Beyond Bulls & Bears

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.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Although many market participants are taking summer holidays, there is still a lot of noise expected this week as corporate earnings in United States and Europe continue to be a focus. News on the EU COVID-19 bailout will be a key driver for the region as well.

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.

Competing Priorities Impact Retirement Preparedness
Perspectives

Competing Priorities Impact Retirement Preparedness

Franklin Templeton Canada’s 2020 Retirement Income Strategies and Expectations (RISE) survey revealed the importance of having a plan to help reduce financial-related stress—particularly relevant amid today’s uncertainties. Our Manmeet Bhatia discusses some findings of the survey, and how respondents feel about their financial future.

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook
Alternatives

K2 Advisors Third Quarter Hedge-Fund Strategy Outlook

Pricing dislocations and adjustments between companies, industries, regions and asset classes due to the impact of COVID-19 offer opportunities for select hedged strategies, according to K2 Advisors. Brooks Ritchey and Robert Christian provide the team’s third quarter hedge-fund strategy outlook.

PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio
Fixed Income

PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio

The COVID-19 pandemic has impacted all corners of the market, including mortgage-backed securities. Franklin Templeton Fixed Income’s Paul Varunok takes a closer look at the space, and why he feels they can offer some stability in a fixed income portfolio.

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus
Perspectives

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus

Dislocations resulting from the pandemic shine a light on environmental, social and governance (ESG) issues, which can be used as an additional tool to identify leading companies from the laggards, according to Franklin Templeton’s Global Head of ESG, Julie Moret.

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies
Equity

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies

The coronavirus pandemic could shape how UK businesses think about dividends going forward, says Franklin Templeton UK Equity's Colin Morton. He shares his on-the-ground thoughts on the UK economy, and how it measures up against the last global economic shock.

On My Mind: The Fed’s Final Frontier—Negative Rates or Yield Curve Control?
Fixed Income

On My Mind: The Fed’s Final Frontier—Negative Rates or Yield Curve Control?

Given fears of a COVID-19 resurgence and US election uncertainties looming, many investors are wondering what comes next for policymakers in terms of supporting the economy. Our Fixed Income CIO Sonal Desai weighs in on the possibility of negative US interest rates or other measures.

Quick Thoughts: This Time Is Different
Equity

Quick Thoughts: This Time Is Different

Our Stephen Dover gives his take on why Sir John Templeton might recognise today’s economic environment as another opportunity for active equity investors.