February 2020 Archives - Beyond Bulls & Bears

Fixed Income

How Will Central Banks React to the Novel Coronavirus?

The coronavirus outbreak poses many questions for fixed income investors, including whether if current global market volatility is an overreaction, and how global economic growth will be affected and for how long. Against this backdrop, John Beck, Franklin Templeton’s Director of Fixed Income, London, gives his take on how he thinks global central banks will respond to the outbreak and the likely impact on fixed income markets.

John Beck | February 29, 2020

Multi-Asset

Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update

The spread of the coronavirus has created heightened market volatility in recent weeks, but the Franklin Templeton Multi-Asset Solutions team remains focused on long-term market fundamentals. Here, Ed Perks and Gene Podkaminer offer an update on how they are approaching the situation, and which countries appear more insulated to growth shocks.

Edward D. Perks, CFA | February 28, 2020

Perspectives

Full Economic Implications of Coronavirus Largely Unknown

As markets continue to assess the impact of coronavirus (COVID-19), the Templeton Global Macro team shares an update on the economic and market implications, which they say could be more detrimental—and last longer—than many observers previously thought.

February 21, 2020

Equity

Implications of the Coronavirus for Natural Resource Investors

Despite the coronavirus outbreak’s near-term impact on commodity prices and natural resources stocks, Franklin Equity Group's Fred Fromm explains why he thinks the situation is likely to be manageable for most companies in the long run.

Frederick Fromm, CFA | February 20, 2020

Alternatives

K2 Advisors: First-Quarter Hedge Fund Strategy Outlook

Pricing dislocations in Europe, performance dispersion across the credit spectrum and shifts in the political landscape should likely provide abundant opportunities for select hedge strategies in the year ahead, according to K2 Advisors. The team shares some macro themes and questions its focused on, and shares its outlook for various hedge strategies.

Robert Christian | February 06, 2020

Equity

Closing the European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.

Katrina S. Dudley, CFA | February 05, 2020