Beyond Bulls & Bears

Renewable Energy Gaining Steam
Alternatives

Renewable Energy Gaining Steam

Renewable energy has been gaining steam for many reasons, as have the investment opportunities in the space. Ketul Sakhpara, portfolio manager and research analyst, Franklin Real Asset Advisors, outlines the three main drivers of interest, and where his team sees potential. You might be surprised to learn how emerging markets in particular are ramping up renewable energy.

A Global Macro Perspective: Populism, Trade and Emerging-Market Volatility
Fixed Income

A Global Macro Perspective: Populism, Trade and Emerging-Market Volatility

Templeton Global Macro Chief Investment Officer Dr. Michael Hasenstab and Vice President and Deputy Director of Research, Dr. Calvin Ho, discuss emerging-market turbulence, the persistent concerns around trade policy and divergent growth trends in the developed world.

Hasenstab: Focus on Fundamentals in US, Emerging Markets
Fixed Income

Hasenstab: Focus on Fundamentals in US, Emerging Markets

“If you have a three-month time horizon, EM investing is very difficult. If you have a couple-year horizon, you can exploit these panic sell-offs that are not fundamental in nature.” - Michael Hasenstab

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

“If the United Kingdom fails to reach a deal or pass it through Parliament, the prospect of a fresh general election is a very real likelihood, in our view, bringing with it much uncertainty.” Franklin Templeton European Trading Desk team

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.

Michael Hasenstab: An Update on our Global Markets Resilience Scores
Fixed Income

Michael Hasenstab: An Update on our Global Markets Resilience Scores

Templeton Global Macro makes a compelling case that finding attractive opportunities in emerging markets lies in distinguishing the more resilient countries from the rest. Here, CIO Michael Hasenstab provides an update of the team’s proprietary “Local Markets Resiliency Index” and highlights the scores of seven different countries—Argentina, Brazil, India, Indonesia, Mexico, Malaysia and South Africa.

Environmental, Social and Governance Factors in Global Macro Investing
Fixed Income

Environmental, Social and Governance Factors in Global Macro Investing

“Strong governance institutions, social cohesion and sustainable environmental policies support economic growth and higher income levels. At the same time, as countries become richer they can invest more in state-of-the-art infrastructure, assign greater priority to environmental sustainability, and develop a well-educated middle class that demands better social and political institutions.” - Michael Hasenstab, CIO, Templeton Global Macro

How Infrastructure Companies Could Rebuild the World
Alternatives

How Infrastructure Companies Could Rebuild the World

“The need for infrastructure development is truly a global phenomenon. Many emerging countries need to develop new infrastructure to meet the needs of their growing populations, economies and cities. And, many developed countries, including the United States, need to repair, upgrade or completely replace aging infrastructure.” – Wilson Magee, Franklin Real Asset Advisors

The Year Ahead: Will the US and Global Expansion Continue in 2018?
Multi-Asset

The Year Ahead: Will the US and Global Expansion Continue in 2018?

January is a month of resolutions and predictions, and perhaps more often than not, both tend to be abandoned come spring. While we don’t have a magic crystal ball to predict where the markets may be headed next, we do have a team of respected professionals who recently assembled to discuss whether they think last year’s economic momentum could continue—and where they see potential threats on the horizon.

Why the Indian Equity Market May Need to Swallow a Bitter Pill
Equity

Why the Indian Equity Market May Need to Swallow a Bitter Pill

A slew of government reforms may have disrupted the Indian stock market in the short term. However, Sukumar Rajah, managing director and chief investment officer, Asian Equity, believes those reforms and a growing Indian middle class could present opportunities for long-term investors.

Time to Reset Expectations?
Perspectives

Time to Reset Expectations?

Global markets have been relatively calm this summer despite many uncertainties. Geopolitical risks have continued across the globe, and in some areas, looming monetary policy changes also appear likely. A key question for many investors is whether the sleepy summer period of low volatility will give way to a more turbulent autumn. Franklin Templeton’s senior investment leaders offer their perspective on the markets and discuss where they see opportunities and risks ahead.

India’s Reform Movement Gains Momentum
Fixed Income

India’s Reform Movement Gains Momentum

Templeton Global Macro CIO Michael Hasenstab recently visited India, and takes a look at some of the reforms he’s most excited about as a global fixed-income investor. He believes India’s future looks bright and that its growth trajectory should remain strong—despite some short-term adjustments.