Beyond Bulls & Bears

Cautiously optimistic on commodities
Equity

Cautiously optimistic on commodities

While caution in some areas of the commodities space may be prudent, there are also reasons for optimism, according to Fred Fromm, portfolio manager, Franklin Equity Group. He offers his mid-year outlook and potential investment opportunities.

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities
Equity

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities

Commodities prices have been moving higher this spring amid rising demand and rising inflation expectations globally as economies emerge from the pandemic. Franklin Equity Group’s Fred Fromm takes a look at the implications for equity investors in the space.