Beyond Bulls & Bears

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.

Trade Tensions Flare: Where Do We Go from Here?
Multi-Asset

Trade Tensions Flare: Where Do We Go from Here?

Market volatility has been on the rise as US-China trade tensions continue to flare and recent central bank activity has created more questions than answers. As such, many investors have been on edge. Franklin Templeton Multi-Asset Solutions CIO Ed Perks, and Gene Podkaminer, Head of Multi-Asset Research Strategies, present the team’s latest thoughts on where the global economy is headed—and how investors should think about risk today. They say the persistent uncertainty calls for a cautious and nimble stance.

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

Should Markets Heed Recession Warnings?
Multi-Asset

Should Markets Heed Recession Warnings?

Our Multi-Asset Solutions CIO Ed Perks discusses how markets are reacting to the possibility of a US recession, and explains why he favours a defensive stance. Read more.

Trade War: The Second Front
Equity

Trade War: The Second Front

“In our view, both the China and Mexico trade wars could be long-drawn affairs, as both fronts (jobs/immigration) cater to President Trump’s voter base, and the president has bipartisan support for the one with China.” – Stephen Dover, Head of Equities

US/China Trade Tensions Are Testing Investors’ Nerves
Equity

US/China Trade Tensions Are Testing Investors’ Nerves

The war of words between the Trump administration and China threatens to break out into a full-scale trade war. Franklin Templeton Head of Equities, Stephen Dover, considers the reaction of global investors and puts the current US stock market environment into perspective. And he considers some other issues that are contributing to markets’ cautious sentiment.

Analysing Market Volatility from Escalating Trade Tensions
Equity

Analysing Market Volatility from Escalating Trade Tensions

As one might imagine in light of recent news, trade was a big topic of discussion at Franklin Templeton’s 2019 Global Investor Forum in San Francisco this week. Our panelists addressed how the uncertainty is impacting the markets today—particularly emerging markets.

On My Mind: Trade Wars—The Dog That Didn’t Bark
Fixed Income

On My Mind: Trade Wars—The Dog That Didn’t Bark

The prospect of a “trade war” between the United States and China has caused some investor trepidation over the past year. But are the fears of economic fallout from this “war” warranted? And, was there ever really a war at all? Franklin Templeton Fixed Income CIO Sonal Desai weighs in.

PODCAST: Making Sense of Recent Market Action
Perspectives

PODCAST: Making Sense of Recent Market Action

After a turbulent end to 2018, early January brought some relief for equity investors, but there certainly are no shortage of uncertainties about the year ahead. Three of our senior investment leaders recently participated in panel discussion about what they see affecting investor sentiment, how they think changes in monetary policy are influencing market action and why they don’t see a US recession this year.  

Is it Time for Small-Cap Stocks to Shine?
Equity

Is it Time for Small-Cap Stocks to Shine?

“In our view, US small-cap stocks are currently among the most expensive in the world, especially in the technology and health care sectors. With valuations looking expensive to us in the United States amid rising interest rates, we aren’t finding as many compelling opportunities as we are in Europe and Asia outside of Japan.” - Franklin Equity Group’s Ed Lugo

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.