Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Economic data in developed markets continued to improve in June. Whilst we are not seeing all-time highs as in the United States in terms of positive macro surprises, the euro area seems to have now troughed and has reverted sharply.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Clearly, the continued easing of COVID-19 lockdowns was in focus, with a close eye on an infection rates. For the most part, Europe tends to be faring relatively well, whilst the US rate is sharply on the rise, seeing record one-day increases in cases.

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies
Equity

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies

The coronavirus pandemic could shape how UK businesses think about dividends going forward, says Franklin Templeton UK Equity's Colin Morton. He shares his on-the-ground thoughts on the UK economy, and how it measures up against the last global economic shock.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities recovered to trade higher last week, shaking off headlines on coronavirus second-wave fears, trade spats, poor economic data and US political uncertainty to focus on fiscal and monetary stimulus.

Quick Thoughts: This Time Is Different
Equity

Quick Thoughts: This Time Is Different

Our Stephen Dover gives his take on why Sir John Templeton might recognise today’s economic environment as another opportunity for active equity investors.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Last week saw global equity markets pause for breath, with most major indices declining when faced with a sobering economic outlook from the US Federal Reserve (Fed) and fears of a second wave of COVID-19 infections.

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.

Biotechnology Innovation During COVID-19
Equity

Biotechnology Innovation During COVID-19

Innovation has always been a key driver for the biotechnology industry. Even in the midst of the COVID-19 pandemic, we continue to see significant progress in the discovery and development of innovative drugs. Franklin Equity Group’s Evan McCulloch and Wendy Lam are excited about three areas of innovation within biotech that they believe will continue to create value in the long term.

Quick Thoughts: Value vs. Growth? Yes, Both
Equity

Quick Thoughts: Value vs. Growth? Yes, Both

Our Head of Equities, Stephen Dover, gives his take on why value and growth investing are not different strategies.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equity markets were buoyant last week, as news of further economic stimulus in Europe, better-than-expected U S employment data and a continued easing of lockdown measures all helped boost market sentiment.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

European markets were broadly higher last week, with rotation out of momentum and into value the key theme. We are seeing more signs that macro data has bottomed, raising hopes for the start of a recovery as COVID-19 lockdowns continue to ease.

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis
Equity

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest "Talking Markets" podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.