, CFA | May 11, 2022

Equity

Notes from the Trading Desk – Europe

Last week saw some extreme moves in equity markets as investors digested several central bank announcements, most notably the Federal Reserve meeting on Wednesday. In Ukraine, the Russian advance in the east made marginal gains, and with no mention of peace talks anymore, a long, drawn-out campaign into the summer seems probable. The impact of this on commodity and food prices is clear.

May 09, 2022

Multi-Asset

Peering Around the (Yield) Curve

The US Treasury yield curve momentarily inverted. Franklin Templeton Investment Solutions investigates what this implies for recession risk, growth momentum, and equity prices.

Gene Podkaminer, CFA | May 04, 2022

Equity

Europe Outlook: A French Economic Evolution

Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election as a positive for the French economy and regional equity markets over the longer term.

Katrina S. Dudley, CFA | April 29, 2022

Equity

Notes from the Trading Desk – Europe

Corporate earnings should continue to dominate attention in the United States and Europe this week, with a significant number of companies reporting. Last week Fedspeak was a market driver, but as we enter the blackout period ahead of the 4 May FOMC meeting, it will be quieter on this front.

April 25, 2022

Perspectives

PODCAST: Anatomy of a Recession: Why a US Recession is Unlikely Near Term

Jeff Schulze, Investment Strategist at ClearBridge Investments and architect of ClearBridge’s Anatomy of a Recession programme, provides his views on why growing fears of a US recession may be overblown, at least near term.

Jeffrey Schulze, CFA | April 21, 2022

Equity

Technology Investing: Volatility, Valuations and Opportunity

Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.

Jonathan Curtis | April 14, 2022

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