Beyond Bulls & Bears

US Equities: Taking the Long View Through Today’s Uncertainty
Equity

US Equities: Taking the Long View Through Today’s Uncertainty

While the US economy continues to suffer the wrath of the coronavirus, a recovery will eventually come. Franklin Equity Group’s Grant Bowers provides his latest update on the US equity market, and what he and his team have an eye on with a long-term investment view.

Quick Thoughts: Living on “COVID” Time
Equity

Quick Thoughts: Living on “COVID” Time

The coronavirus has forced a number of behaviour changes throughout societies across the globe, including how we work, shop and interact with others. Our Head of Equities Stephen Dover discusses how it has impacted investor decisions, too.

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil
Equity

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil

Will commodity prices rebound once the coronavirus pandemic ends? Franklin Equity Group’s Fred Fromm gives his take.

Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks
Equity

Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks

UK small- and mid-cap companies could emerge from this crisis a bit leaner. Thoughts on why this is encouraging by Richard Bullas and Dan Green.

PODCAST: Market Movements: Outlook and Valuations for US Equities
Equity

PODCAST: Market Movements: Outlook and Valuations for US Equities

Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis take an in-depth look at US equities following the latest market movements. They also share their outlooks for the technology and biotech sectors in particular.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The picture remains fairly bleak with regards to COVID-19 newsflow and it’s unlikely normality will return in Europe for some time. Even if lockdowns are lifted in coming months, it is hard to see consumer behaviour quickly returning to previous habits, unless there are sudden advancements in testing for antibodies or vaccinations. However, any meaningful positive news on improving rates of infection/deaths would support investor sentiment.

Weighing UK Dividend Suspensions
Equity

Weighing UK Dividend Suspensions

More UK companies are likely to forgo dividends in the wake of the coronavirus pandemic, according to Franklin UK Equity Team's Colin Morton.

Quick Thoughts: Biotech Progress in Addressing Coronavirus, but It Takes Time
Equity

Quick Thoughts: Biotech Progress in Addressing Coronavirus, but It Takes Time

With the coronavirus creating havoc across the globe, researchers are rushing to find better treatment options and a cure. Our Head of Equities, Stephen Dover, and Portfolio Manager Evan McCulloch outline a few of the efforts the medical and scientific communities are taking to combat the virus.

Coronavirus Dampens UK Equity Outlook—For Now
Equity

Coronavirus Dampens UK Equity Outlook—For Now

As the coronavirus continues to spread into Europe, the economic picture has changed. Whether the setback will be temporary or long-lived still remains to be seen. Franklin UK Equity Team’s Colin Morton weighs in on the situation and gives his perspective on how it’s impacting the outlook for the UK market.

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One
Equity

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One

In the midst of uncertainty, many investors act out of fear. As an alternative approach to responding to recent market turmoil, our Head of Equities Stephen Dover urges investors not to panic and consider the long-term view.

PODCAST Preparing for a Recession: What’s Different from the Global Financial Crisis
Perspectives

PODCAST Preparing for a Recession: What’s Different from the Global Financial Crisis

Uncertainty is gripping global markets as a result of the COVID-19 virus and oil price war. Stephen Dover, our Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, discuss navigating these market shocks.

Quick Thoughts: The Other 99%
Equity

Quick Thoughts: The Other 99%

Thoughts on the stock market correction from our Head of Equities Stephen Dover and some reasons to consider jumping in—or reassessing your portfolio.