Beyond Bulls & Bears

Meet the manager: Justin Ma
Perspectives

Meet the manager: Justin Ma

Landing in Franklin Templeton’s Floating Rate Debt Group prior to the global financial crisis, Justin Ma is no stranger to navigating market volatility and challenging environments. Today, he is excited about new applications of data science and quantitative methods to enhance his team’s portfolio management capabilities. Learn more about Justin.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Geopolitical tensions between Russia and Europe remain heightened, with gas supplies restricted by Russia’s political posturing. Meanwhile, US Speaker of the House of Representatives Nancy Pelosi’s visit to Taiwan has caused some shockwaves and signalled a deterioration in US-China relations.

PODCAST: Increasing yields, strategy shifts for income investors
Multi-Asset

PODCAST: Increasing yields, strategy shifts for income investors

Rapidly changing economic and market conditions could lead to a shift in strategy for income investors. Ed Perks, chief investment officer of Franklin Templeton Investment Solutions, breaks down the macro environment and shares the fixed income sectors he believes are now attractive, in this conversation with our Josh Greco. 

US equities: Opportunities amid turbulence
Equity

US equities: Opportunities amid turbulence

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Last week saw a strong end to the month, which helped many equity indices claw back some of the first half of year losses and have their best monthly performance for some time. There was a glut of corporate earnings and some better-than-expected results from index heavyweights in the United States helped sentiment.