Beyond Bulls & Bears

Notes from the Trading Desk – Europe

Brexit negotiations, US politics, and the ongoing pandemic will set the backdrops for markets once again. It’s also a huge week for corporate earnings.

European Union Launches Social Bonds
Fixed Income

European Union Launches Social Bonds

The coronavirus pandemic has created many challenges for individuals, businesses and governments around the world. In Europe, there’s a new vehicle to help finance the economic recovery there—social bonds. David Zahn, our Head of European Fixed Income, discusses this exciting new bond issuance, earmarked for funding employment initiatives.

Notes from the Trading Desk
Equity

Notes from the Trading Desk

This week it will be the familiar themes of continuing Brexit negotiations and COVID-19 cases and restrictions that should give European markets direction. In addition, third-quarter earnings season heats up. It’s a similar story in  in the United States, with politics, stimulus and earnings likely to drive markets.  

The Post-Pandemic Case for International Markets
LibertyShares

The Post-Pandemic Case for International Markets

Our Dina Ting offers three reasons she and her team believe the case for international markets is once again strong, and opines on how recent market events have created new—or amplified existing—opportunities for investors to express views on specific countries.

Notes from the Trading Desk
Equity

Notes from the Trading Desk

The US presidential election remains a key investor focus in Europe. Democratic nominee Joe Biden continues to lead in the polls; however, President Donald Trump’s comeback in the 2016 election proves that there is still scope for uncertainty over the final result. There is also risk of a contested result, which would imply prolonged equity market uncertainty.

K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Fourth Quarter Hedge-Fund Strategy Outlook

Given elements of uncertainty tied to COVID-19, geopolitics and policy decisions to come in the United States and across the globe, our K2 Advisors team believes the current environment may favour nimble, shorter-term strategies. Brooks Ritchey and Robert Christian provide the team’s fourth quarter hedge-fund strategy outlook.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Equities were volatile last week as political drama took centre stage, with the noise around the US presidential debate and President Donald Trump’s COVID-19 diagnosis dominating investor focus.

Outlook and Implications for the Upcoming US Election
Equity

Outlook and Implications for the Upcoming US Election

Franklin Equity Group Portfolio Manager Grant Bowers considers what potential election outcomes could mean for the US equity market. He also explains why he thinks investors should prepare for possible bouts of equity market volatility.

On My Mind: A Strong Recovery, Many Challenges Ahead
Fixed Income

On My Mind: A Strong Recovery, Many Challenges Ahead

While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over, says Franklin Templeton Fixed Income CIO Sonal Desai. She says the tug of war between the virus and the economy seems likely to continue until an effective vaccine is made available at scale.

Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
Perspectives

Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future

As economies reopen from COVID-19 lockdowns, there have been fundamental shifts to daily life and work, as well as the investment landscape. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Dave Gilbert, Chief Investment Officer of Clarion Partners, discuss the changes they are seeing.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Increases in COVID-19 infections, as well as the uncertainty of the US presidential race and Brexit negotiations, are all providing significant overhangs for markets right now.

Green Bonds Growing in Europe
Fixed Income

Green Bonds Growing in Europe

Growing concerns about climate change have caused an explosion in “green” bonds amongst environmentally conscious investors. David Zahn, our Head of European Fixed Income, highlights some exciting developments in the green bond market, including new issuance from Germany.