Beyond Bulls & Bears

Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks
Equity

Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks

UK small- and mid-cap companies could emerge from this crisis a bit leaner. Thoughts on why this is encouraging by Richard Bullas and Dan Green.

PODCAST: Market Movements: Outlook and Valuations for US Equities
Equity

PODCAST: Market Movements: Outlook and Valuations for US Equities

Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis take an in-depth look at US equities following the latest market movements. They also share their outlooks for the technology and biotech sectors in particular.

Weighing UK Dividend Suspensions
Equity

Weighing UK Dividend Suspensions

More UK companies are likely to forgo dividends in the wake of the coronavirus pandemic, according to Franklin UK Equity Team's Colin Morton.

Quick Thoughts: Biotech Progress in Addressing Coronavirus, but It Takes Time
Equity

Quick Thoughts: Biotech Progress in Addressing Coronavirus, but It Takes Time

With the coronavirus creating havoc across the globe, researchers are rushing to find better treatment options and a cure. Our Head of Equities, Stephen Dover, and Portfolio Manager Evan McCulloch outline a few of the efforts the medical and scientific communities are taking to combat the virus.

On My Mind: More Heavy Lifting from the Fed—While Congress Squabbles
Fixed Income

On My Mind: More Heavy Lifting from the Fed—While Congress Squabbles

The US Federal Reserve continues to use whatever tools it can to help combat economic fallout from the coronavirus. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, calls its latest response “a whole new level” of stimulus.

Coronavirus Dampens UK Equity Outlook—For Now
Equity

Coronavirus Dampens UK Equity Outlook—For Now

As the coronavirus continues to spread into Europe, the economic picture has changed. Whether the setback will be temporary or long-lived still remains to be seen. Franklin UK Equity Team’s Colin Morton weighs in on the situation and gives his perspective on how it’s impacting the outlook for the UK market.

The Impact of the ECB’s Coronavirus Rescue Fund and BoE Rate Cut on European Bonds
Fixed Income

The Impact of the ECB’s Coronavirus Rescue Fund and BoE Rate Cut on European Bonds

This week, both the European Central Bank and Bank of England took further measures to help contain the financial fallout from the coronavirus and alleviate pressure on strained public finances. Our David Zahn, Head of European Fixed Income, shares his views on what it means for European bonds.

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One
Equity

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One

In the midst of uncertainty, many investors act out of fear. As an alternative approach to responding to recent market turmoil, our Head of Equities Stephen Dover urges investors not to panic and consider the long-term view.

PODCAST Preparing for a Recession: What’s Different from the Global Financial Crisis
Perspectives

PODCAST Preparing for a Recession: What’s Different from the Global Financial Crisis

Uncertainty is gripping global markets as a result of the COVID-19 virus and oil price war. Stephen Dover, our Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, discuss navigating these market shocks.

ETFs, Volatility and a 30-Year Initiation!
LibertyShares

ETFs, Volatility and a 30-Year Initiation!

Our Head of EMEA ETF Capital Markets Jason Xavier explains the role of exchange-traded funds in enabling price discovery during these volatile times.

On My Mind: The Fed Speaks Loudly and Carries a Big Stick
Fixed Income

On My Mind: The Fed Speaks Loudly and Carries a Big Stick

Can the US economy withstand the shock of the coronavirus? Our Sonal Desai says the nation’s central bank is doing its part to help.

UK Budget Ease Follows Coordinated BOE Rate Cut
Fixed Income

UK Budget Ease Follows Coordinated BOE Rate Cut

Newly appointed UK Chancellor of the Exchequer Rishi Sunak tore up the fiscal rulebook and unveiled a spend-heavy UK budget, announced just after the Bank of England delivered an emergency interest-rate cut. Our David Zahn, Head of European Fixed Income, weighs in, noting that the UK government is one of the first to provide a coordinated fiscal and monetary policy response to battle the economic impact of the coronavirus.