Beyond Bulls & Bears

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?
Equity

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?

With so much new technology being adopted into our everyday lives, what will stand the test of time, and what will simply be a passing phase? Franklin Equity Group’s Matt Moberg argues active management is crucial to weeding out the life-shaping technologies from the hype.

Three Technology Titans Reshaping Retail
Equity

Three Technology Titans Reshaping Retail

Powerful retailing disruptors are reshaping expectations about shopping and shipping by digitising retail markets across the globe. New conveniences such as ordering groceries with a simple voice command are upending the old-world order. In this excerpt from the latest edition of FT Thinks: “Three Technology Titans Reshaping Retail,” senior equity analysts across our Growth, Value and Emerging Markets teams compare how three retailing giants tailor technology to fit local customs, lifestyles and payment abilities.

What Really Stood Out at the 2019 US Consumer Electronics Show
Equity

What Really Stood Out at the 2019 US Consumer Electronics Show

“In our view, it’s important to understand the difference between a commercially viable product and a design concept. At the Consumer Electronics Show, we try to avoid becoming overly excited by product announcements that don’t include a firm price point or a launch date.” – Franklin Equity Group

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space
Perspectives

PODCAST: Fintech Opportunity in the Retirement and Financial Services Space

Technological innovations have permeated every aspect of our lives, including the way we save and invest. Franklin Templeton Investments President and Chief Operating Officer Jenny Johnson and Empower Retirement President and Chief Executive Officer Ed Murphy discuss the impact of new technology on the financial services industry, particularly in the areas of wealth management and retirement planning.

Standing Up to Disruption: The Future for Card Payment Systems
Equity

Standing Up to Disruption: The Future for Card Payment Systems

“We believe there are pockets of potential investment opportunities among payment service providers with disruptive technologies and business models―those looking to consolidate the merchant acquirer and processor space with a single-platform approach―and companies with e-commerce platforms that have integrated omni-channel payments support.” - Diana Keenan, Franklin Equity Group

Perspectives on Disruption
Equity

Perspectives on Disruption

“In recent years, we’ve seen a number of developments that suggest investors should rethink what they thought they knew. Countless reports have focused on how new technologies, such as self-driving cars, will disrupt global industries. Yet, some disruptions outside the domain of technology get much less attention." – Stephen Dover, Franklin Templeton Investments

Why Tech-Sector Volatility Doesn’t Worry Us
Equity

Why Tech-Sector Volatility Doesn’t Worry Us

While a few companies in the US technology space have been in the hot seat lately, Jonathan Curtis, vice president and research analyst with Franklin Equity Group, is largely unfazed. He said temporary “blips” affecting certain stocks are par for the course as consumers get used to new technologies—and how they impact our lives. He sees the overall long-term fundamental backdrop for the sector as sound.

Insights from the 2018 US Consumer Electronics Show
Equity

Insights from the 2018 US Consumer Electronics Show

“We go to the Consumer Electronics Show (CES) to see how leading public and private technology companies are positioning themselves for what is next, and what products are likely to break into the mainstream. At this year’s CES, we saw three key themes: smart speakers, autonomous driving and artificial intelligence (AI).” – Jonathan Curtis and Robert Stevenson, Franklin Equity Group.

Self-Driving Vehicles: The Race to Get Them on the Road
Perspectives

Self-Driving Vehicles: The Race to Get Them on the Road

Technological advancements over the past two decades have moved the idea of self-driving cars from the realm of science fiction to fact. Recently, Franklin Templeton Investments assembled a panel of professionals to discuss the competition between traditional vehicle manufacturers and technology companies in the race to develop a truly autonomous car.

How Technology Has Set Industries on a Journey of Opportunity
Perspectives

How Technology Has Set Industries on a Journey of Opportunity

"As we look at the race for fully autonomous automobiles, the question of who will get there first—and more importantly who figures out how to commercialise and monetise this technology once they do get there—is still pretty wide open." - James Cross, Robert Rendler and Robert Stevenson, Franklin Equity Group and Aleck Beach, Franklin Templeton Fixed Income Group

Self-Driving Vehicles: Evaluating the Possible Impacts
Perspectives

Self-Driving Vehicles: Evaluating the Possible Impacts

The race to develop truly autonomous vehicles continues to pick up speed. Not only are passenger cars in the race, but also trucks and buses. Autonomous vehicle technology truly holds the potential to reshape many industries, in ways we probably haven’t even thought of yet. Recently, Franklin Templeton Investments assembled a panel of industry experts to talk about where they see the future of self-driving technology, and how long they think it will take to get to the finish line.

Addressing Always-Connected Technology
Equity

Addressing Always-Connected Technology

"We believe the transition to technology-on-demand will likely integrate technology even further in our day-to-day lives in the years ahead.” - Matt Moberg, Franklin Equity Group