Beyond Bulls & Bears

Keeping One’s Options Open: The Case for Global Convertibles
Equity

Keeping One’s Options Open: The Case for Global Convertibles

When the outlook is uncertain, it can be good to keep one’s options open. Alan Muschott, vice president and portfolio manager, Franklin Equity Group, says convertible securities’ ability to adapt to myriad market conditions makes them an attractive vehicle as we head into the uncertainties of the year ahead. He outlines why companies issue convertible securities—and why many investors find them an attractive addition to their portfolios.

The Market Implications of US Tax Reform a Bit Unclear
Multi-Asset

The Market Implications of US Tax Reform a Bit Unclear

"Some market observers have expressed optimism that US tax reform will prove bullish for stocks—and the economy overall—but the reality is that there will be some winners and losers and we don’t ultimately know what the magnitude of the impact will be.” -Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

The global economy is at a crossroad of sorts, facing a paradigm shift that is necessary for sustainable growth in the future. In our view, modifications in policy and consumer behavior will be requisite in both developed and emerging nations.

Storm Watchers and the Search for Income
Alternatives

Storm Watchers and the Search for Income

It is significant that the effect of both a strengthening dollar and falling commodity prices might be expected to be felt particularly keenly in emerging market economies.

Risk Factor Investing: The Evolution of Multi-Asset Strategies
Alternatives

Risk Factor Investing: The Evolution of Multi-Asset Strategies

Rather than tying ourselves to indexes, which we believe do not operate to meet investors' goals, we align our portfolio to a return objective.

2015 Investment Outlook: Reasons We Still Like Global Equities
Alternatives

2015 Investment Outlook: Reasons We Still Like Global Equities

We continue to favor equities in emerging Asia over emerging Latin America due to what we view as stronger corporate fundamentals and attractive valuations.