Beyond Bulls & Bears

Thinking Holistically About ESG
Equity

Thinking Holistically About ESG

In this excerpt from our latest “Global Investment Outlook,” Franklin Equity Group Portfolio Manager Serena Perin Vinton discusses how her team thinks about environmental, social and governance (ESG) investing and the opportunities in investment-driven innovations levered to a more sustainable environment.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The focus as we progress through earnings season is around supply chains and inflation. A number of companies have already noted they have been able to pass cost increases onto customers.

Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?
Equity

Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?

Energy prices have surged to multi-year highs amid the global economic recovery from COVID-19, contributing to larger-than-anticipated jumps in measures of headline inflation. While some policymakers had suggested inflationary forces would prove “transitory,” today many are questioning that thesis. Franklin Equity Group Portfolio Manager Frederick Fromm outlines what has been impacting energy prices, whether he sees the recent price rise as sustainable, and where he is finding investment opportunities within the sector.

Quick Thoughts: Debating the Next Moves for Inflation, Growth, and Rates
Perspectives

Quick Thoughts: Debating the Next Moves for Inflation, Growth, and Rates

Rising inflation globally raises the question of whether inflation is persistent versus transitory, driving debate among our investment managers. Our Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed economic growth, interest rates, and inflation during a roundtable, “What Our Managers Think: Debating the Next Moves for Inflation, Growth, and Rates,” with Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income; John Bellows, Ph.D., Portfolio Manager, Western Asset; and Gene Podkaminer, CFA, Head of Research, Franklin Templeton Investment Solutions. Below are some takeaway points.

Exchange-Traded Funds: Back to the Basics on Liquidity
LibertyShares

Exchange-Traded Funds: Back to the Basics on Liquidity

Fall is traditionally back to school season, and in that spirit, Jason Xavier, Head of EMEA ETF Capital Markets, goes back to the basics. He reminds us about the ins and outs of ETF liquidity and dispels the myths many still have.

K2 Hedge Fund Strategy Outlook: Fourth Quarter 2021
Alternatives

K2 Hedge Fund Strategy Outlook: Fourth Quarter 2021

Is inflation truly transitory? Will central banks start to tighten the policy reins? Will earnings continue to boost equity valuations? Heading into year end, the K2 Advisors team ponders these and other questions in its fourth quarter (Q4) hedge-fund strategy outlook.

PODCAST: Anatomy of a Recession: Looking Ahead to 2022
Equity

PODCAST: Anatomy of a Recession: Looking Ahead to 2022

In our latest "Talking Markets" podcast, we hear from Jeff Schulze, Investment Strategist at ClearBridge Investments, about the Federal Reserve’s timetable for tightening, slow growth, the COVID-19 Delta variant, and the resilience of the US consumer. He explains how all of these variants are factored into determining the risk of recession along with the investment implications.

Meet the Manager: Sara Araghi
Equity

Meet the Manager: Sara Araghi

Sara Araghi truly embodies what it means to be a mentor—particularly for other women—in an industry that has typically been more male-dominated. She is a portfolio manager and research analyst with Franklin Equity Group and director of Franklin Venture Partners, the firm’s specialised investment team that invests in private opportunities, focusing on mid- and late-stage companies. San Francisco Business Times recently honored Sara in its “Most Influential Women in Bay Area Business” awards, highlighting her role mentoring and investing in female founders. Here, we get to know Sara.

PODCAST: Potential Longer-Term Effects from Current Economic and Investment Challenges
Alternatives

PODCAST: Potential Longer-Term Effects from Current Economic and Investment Challenges

Franklin Templeton’s Sonal Desai, Martin Currie’s Alastair Reynolds, and ClearBridge’s Pawel Wroblewski join our Kim Catechis to assess the possible investment impacts of major global challenges, including the ongoing pandemic, growing income inequality and climate change.

Quick Thoughts: Diving into Debt, MMT, and Their Deep Water Waves
Perspectives

Quick Thoughts: Diving into Debt, MMT, and Their Deep Water Waves

After the first global pandemic in a century, growing pressures on sovereign balance sheets from stimuli in 2020-2021 and policy responses to the coming waves of debt—trends previously in place—have only accelerated. Our Stephen Dover, Head of the Franklin Templeton Investment Institute, and Investment Strategist Kim Catechis, examine the debt wave that drives many of the economic policy discussions today.

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?
Multi-Asset

Evergrande and China: A Lehman Moment—or Less “Grande” Than That?

With respect to the evolving Evergrande situation in China, our Franklin Templeton Investment Solutions team addresses two main questions: could this be a “Lehman moment,” and what are the global implications of a Chinese property market slowdown?

Are We at the Inflection Point of Climate Change Investing?
Perspectives

Are We at the Inflection Point of Climate Change Investing?

The rise of environmental, social and governance (ESG) investing is nothing short of extraordinary, according to Yu Meng, Chair of Asia Pacific at Franklin Templeton. As we are constantly reminded by extreme climate change events, he says urgent actions are required from all of parts of society and the economy, including the financial markets. In this excerpt from his recent article, “Are we at the inflection point of climate investing?” in the Journal of Investment Management, Meng explores whether climate change investing is at an inflection point.