Beyond Bulls & Bears

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View
Perspectives

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth
Fixed Income

Quick Thoughts: US Elections, Global Stimulus, and 2021 Growth

Our Head of Equities, Stephen Dover, and Western Asset’s CIO, Ken Leech, believe global stimulus and the likely longer availability of zero or negative interest rates will support the path to growth in 2021. And China will continue its growth path to becoming a bigger part of the global financial community.

The Post-Pandemic Case for International Markets
LibertyShares

The Post-Pandemic Case for International Markets

Our Dina Ting offers three reasons she and her team believe the case for international markets is once again strong, and opines on how recent market events have created new—or amplified existing—opportunities for investors to express views on specific countries.

Quick Thoughts: Wall Street and Main Street Disconnect
Equity

Quick Thoughts: Wall Street and Main Street Disconnect

Our Head of Equities, Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.

Presidential Election Complicates US Market Outlook
Perspectives

Presidential Election Complicates US Market Outlook

The global market outlook is already hazy in light of the COVID-19 pandemic, and the upcoming US presidential election adds another layer of uncertainty. In this excerpt from our Midyear Global Investment Outlook, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks offer their views of today’s investment landscape, including the upcoming US elections and economic outlook.

PODCAST: Risk Assets and the Reshaping of the Economy
Multi-Asset

PODCAST: Risk Assets and the Reshaping of the Economy

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near term.

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020
Multi-Asset

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested. In our latest “Talking Markets” podcast, Franklin Templeton Fixed Income Group CIO Sonal Desai, Franklin Templeton Multi-Asset Solutions CIO Ed Perks and our Head of Equities Stephen Dover share their outlook.

Allocation Views: 2020 Appears Tilted to the Downside
Multi-Asset

Allocation Views: 2020 Appears Tilted to the Downside

While US-China trade tensions and other concerns prompt a cautionary stance when it comes to risk assets, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer nonetheless remain positive about the US equity market in the year ahead, citing a number of long-term growth drivers that still remain in place. In the latest edition of “Allocation Views,” they share their 2020 outlook.

Staying Nimble Amid an Uncertain Outlook
Perspectives

Staying Nimble Amid an Uncertain Outlook

Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing. Against this backdrop, our senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally
Equity

Health Care Sector Innovation: How Biopharma Scientists Save Lives Globally

In today’s world of disruptive innovations, biotechnology is entering the most transformative phase our health care analysts have seen in 25 years. Since mapping out the human genome in 2003, drugs using new treatment paradigms—like gene and cellular therapies—have jumped out of laboratories and into the marketplace to tackle humanity’s most vexing diseases.

Analysing Market Volatility from Escalating Trade Tensions
Equity

Analysing Market Volatility from Escalating Trade Tensions

As one might imagine in light of recent news, trade was a big topic of discussion at Franklin Templeton’s 2019 Global Investor Forum in San Francisco this week. Our panelists addressed how the uncertainty is impacting the markets today—particularly emerging markets.

PODCAST: Smart Beta Investing in the Changing Emerging-Market Landscape
LibertyShares

PODCAST: Smart Beta Investing in the Changing Emerging-Market Landscape

Many investors view “smart beta” within the realm of exchange-traded funds (ETFs) as a replacement for either actively managed or passive investment strategies. Franklin Templeton ETF Specialists Todd Mathias and Rick Felix view smart beta as an additive investment strategy that can complement these approaches. In our latest “Talking Markets” podcast, they discuss the nuances of smart beta while taking a look at the changing investment landscape in emerging markets.