Beyond Bulls & Bears

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.

Italian Politics + US Trade Tariffs = Market Turmoil
Equity

Italian Politics + US Trade Tariffs = Market Turmoil

There seems to be no shortage of market-moving events of late, and no shortage of market volatility. In recent days, oil has hit a four-year high, Italy has been thrust into the spotlight amid a political crisis and trade-war fears between the United States and several of its key allies have again flared up after US President Donald Trump’s administration slapped them with tariffs. Katrina Dudley, portfolio manager and research analyst with Franklin Mutual Series, weighs in on it all.

Talking Trade Tensions, Inflation and Volatility
Multi-Asset

Talking Trade Tensions, Inflation and Volatility

Global growth has been accelerating, but there are a few potential headwinds that could cause it to stall. Three of our senior investment leaders—Ed Perks, Chris Molumphy and Stephen Dover—recently participated in a panel discussion on the potential impact of trade tensions, inflation and other issues on their radar.

How the After-Effects of Recent Volatility Are Working Their Way Through Markets
Multi-Asset

How the After-Effects of Recent Volatility Are Working Their Way Through Markets

Franklin Templeton Multi-Asset Solutions’ Matthias Hoppe examines the fallout from recent bouts of market volatility from a multi-asset investment perspective.

Putting Geopolitical Tensions into Perspective
Fixed Income

Putting Geopolitical Tensions into Perspective

When world leaders talk, markets react. And with social media becoming mainstream, politicians have a new way of getting their message to the masses. Franklin Templeton Fixed Income Group’s John Beck discusses geopolitical tensions, the impact of social media and the broader macroeconomic issues impacting the global fixed income landscape.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

"Last week was quiet until sleepy summer markets were woken by a war of words between North Korea and the United States, with both sides threatening military action. On the back of this we saw a de-risking across asset classes, and global equity markets declined across the board." - Franklin Templeton European Trading Desk team