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.

Brexit Saga Meets Trade Roadblocks
Fixed Income

Brexit Saga Meets Trade Roadblocks

The United Kingdom officially left the European Union in January of this year, but issues remain in the Brexit saga, namely trade relations. David Zahn, our Head of European Fixed Income, weighs in on the odds no deal will be reached by year-end—and the market implications.

PODCAST: US Election Heightens Pandemic Uncertainty
Multi-Asset

PODCAST: US Election Heightens Pandemic Uncertainty

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette provide their insights on the upcoming US election as well as the continued impact of the COVID-19 pandemic on investment and economic activity.

Still Looking for Alternatives? How about Real Assets?
Multi-Asset

Still Looking for Alternatives? How about Real Assets?

Ed Perks and Gene Podkaminer of Franklin Templeton's Multi-Asset Solutions team discuss the attractions of alternative assets that can offer natural portfolio diversification. Over a longer-term horizon, they continue to believe global stocks have greater performance potential than global bonds, or alternatives, but this outlook will not be reached along a smooth path.

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.

On My Mind: Saving for Sunnier Days
Fixed Income

On My Mind: Saving for Sunnier Days

The Franklin Templeton-Gallup Economics of Recovery Study has unveiled many insights about US consumer attitudes and behaviour in the wake of COVID-19. Our Fixed Income CIO Sonal Desai examines findings from the survey’s second pulse, including encouraging signs confidence has found a floor.

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.

US Election: Implications across the Pond
Fixed Income

US Election: Implications across the Pond

This November’s US presidential election pits Donald Trump against Democratic nominee Joe Biden, a longtime politician who represents a more progressive policy approach. Our Head of European Fixed Income David Zahn breaks down the implications of the US election for Europe, and why many of Biden’s policies line up more closely with European views.

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.