Beyond Bulls & Bears

PODCAST: Putting Inflation Concerns in Perspective
Perspectives

PODCAST: Putting Inflation Concerns in Perspective

In our latest "Talking Markets" podcast, Franklin Templeton’s Chief Market Strategist, Stephen Dover, speaks with our Gene Podkaminer, Western Asset’s Mark Lindbloom, and ClearBridge Investments’ Michael Clarfeld about interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Governments across Europe are trying to keep a lid on reopening optimism for now. The extent of the second wave of COVID-19, especially in the United Kingdom, Belgium, Italy, Austria and most of Eastern Europe, serves as a reminder of how this virus can spread if governments fail to strike the correct balance between managing social interaction and enabling economies to function. However, the difference between now and pre-second wave is the effective vaccination programme in motion across Europe.

There’s Much More to Tech Investing than the US Market
Equity

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The United Kingdom remains far ahead of its European counterparts in terms of vaccination progress, which has helped sentiment. It is also encouraging to see new COVID-19 cases fall sharply in the United States, and the vaccination programme continues to make good progress with over 1 million people there being vaccinated per day.

Quick Thoughts: Cryptocurrency Fascination
Alternatives

Quick Thoughts: Cryptocurrency Fascination

Our Chief Market Strategist Stephen Dover believes cryptocurrency (crypto) is evolving into its next cycle of innovation. As an integral foundation for an alternative financial and internet ecosystem, crypto’s disruptions, opportunities, risks, and long-term implications are worth watching.

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets
Equity

PODCAST: Comparing the Pace of Recovery in US and Emerging Markets

Franklin Equity Group's Grant Bowers and Templeton Emerging Markets Equity's Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

Global Equities: Four Things We Are Watching in 2021
Equity

Global Equities: Four Things We Are Watching in 2021

Stephen Dover, our Chief Market Strategist and Head of Franklin Templeton Investment Institute, shares four investment themes he’s thinking about as the world recovers from the COVID-19 pandemic.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities were stronger across the board last week. Improving sentiment around vaccination programmes, as well positive developments in Italian politics, were the focus in Europe, while in the United States, stimulus hopes boosted markets.

PODCAST: Capturing Income in the Current Market Environment
Multi-Asset

PODCAST: Capturing Income in the Current Market Environment

Ed Perks, chief investment officer with Franklin Templeton Investment Solutions, talks about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Last week was certainly an interesting one for markets as the GameStop/Reddit/Melvin saga dominated headlines and led to volatility and deleveraging. It was also a big week for corporate earnings, with a number of US heavyweights reporting.

ETFs, Message Boards and Volatility
LibertyShares

ETFs, Message Boards and Volatility

Internet message boards are lighting up and certain stocks have seen some unusually dramatic price moves. David Mann, our Head of Global Exchange Traded Funds (ETFs) Capital Markets, ponders whether ETFs could be subject to similar volatility.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

COVID-19 and the economic impact of prolonged lockdowns continues to be a driver for Europe’s markets. However, many market observers remain positive on economic outlook, particularly in the United States.