Beyond Bulls & Bears

The Year Ahead: Will the US and Global Expansion Continue in 2018?
Multi-Asset

The Year Ahead: Will the US and Global Expansion Continue in 2018?

January is a month of resolutions and predictions, and perhaps more often than not, both tend to be abandoned come spring. While we don’t have a magic crystal ball to predict where the markets may be headed next, we do have a team of respected professionals who recently assembled to discuss whether they think last year’s economic momentum could continue—and where they see potential threats on the horizon.

Global Investment Outlook 2018: Reflections on Growing Economies and Fading Stimulus
Perspectives

Global Investment Outlook 2018: Reflections on Growing Economies and Fading Stimulus

As markets shift away from the recovery era of monetary accommodation amid synchronised global growth, some investors may be wondering where potential opportunities can be found. We present a summary outlook for the year ahead from Franklin Templeton’s global macro, fixed income, equity and multi-asset investment teams.

Germany Decides: Merkel Victory Has Long-Term Implications for Investors
Multi-Asset

Germany Decides: Merkel Victory Has Long-Term Implications for Investors

"In the longer term, the election outcome could determine the pace of European reforms. These reform efforts have been a supporting factor in driving sovereign spreads.” - Matthias Hoppe, senior vice president and portfolio manager, Franklin Templeton Multi-Asset Solutions

What Can Mario Draghi Say to Avoid Upsetting Markets?
Multi-Asset

What Can Mario Draghi Say to Avoid Upsetting Markets?

“We may already have reached the point where euro strength has tightened monetary conditions sufficiently to change the outlook for growth in corporate earnings and the appropriate path of monetary policy.” Matthias Hoppe, Franklin Templeton Multi-Asset Solutions

Risk Factor Investing: It’s Not All About The Upside

Risk Factor Investing: It’s Not All About The Upside

We recognize that very few risk assets—even those considered to be 'safe assets'—are not without their challenges. Most face some kind of headwind.