Beyond Bulls & Bears

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities
Equity

Shortages, Resurgent Demand and Rising Inflation Expectations Lift Commodities

Commodities prices have been moving higher this spring amid rising demand and rising inflation expectations globally as economies emerge from the pandemic. Franklin Equity Group’s Fred Fromm takes a look at the implications for equity investors in the space.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Given the presence of some temporary factors driving inflation data, the markets are telling us investors are happy to run with the Federal Reserve’s narrative that inflationary pressures are transitory. We see this view reflected across asset classes.

PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Improving macro data and continuously dovish central banks have kept equity markets well supported. Given the push and pull, the market continues to react to specific headlines and announcements, rather than the reopening trade as a general theme.

Quick Thoughts: A Very Hot Housing Market Globally
Equity

Quick Thoughts: A Very Hot Housing Market Globally

Tech Opportunities Abound Amid Economic Reopening
Equity

Tech Opportunities Abound Amid Economic Reopening

As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started. He still sees plenty of opportunities ahead in the technology sector, despite a recent falloff in investor interest in the first quarter.

Value and Growth: The Indivisible Dichotomy
Equity

Value and Growth: The Indivisible Dichotomy

Franklin Mutual Series’ Director of Research Grace Hoefig sits down with us to explain how value investing involves more than just computing ratios, and why the answer to the age-old question “growth or value” should be “yes.”