Equity - 7/19 - Beyond Bulls & Bears

Beyond Bulls & Bears

Perspectives

Quick Thoughts: The vital role of microchips on the global economy

Semiconductor chips have become vitally important, influencing nearly every major segment of the global economy. Stephen Dover, Head of Franklin Templeton Institute, discusses trends in the microchip industry and considerations for investors now that the United States is backed by legislation and investment to maintain its leadership position.

Stephen H. Dover, CFA | March 17, 2023

Equity

Quick Thoughts: European banking sector—taking stock after Silicon Valley Bank and Credit Suisse

Implications of SVB and Credit Suisse on the European banking sector—check out highlights from our recent panel discussion with Kim Catechis, Investment Strategist with the Franklin Templeton Institute.

Stephen H. Dover, CFA | March 16, 2023

Equity

Quick Thoughts: Making sense of SVB, a unique bank with a classic problem

Why did Silicon Valley Bank fail? And what are the implications for investors? Stephen Dover, Head of Franklin Templeton Institute, provides his latest update on the unfolding situation.

Stephen H. Dover, CFA | March 13, 2023

Equity

Notes from the Trading Desk – Europe

March 13, 2023

Equity

PODCAST Anatomy of a Recession: Economic reacceleration in perspective

It shouldn't be a surprise that the US economy is seeing some latent economic strength at this point, says Jeff Schulze of ClearBridge Investments. Learn why in this Anatomy of a Recession update.

Jeffrey Schulze, CFA | March 09, 2023

Equity

Notes from the Trading Desk – Europe

To start the week, focus will be on headlines from the China’s National People's Congress. Through the course of the week there are some a number of macro data points to watch out for, but the February US employment report, out on Friday, will be the key focus.

March 06, 2023

Equity

International equities: Poised for recovery

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Christopher Peel, CFA | March 01, 2023

Equity

Notes from the Trading Desk – Europe

Last week was tricky for equity markets, which lost ground on fears inflation was proving stickier than anticipated and central banks would keep rates higher for longer as a result.

February 27, 2023

Equity

Quick Thoughts: Is normal really what we want?

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.

Stephen H. Dover, CFA | February 22, 2023

Equity

Notes from the Trading Desk – Europe

Investors seemed concerned about how sticky inflation is proving to be, leading the market to adjust its terminal rate expectations both in the United States and Europe.

February 20, 2023

Multi-Asset

Outlook for US fixed income and equities amid tighter financial conditions

Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.

Edward D. Perks, CFA | February 13, 2023

Equity

Anatomy of a Recession: The Fed’s job problem

A review of the US economy with focus on the Federal Reserve (Fed), labor and housing with Jeff Schulze, investment strategist at ClearBridge Investments.

Jeffrey Schulze, CFA | February 09, 2023

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