Beyond Bulls & Bears

PODCAST: AI and Machine Learning: A View from Silicon Valley
Equity

PODCAST: AI and Machine Learning: A View from Silicon Valley

Whether most of us realise it or not, Artificial Intelligence (AI) has become part of our daily lives. In our latest Talking Markets podcast, two Silicon Valley executives from AI-oriented businesses—Ed Abbo and Alston Ghafourifar—join Franklin Equity Group Research Analyst Ryan Biggs to discuss the state of AI technology, and the urgency for businesses to transform.

Meet the Manager: Wendy Lam
Equity

Meet the Manager: Wendy Lam

“As a biotech investor, my job is to somehow predict the future. I have to predict whether a clinical trial for a drug is going to succeed or fail, whether a drug is going to receive FDA approval or whether physicians will prescribe a drug.” - Wendy Lam

The Glistening Project: Why Some Investors are Looking Again at Gold
Equity

The Glistening Project: Why Some Investors are Looking Again at Gold

For some investors, increasing exposure to gold has been a knee-jerk reaction to bouts of heightened financial market volatility. Franklin Equity Group’s Steve Land says there’s more to gold than that. And he explains why he’s positive about both the prospects for gold and for gold equities.

Talking Tech in an Era of Digital Transformation
Equity

Talking Tech in an Era of Digital Transformation

Investors became more risk-averse in October amid a number of market uncertainties, causing sentiment to sour on the technology sector. Jonathan Curtis, vice president and research analyst with Franklin Equity Group, opines on factors causing the market’s recent volatility and why he sees tech-sector valuations as reasonable today. He also discusses the digital transformation that’s reshaping nearly every industry and creating new areas of opportunity for investors.

US Equity Market: Are Things as Good as They’ll Get?
Equity

US Equity Market: Are Things as Good as They’ll Get?

The US equity market's ascent paused in October as investors digested rising rates, slowing global growth and the persistent question: “Are things as good as they’ll get?” As many observers expect further turbulence ahead, Franklin Equity Group’s Grant Bowers shares his view on US equities, the economy, and how to stay focused on long-term investing in a volatile market.

A Few Words on Equity-Market Volatility
Equity

A Few Words on Equity-Market Volatility

October has lived up to its reputation as a volatile month as concerns about rising US interest rates, slowing growth in China and upcoming US midterm elections have spooked many investors. Franklin Equity Group offers a few words on the recent turmoil, why volatility can unlock compelling opportunities and why the investment team still sees a compelling case for technology companies.

Innovation Stretches Beyond Labels
Equity

Innovation Stretches Beyond Labels

“We broadly agree with the GICS reclassification and believe the new sector homes for many stocks better reflect their core business lines. However, we might suggest the GICS reform doesn’t go far enough. As long-term investors, we classify companies according to their ‘end-market’, or the need that is being met.” – Matthew Moberg, Franklin Equity Group

New Innovation Spurring a Biotech Rejuvenation
Equity

New Innovation Spurring a Biotech Rejuvenation

“We’ve seen medical advancements and breakthroughs in drugs and health care technology reach unprecedented levels in recent years. We foresee this potentially long cycle of innovation persisting.” – Evan McCulloch, Franklin Equity Group

Why We Think the US Equity Bull Market Could Keep Running into 2019
Equity

Why We Think the US Equity Bull Market Could Keep Running into 2019

Now that the US equity bull market has officially hit the history books as the longest on record, some observers are concerned it could soon stumble. Grant Bowers, vice president and portfolio manager, Franklin Equity Group, outlines why he thinks it could keep running into 2019.

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

Convertible Securities: a Versatile Asset Class
Equity

Convertible Securities: a Versatile Asset Class

“Given the run we’ve seen in the US equity market over the past few years, many investors may be concerned about stock valuations and their equity exposures. In this environment, some investors may want to consider select exposure to convertible securities.” – Alan Muschott, Franklin Equity Group

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