Beyond Bulls & Bears

Active ETFs: For Fixed Income Investors Who Don’t Want to Follow the Pack
LibertyShares

Active ETFs: For Fixed Income Investors Who Don’t Want to Follow the Pack

“At times of volatility, when momentum-driven movement of indices might present potential investment opportunities, active ETFs could provide access to investment management expertise combined with the attractive features of an ETF vehicle.” Jason Xavier, head of EMEA ETF Capital Markets

Cautious European Fixed Income Investors May be Sacrificing Yield
Fixed Income

Cautious European Fixed Income Investors May be Sacrificing Yield

Our “Fixed Income Investor Attitudes, Concerns and Actions 2018” survey shows European fixed income investors are still a cautious bunch a decade out from the global financial crisis. Franklin Templeton Fixed Income Group’s David Zahn explores why he thinks it might be time to put fears about market volatility aside.

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.

Will the Roar of Market Tensions Tame Global Growth?
Multi-Asset

Will the Roar of Market Tensions Tame Global Growth?

The first quarter of 2018 started out like a lamb but went out like a lion as long-dormant volatility began to roar. Issues like inflation fears, trade tensions and geopolitical risks contributed to market turbulence, leaving many investors wondering whether these issues will put a damper on global growth—and end the US market’s nine-year bull run. Three of Franklin Templeton’s senior investment leaders—Stephen Dover, Christopher Molumphy and Ed Perks—weigh in.

Considering ETF Liquidity as Market Volatility Rises
LibertyShares

Considering ETF Liquidity as Market Volatility Rises

“In our view, the coordinated central bank action to facilitate liquidity through low interest rates and quantitative easing has created an artificial environment. Market declines like those seen so far in 2018 give us a glimpse of historically a more typical market environment.” – Jason Xavier

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.

1-on-1 With Michael Hasenstab: Market Changes and Challenges
Fixed Income

1-on-1 With Michael Hasenstab: Market Changes and Challenges

Take an around-the-world market tour with Templeton Global Macro CIO Michael Hasenstab in our latest “Talking Markets” podcast. Hasenstab shares his thoughts on navigating today’s market challenges. He covers recent market volatility, inflationary threats in the United States, upcoming elections in Latin America, potential “fault lines” in Europe and credit risk in China.

Seeing the Big Picture in Market Corrections
Equity

Seeing the Big Picture in Market Corrections

While we don’t know when the equity market’s recent volatility will settle down, it’s important to consider the big-picture, fundamental backdrop for the market, and not get caught up in short-term sentiment swings, according to Franklin Templeton’s head of equities, Stephen Dover. And, he believes the fundamental backdrop still looks solid.

UK Equity: What Dividends Can Tell Us About UK Economic Sentiment
Equity

UK Equity: What Dividends Can Tell Us About UK Economic Sentiment

“Special dividends may indicate that companies would rather return money to shareholders than expand. There could be a lack of investment opportunities and potential concerns around Brexit and future UK economic growth.” - Colin Morton, portfolio manager, UK Equity team

Putting Europe’s Growing Bond Market into Perspective

Putting Europe’s Growing Bond Market into Perspective

We share the widespread expectation the volatility that we’ve seen in recent months will continue for some time to come and that is why we expect the ECB to provide more easing, probably by extending its QE programme yet further.

This Is Not 2008

This Is Not 2008

The risk aversion across emerging markets appears to have reached a maximum state of unwarranted pessimism, in our view, and we see a vast set of valuation opportunities amid the volatility.

MENA Markets: More Than Just About Oil

MENA Markets: More Than Just About Oil

We believe emotion may have gripped the markets and driven prices lower…a recovery should be in the cards, and likely sooner rather than later.