Beyond Bulls & Bears

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Hasenstab: Separating the Wheat from the Chaff

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Global Economic Perspective – April

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A Tactical Look at the Markets

Given rallies in major developed equity markets over the past year and a half, clients are increasingly interested in how to effectively hedge equity exposure amid the prospect of near-term volatility.

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Kick-Starting Growth in Brazil

While Brazil may no longer be the darling of the emerging markets world it once was, the pessimism may now be overdone relative to fundamentals, providing opportunity for investors that may be overlooked by others.

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Hasenstab in Ukraine, on Ukraine

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Fundamentals Support Our Positive US Outlook

From our viewpoint at Franklin Equity Group®, US stocks have acted rationally over the last five years, reflecting the improving economic backdrop and strong corporate earnings growth we see.

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Reducing Rate Risk in Fixed Income

Regardless of how the fundamentals of the eurozone, the EU or Europe are presented, we believe investors should avoid viewing these units as homogenous.

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Labor Market Clues for Bond Investors

We wouldn’t anticipate a dramatic reaction from the US economy to higher rates, particularly if they come gradually, which is what we’d expect.

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Unleashing Africa’s Potential

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Climbing a Wall of Worry?

We recognize there are global uncertainties in the markets right now that will cause investors to worry at times. When those worries are enough to cause selling, as we see it, that’s where the opportunity comes in.

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Biotech Boom, or Bubble?

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Taking a Global Bond View