Beyond Bulls & Bears

Innovation Is Everywhere: Five Platforms for Growth
Equity

Innovation Is Everywhere: Five Platforms for Growth

Franklin Equity Group’s Matt Moberg explains how innovation can be found in any part of the economy and where his team is uncovering it for their portfolio.

Uncovering Opportunities in the UK Small-Cap Market
Equity

Uncovering Opportunities in the UK Small-Cap Market

The response from central banks has been nothing short of spectacular amid COVID-19, but unknowns remain for UK small-cap stocks.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

In parts of the United States and in Europe, (namely France, Germany and Spain) COVID-19 cases have surged. So, the shape of global economic recovery from the pandemic remains uncertain. but markets appear to have shrugged this off for now.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Key themes our European Trading Desk team has an eye on include the ongoing COVID-19 pandemic and its impact, earnings season in the United States and Europe, monetary policy meetings and ugly gross domestic product (GDP) data.

On My Mind: They Blinded Us from Science
Fixed Income

On My Mind: They Blinded Us from Science

Our Fixed Income CIO Sonal Desai unveils the first insights from the new Franklin Templeton–Gallup research project on the behavioral response to the COVID-19 pandemic and implications for the recovery: we find a gross misperception of COVID-19 risk, driven by partisanship and misinformation, and a willingness to pay a significant “safety premium” that could affect future inflation.

COVID-19 Crisis Accelerates the Digital Transformation Trend
Equity

COVID-19 Crisis Accelerates the Digital Transformation Trend

Digital transformation was already underway prior to the COVID-19 pandemic, but the resulting economic crisis has caused an acceleration, according to Franklin Equity Group’s Jonathan Curtis. He shares where his team is looking for potential opportunities within technology during the current period and beyond.

On My Mind: Testing the Recovery: A Franklin Templeton–Gallup Project
Fixed Income

On My Mind: Testing the Recovery: A Franklin Templeton–Gallup Project

The unprecedented nature of the COVID-19 economic disruption has made traditional gauges of economic developments woefully inadequate, says our Fixed Income CIO Sonal Desai. She highlights the need to look deeper into new ways of examining the path toward recovery through people’s attitudes and actual behavioural response to this crisis measured via a new study Franklin Templeton is undertaking with Gallup.

EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration
Fixed Income

EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration

After much debate, the ink is now dry on Europe’s €750 billion coronavirus fiscal rescue package, initially proposed in May. David Zahn, our Head of European Fixed Income, says it marks a strong affirmation of European integration and support for beleaguered countries—good news for investors.

Assessing the Depth, Breadth and Resilience of UK Mid-Cap Stocks
Equity

Assessing the Depth, Breadth and Resilience of UK Mid-Cap Stocks

As the United Kingdom emerges from lockdown, our Richard Bullas reminds investors to consider the sheer breadth of the mid-cap space.

ETFs: Passing the COVID-19 Stress Test
LibertyShares

ETFs: Passing the COVID-19 Stress Test

Our Jason Xavier and Rafaelle Lennox examine ETF investing within the context of the COVID-19 crisis, and why they believe investors will continue to embrace these vehicles.

Quick Thoughts: Wall Street and Main Street Disconnect
Equity

Quick Thoughts: Wall Street and Main Street Disconnect

Our Head of Equities, Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.

Presidential Election Complicates US Market Outlook
Perspectives

Presidential Election Complicates US Market Outlook

The global market outlook is already hazy in light of the COVID-19 pandemic, and the upcoming US presidential election adds another layer of uncertainty. In this excerpt from our Midyear Global Investment Outlook, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks offer their views of today’s investment landscape, including the upcoming US elections and economic outlook.