Beyond Bulls & Bears

On My Mind – Inflation: The Devil We Knew
Fixed Income

On My Mind – Inflation: The Devil We Knew

Our Fixed Income CIO Sonal Desai has been ahead of the curve in flagging the risks of inflation and rising rates that have now entered the mainstream debate. In this article, she assesses the coming together of an unprecedented fiscal stimulus, a very accommodative US Federal Reserve, and an economy poised to rebound as vaccination campaigns pave the way for reopening businesses. She cautions that central bankers might be underestimating how difficult it will be to deal with the 'devil they knew'—inflation—especially if inflation expectations become unmoored; and, she highlights the key fixed income investment implications.

Quick Thoughts: The Birth of Global Tech Continues
Equity

Quick Thoughts: The Birth of Global Tech Continues

From cloud computing and automation to self-driving cars, technology continues to be one of the world’s hottest sectors. Our Chief Market Strategist Stephen Dover and Portfolio Managers Donald Huber and John Remmert believe active investing in technology and innovation is a global story, and government support and spending in next-generation technologies is likely a long-term positive.

PODCAST: Putting Inflation Concerns in Perspective
Perspectives

PODCAST: Putting Inflation Concerns in Perspective

In our latest "Talking Markets" podcast, Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Governments across Europe are trying to keep a lid on reopening optimism for now. The extent of the second wave of COVID-19, especially in the United Kingdom, Belgium, Italy, Austria and most of Eastern Europe, serves as a reminder of how this virus can spread if governments fail to strike the correct balance between managing social interaction and enabling economies to function. However, the difference between now and pre-second wave is the effective vaccination programme in motion across Europe.

There’s Much More to Tech Investing than the US Market
Equity

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The United Kingdom remains far ahead of its European counterparts in terms of vaccination progress, which has helped sentiment. It is also encouraging to see new COVID-19 cases fall sharply in the United States, and the vaccination programme continues to make good progress with over 1 million people there being vaccinated per day.

Quick Thoughts: Cryptocurrency Fascination
Alternatives

Quick Thoughts: Cryptocurrency Fascination

Our Chief Market Strategist Stephen Dover believes cryptocurrency (crypto) is evolving into its next cycle of innovation. As an integral foundation for an alternative financial and internet ecosystem, crypto’s disruptions, opportunities, risks, and long-term implications are worth watching.

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets
Equity

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Global Equities: Four Things We Are Watching in 2021
Equity

Global Equities: Four Things We Are Watching in 2021

Stephen Dover, our Chief Market Strategist and Head of Franklin Templeton Investment Institute, shares four investment themes he’s thinking about as the world recovers from the COVID-19 pandemic.

On My Mind: Investment Strategies for a Booster-Shot Recovery
Fixed Income

On My Mind: Investment Strategies for a Booster-Shot Recovery

Our Fixed Income CIO Sonal Desai shares her investment views and strategies for the post-pandemic recovery. She explains why inflation looks likely to gain steam, and how the balance of fundamentals and valuations become especially crucial today when looking for attractive returns in fixed income. The Franklin Templeton-Gallup Economics of Recovery Study supports her bullish view for the global economy, and highlights how policymakers need to intensify their efforts to boost vaccine acceptance.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities were stronger across the board last week. Improving sentiment around vaccination programmes, as well positive developments in Italian politics, were the focus in Europe, while in the United States, stimulus hopes boosted markets.

Meet the Manager: Jennifer Johnston
Fixed Income

Meet the Manager: Jennifer Johnston

As a child, Jennifer Johnston didn’t have visions of working in the financial field, but after 27 years in the industry, she hasn’t looked back. Being a woman in a male-dominated field has presented some challenges, but she has had an attitude of embracing every opportunity that presents itself. Here, we get to know more about Jennifer, director of our municipal bond research team.