January 2020 Archives - Beyond Bulls & Bears

Equity

We’re Finally Putting Brexit to Bed—What’s Next for UK Equities?

We should start to gain some clarity on elements that previously clouded our outlook for UK stocks, says our Colin Morton.

Colin Morton | January 31, 2020

Fixed Income

The UK Has Left the EU. What’s Next Post-Brexit?

It’s been 3-1/2 years since the United Kingdom voted to leave the European Union, and the process known as Brexit has been far from smooth. Now that the deadline to leave has passed, what’s next for the United Kingdom, and for Europe? Our Head of European Fixed Income David Zahn says that while there’s no turning back, there are still quite a few kinks to be worked out, including the all-important trade agreements.

David Zahn, CFA, FRM | January 31, 2020

Multi-Asset

Multi-Asset Implications of the Coronavirus Outbreak

The coronavirus outbreak that started in China could certainly be considered an unexpected market shock, one which looks to remain a concern for a while longer. Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer offer an update on the latest developments in the spread of the coronavirus, its implications for global markets, and outline how they approach unexpected shocks like this one and others.

Edward D. Perks, CFA | January 31, 2020

Equity

A Value Investor View of Market Dynamics and Potential Dislocations

Equities saw strong 2019 performances across the globe, so the big question for investors is whether the bullish momentum can continue. Templeton Global Equity Group’s Alan Bartlett and Tony Docal provide a look at what drove the positive performances around the globe in late 2019, and how they are poised to take advantage of any potential dislocations in the year ahead.

Alan Bartlett | January 28, 2020

Fixed Income

Leftist Party Win in Italy Regional Election Marks Comfort with Status Quo

Italy’s regional election in Emilia Romagna resulted in a win for the centre-left coalition, a development that affirms the long period of leftist rule in one of Italy’s wealthiest regions. Our Head of European Fixed Income David Zahn weighs in on the market implications.

David Zahn, CFA, FRM | January 27, 2020

Fixed Income

Monitoring China’s Outbreak, and Other Potential Market Shocks

The Templeton Global Macro team takes a look at the implications of the coronavirus in China, and positioning for potential market shocks.

Michael Hasenstab, Ph.D. | January 24, 2020

Fixed Income

On My Mind: Oops! They QE’d Again

The US Federal Reserve (Fed) has gone back to expanding its balance sheet. Some claim that quantitative easing (QE) is back; the Fed denies it. What we call it isn’t the point, says Sonal Desai, Franklin Templeton Fixed Income CIO—what matters are the implications of this “permanently loose” policy stance for asset prices, investment strategy and market volatility.

Sonal Desai, Ph.D. | January 23, 2020

ETFs

Global ETF Trends to Watch in 2020

Investors’ appetite across the globe for exchange-traded funds (ETFs) was strong in 2019 and shows little sign of slowing, according to Jason Xavier, our Head of EMEA ETF Capital Markets. He shares some of the themes and trends he sees ahead in 2020.

Jason Xavier | January 21, 2020

Multi-Asset

Allocation Views: Taking a Nimble Approach to 2020

Although easing US-China trade tensions have renewed investor optimism about global economic growth, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer still see some potential geopolitical headwinds on the horizon. In the latest edition of “Allocation Views,” they share their concerns and explain why they continue to believe navigating challenges in the year ahead will require nimble management.

Edward D. Perks, CFA | January 17, 2020

Perspectives

ESG Study: How Institutional Investors Embrace Responsible Investing

How do investors across the globe approach environmental, social and governance (ESG) issues? Check out our recent study.

January 16, 2020

Equity

Taking a Long-Term View on Oil

Franklin Equity Group’s Fred Fromm gives his take on global oil markets amid elevated tensions between the United States and Iran.

Frederick Fromm, CFA | January 15, 2020

Fixed Income

On My Mind: Will the US Economy Survive the Politics in 2020?

The many gloomy predictions for 2019 did not come to pass, but can we be more optimistic for 2020? Franklin Templeton Fixed Income CIO Sonal Desai draws the key lessons from last year and outlines what she expects for the year ahead and her main concerns, with political uncertainty top of the list.

Sonal Desai, Ph.D. | January 14, 2020