Beyond Bulls & Bears

Notes from the Trading Desk – Europe

This year has been a bit of a bloodbath for investors, apart from those who are weighted towards energy. This is leading many investors to chase performance into year-end.

Quick thoughts: Investing for the next decade
Perspectives

Quick thoughts: Investing for the next decade

Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West. Stephen Dover shares some key takeaways from the forum.

Evolution & revolution: Five technology megatrends impacting society
Perspectives

Evolution & revolution: Five technology megatrends impacting society

Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon. Read more from Sandy Kaul, Head of Digital Assets and Industry Advisory Services:

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

With the US Thanksgiving holiday, all the US macro data is out Monday-Wednesday, including the Fed meeting minutes, which will be a focus. In Asia, COVID-19 cases are on the rise in China, so this is a dynamic to keep a close eye on.

Quick thoughts: De-globalization—Myth or reality?
Perspectives

Quick thoughts: De-globalization—Myth or reality?

Is globalization truly dead? Stephen Dover, head of Franklin Templeton Institute, explores what drives globalization, whether we are currently in a “de-globalization” wave—and what it means for investors.

PODCAST: Anatomy of a recession: Remain patient amid market gyrations
Equity

PODCAST: Anatomy of a recession: Remain patient amid market gyrations

We discuss the potential economic and market impacts of the US midterm elections, get perspective on the Fed's actions against inflation, and review the current ClearBridge Recession Risk Dashboard with ClearBridge Investments’ Jeff Schulze.

The value of dividends in any season
Equity

The value of dividends in any season

Franklin Mutual Series believes dividend payers can give value investors better total returns over the longer term.

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit
Alternatives

Quick thoughts: An expanding universe in a volatile world—A focus on private real estate and private credit

According to a recent webinar hosted by the Franklin Templeton Institute, private markets offer opportunities in the current challenging environment. Stephen Dover, head of Franklin Templeton Institute, shares his key takeaways from the webinar.

Franklin Templeton ETF Capital Markets iView: A conversation with Senior Trader Andrew Black, Edinburgh
Perspectives

Franklin Templeton ETF Capital Markets iView: A conversation with Senior Trader Andrew Black, Edinburgh

Head of EMEA ETF Capital Markets at Franklin Templeton, Jason Xavier, sits down with Andrew Black, a senior multi-asset trader in our Edinburgh office, to talk about trading ETFs in this interview, as part of our new “iView” series.

Sustainability matters: The US prioritizes climate change
Multi-Asset

Sustainability matters: The US prioritizes climate change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The G20 summit in Bali will be a key focus for markets this week. Leaders will meet on Tuesday and Wednesday. Geopolitical tensions, the war in Ukraine and inflation levels are expected to be the hot topics at the summit. Outside of that, inflation prints in Europe throughout the week will be closely watched.

Quick thoughts: Midterms and markets
Multi-Asset

Quick thoughts: Midterms and markets

While a divided US government may look appealing, there are long-term risks amid resulting gridlock, according to Head of Franklin Templeton Institute Stephen Dover. Read his thoughts on the US midterm elections.