Beyond Bulls & Bears

Understanding ETF Liquidity at Times of Market Stress
LibertyShares

Understanding ETF Liquidity at Times of Market Stress

Recent developments in the UK investment market have brought liquidity concerns back to the top of the agenda for some investors. And inevitably, Exchange Traded Funds (ETFs) have found themselves in the crosshairs. However, Jason Xavier, our Head of EMEA ETF Capital Markets, argues ETFs can offer investors flexibility and transparency into markets at times of stress.

Convertible Securities: Don’t Believe Everything You Hear
Equity

Convertible Securities: Don’t Believe Everything You Hear

“As long-term investors, our view on convertible securities doesn’t change from quarter to quarter or during periods of market volatility.” - Alan Muschott, Franklin Equity Group

Assessing a Divided Congress and Market Fundamentals
Multi-Asset

Assessing a Divided Congress and Market Fundamentals

“In general, we think a divided Congress will likely leave the overall direction of policy unchanged. We don’t see major changes to tax, spending or trade policies.” – Ed Perks, CIO of Franklin Templeton Multi-Asset Solutions

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.

Keeping Calm When Volatility Strikes
Perspectives

Keeping Calm When Volatility Strikes

While volatile markets occasionally present a challenge for global investors, it is our view that a knee-jerk reaction is rarely the best response. With careful consideration, the benefit of experience and an active approach, we believe periods of market turmoil can often be a time of great opportunity.

A New Year’s Vantage Point: Michael Hasenstab

A New Year’s Vantage Point: Michael Hasenstab

Picking Stocks, Stock-by-Stock

Picking Stocks, Stock-by-Stock

Dipping a Toe Back Into the Market

Dipping a Toe Back Into the Market

Chua Spans the Eurozone and Beyond for Value

Chua Spans the Eurozone and Beyond for Value

Hasenstab Sticks to His Guns

Hasenstab Sticks to His Guns

If It Ain’t Broke, Don’t Fix It

If It Ain’t Broke, Don’t Fix It

Déjà Vu All Over Again

Déjà Vu All Over Again