Beyond Bulls & Bears

Global Economic Perspective: October
Fixed Income

Global Economic Perspective: October

In this month’s Global Economic Perspective, our Fixed Income Group discusses whether optimism about the US economy is justified, and whether Italy’s budget talks could lead to looser fiscal policy elsewhere in the eurozone.

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

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

Cutting through the Noise: Trump, Trade and Twitter
Multi-Asset

Cutting through the Noise: Trump, Trade and Twitter

“Could Trump’s words have a long-term impact on global stock markets? At the moment, the leading economic indicators, especially in the United States, continue to point to robust growth.” – Matthias Hoppe, Franklin Templeton Multi-Asset Solutions.

Standing Up to Disruption: The Future for Card Payment Systems
Equity

Standing Up to Disruption: The Future for Card Payment Systems

“We believe there are pockets of potential investment opportunities among payment service providers with disruptive technologies and business models―those looking to consolidate the merchant acquirer and processor space with a single-platform approach―and companies with e-commerce platforms that have integrated omni-channel payments support.” - Diana Keenan, Franklin Equity Group

Global Economic Perspective: July
Fixed Income

Global Economic Perspective: July

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the potential market impact of ongoing trade issues. Could it derail global growth?

Sukuk’s Journey into the Financial Mainstream
Fixed Income

Sukuk’s Journey into the Financial Mainstream

"We consider global sukuk to be a misunderstood asset class. Misconceptions to which sukuk is often subject to include assumptions that sukuk is susceptible to the headline risk associated with oil price volatility, or that it is solely concentrated in a few geographies.” - Dino Kronfol, chief investment officer, Franklin Templeton Global Sukuk and MENA Fixed Income Strategies

The Electrifying Outlook for Metals Demand
Equity

The Electrifying Outlook for Metals Demand

“Overall, we see a positive backdrop developing over the next decade for metals tied to the global roll-out of electric vehicles, and see opportunity in natural resource companies with exposure to the key building blocks of an electrified future.” – Steve Land, Franklin Equity Group

Digging into the Roots of US Trade Tensions
Equity

Digging into the Roots of US Trade Tensions

Talk of a trade war between the United States and several of its key trading partners continues to intensify. China has borne the brunt of the US tariffs targeting a wide range of goods, and has retaliated with threatened reprisals of its own, creating a tit-for-tat situation between the world’s two largest economies. Templeton Global Equity Group’s Norm Boersma digs into the roots of the current trade tensions.

Global Economic Perspective: June
Fixed Income

Global Economic Perspective: June

In this month’s Global Economic Perspective, our Fixed Income Group sees the broad outlook for the global economy as remaining positive but expects more patches of financial market volatility ahead.

Three Things to Think about When It Comes to Trade
Perspectives

Three Things to Think about When It Comes to Trade

The drumbeat of global trade tensions may have softened for a bit as other geopolitical noise grew louder, but it never really went away. Here, investment leaders from Franklin Templeton explain why they aren’t concerned about a trade war—at least not yet.