Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

In Europe, rising COVID-19 cases are weighing on sentiment, whilst the upcoming presidential election, delays over fiscal support, and some disappointment over the Federal Reserve’s (Fed’s) commentary at its latest policy meeting have all added to a “risk-off” tone in the United States.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The United Kingdom is firmly back in focus for investors in Europe. Brexit risk is on the increase as we edge closer to the deadline of the European Union (EU) Council Summit on 15 October with no real positive movement towards an agreement.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

This week is poised to be a dramatic one for the EU and the United Kingdom, with a five-day stretch of face-to-face discussions in London, referred to as a “moment of reckoning”.

Three Ways to View the Gold Rally from an Equity Viewpoint
Equity

Three Ways to View the Gold Rally from an Equity Viewpoint

Despite reaching all-time highs above US$2,000 per troy ounce this summer, gold prices might still have room to run, according to Franklin Equity Group’s Steve Land. In addition, he shares some reasons why the current environment could present new opportunities for gold-focused miners to redefine themselves as stronger businesses.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

 Last week saw equity markets continue their grind higher, with the familiar theme of US technology stocks leading the way higher. Volumes and news flow were once again fairly light due to the summer holiday season.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Last week was quiet for equity markets with the second-quarter 2020 earnings season now behind us and many market participants on holiday. The fate of technology stocks will likely be a key driver for equity markets globally into year-end.

The Fourth Industrial Revolution Is Just Beginning
Equity

The Fourth Industrial Revolution Is Just Beginning

Franklin Equity Group’s Matt Moberg explains how the current pace of innovation is driving productivity gains—and accelerating economic growth.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

As summer started and lockdowns eased across Europe, a “‘feel-good”’ factor helped consumer activity start to rebound nicely in a number of countries. However, concerns seem to now be rising again over an increase in new COVID-19 cases across the continent.

Quick Thoughts: Political Volatility Ahead
Equity

Quick Thoughts: Political Volatility Ahead

Our Head of Equities Stephen Dover explains why he thinks possible changes to the US political landscape could lead to further bouts of market volatility.

Innovation Is Everywhere: Five Platforms for Growth
Equity

Innovation Is Everywhere: Five Platforms for Growth

Franklin Equity Group’s Matt Moberg explains how innovation can be found in any part of the economy and where his team is uncovering it for their portfolio.

Uncovering Opportunities in the UK Small-Cap Market
Equity

Uncovering Opportunities in the UK Small-Cap Market

The response from central banks has been nothing short of spectacular amid COVID-19, but unknowns remain for UK small-cap stocks.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

In parts of the United States and in Europe, (namely France, Germany and Spain) COVID-19 cases have surged. So, the shape of global economic recovery from the pandemic remains uncertain. but markets appear to have shrugged this off for now.