Beyond Bulls & Bears

Considering ETF Liquidity as Market Volatility Rises
LibertyShares

Considering ETF Liquidity as Market Volatility Rises

“In our view, the coordinated central bank action to facilitate liquidity through low interest rates and quantitative easing has created an artificial environment. Market declines like those seen so far in 2018 give us a glimpse of historically a more typical market environment.” – Jason Xavier

How the After-Effects of Recent Volatility Are Working Their Way Through Markets
Multi-Asset

How the After-Effects of Recent Volatility Are Working Their Way Through Markets

Franklin Templeton Multi-Asset Solutions’ Matthias Hoppe examines the fallout from recent bouts of market volatility from a multi-asset investment perspective.

Why ECB Tapering Expectations May Be Premature
Multi-Asset

Why ECB Tapering Expectations May Be Premature

“Financial markets across Europe seem to have taken upbeat comments from European Central Bank President Mario Draghi late last month as evidence that the end may be in sight for accommodative monetary policy in the region. Our view is more nuanced.” Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

"Central bank commentary has been driving headlines throughout the second quarter, from our perspective, and last week was no exception as several monetary policymakers in different jurisdictions gave a hawkish tilt to speeches, fuelling speculation that the period of ultra-accommodative monetary policy could be approaching an end.” - Franklin Templeton European Trading Desk team.

Will Equities See a Sweeter ’16 Ahead?

Will Equities See a Sweeter ’16 Ahead?

Global financial markets still face numerous risks, but the drivers of corporate profitability appear to us to be sustainable in the current business and economic environment.