Beyond Bulls & Bears

Quality small caps can offer a smoother climb
Equity

Quality small caps can offer a smoother climb

Small-cap stocks took a rollercoaster ride this summer, but Franklin Mutual Series sees long-term opportunities in quality small-cap value stocks with low debt and good earnings potential.

The US presidential election and the innovation ecosystem
Equity

The US presidential election and the innovation ecosystem

The 2024 US presidential election could have broad and enduring implications for how and where innovation thrives, and for America’s continued leadership in new and emerging technologies. In this roundtable discussion, key members of Franklin Equity Group explore how different election outcomes could impact the future of the technology sector and innovation-driven businesses across a range of industries.

Quick Thoughts: Expanding opportunities in India’s equity markets
Equity

Quick Thoughts: Expanding opportunities in India’s equity markets

Franklin Templeton Institute’s Stephen Dover and Christy Tan offer insights for investors on the growing and diverse Indian market.

Quick Thoughts: US employment insights and implications for investors
Perspectives

Quick Thoughts: US employment insights and implications for investors

Fed Chair Jerome Powell’s latest message on monetary policy signals readiness for rate cuts—Franklin Templeton Institute’s Stephen Dover explains the implications for investors.

Quick Thoughts: 2024 US election—implications for investors
Perspectives

Quick Thoughts: 2024 US election—implications for investors

The US presidential election is often seen as decisive for the economy and overall investor portfolios, but it may not matter as much as people think, according to Franklin Templeton Institute.

Anatomy of a Recession Update: Economy’s health holds steady
Equity

Anatomy of a Recession Update: Economy’s health holds steady

Jeff Schulze of ClearBridge Investments joins us to give an update on the Recession Risk Dashboard and shares which indicators to keep an eye on for next month. He also provides his perspective on the recent selloffs in the equity market and the potential for some choppiness leading up to the US election.

Quick Thoughts: Market dislocations—implications for investors
Multi-Asset

Quick Thoughts: Market dislocations—implications for investors

While markets appear to be in a tailspin over recent US economic data, it’s too soon to conclude the US is headed toward recession, according to Franklin Templeton Institute’s Stephen Dover. He weighs in on recent market action and the silver lining in Fed rate cuts likely ahead.

Uncovering income opportunities
Perspectives

Uncovering income opportunities

Inflation is cooling but the journey to the Fed's target is tough. Meanwhile, the labor market has steadied, hinting at less aggressive Fed rate cuts. Insights on the market implications from Franklin Income Investors CIO Ed Perks.

Quick Thoughts: GOP clean sweep? What it might mean for markets
Perspectives

Quick Thoughts: GOP clean sweep? What it might mean for markets

With the 2024 US election a focal point for investors, Franklin Templeton Institute’s Stephen Dover outlines the possible economic and market impacts of a Republican ”clean sweep” in November.

Quick Thoughts: Surprise in France—What are the implications?
Equity

Quick Thoughts: Surprise in France—What are the implications?

A major shift is happening in France, as the left-wing unity prevails in the Assembly elections, signaling potential changes ahead. Here’s a look at how this could reshape France's political and economic landscape, from Franklin Templeton Institute’s Stephen Dover.

Quick Thoughts: French first-round elections
Perspectives

Quick Thoughts: French first-round elections

Thoughts on the first round of the French elections and why governing France will likely prove challenging from Franklin Templeton Institute’s Stephen Dover.

Global value stocks—The compelling case at midyear
Equity

Global value stocks—The compelling case at midyear

There are reasons for optimism that value stocks can continue to perform well over the coming months as the global economy remains strong and the group benefits from several long-term structural trends, according to Franklin Mutual Series.