Beyond Bulls & Bears

A Fixed Income View of 2020: Separating Sentiment from Fact
Fixed Income

A Fixed Income View of 2020: Separating Sentiment from Fact

Investors could be in for a bumpy year ahead, according to Franklin Templeton Fixed Income CIO Sonal Desai. She emphasises the importance of separating the facts from the headlines, but also thinks it’s a good time to look to “de-risk” portfolios to some extent, while still remaining invested.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

Concerns over trade and UK politics have bubbled away throughout the past year and with progress in both of these areas last week, as well as benign central bank developments, markets received a welcome boost. European and US markets both hit record highs last week.

GCC Bonds: Why We See an Upbeat Year Ahead
Fixed Income

GCC Bonds: Why We See an Upbeat Year Ahead

Our Dino Kronfol explores some recent developments in the GCC bond market that give him reason to be optimistic about the market in 2020.

UK Election: Will Tory Victory Bring Investors Back to UK Equities?
Equity

UK Election: Will Tory Victory Bring Investors Back to UK Equities?

Markets tend to over-react in the immediate aftermath of elections, but our Colin Morton stands ready for potential opportunities that may result from the UK general election.

Tory Victory Offers a Boost to UK Market⁠—But for How Long?
Fixed Income

Tory Victory Offers a Boost to UK Market⁠—But for How Long?

The Conservative victory in the UK General Election should bring some relief for UK markets, according to our Head of European Fixed Income, David Zahn. But he warns investors’ attention is likely to turn quickly to how the new government can really “get Brexit done”.

An Equity View of 2020: An Unloved Bull Market Could Continue to Run
Equity

An Equity View of 2020: An Unloved Bull Market Could Continue to Run

Investors remain concerned a potential global or US recession could be on the horizon, but our Head of Equities Stephen Dover doesn’t see it. He shares why he has that view, and where he sees potential investment opportunities in the year ahead.

Assessing Potential US Health Care Reforms Ahead of an Election Year
Equity

Assessing Potential US Health Care Reforms Ahead of an Election Year

Franklin Equity Group’s Evan McCulloch discusses why we might see US legislation on drug pricing before the 2020 US Presidential Election. He also explains why he’s optimistic about the outlook for the biotechnology and pharmaceutical industries.

Eyes on the Size: A Different Way to Think About ETF Selection
LibertyShares

Eyes on the Size: A Different Way to Think About ETF Selection

It’s not all about size. Jason Xavier, our Head of EMEA ETF Capital Markets suggests a different way to think about ETF liquidity.

Notes From the Trading Desk – Europe
Equity

Notes From the Trading Desk – Europe

Last week saw equity markets tread water ahead of a number of upcoming notable events and catalysts expected this week. Still, the narrative around US trade relations with the rest of the world was a prime focus, as US President Donald Trump shared his thoughts on the US relationship with a number of different countries. 

A Look at the UK’s Post-Election Scenarios
Fixed Income

A Look at the UK’s Post-Election Scenarios

The UK general election campaign is entering its final stages. Opinion polls and market sentiment suggest the Conservatives could be on course for victory, but the result is far from being a foregone conclusion. Our Head of European Fixed Income, David Zahn, examines some of the possible scenarios and considers how financial markets might react.

Hired, Housed and Healthy: An Introduction to Our Social Infrastructure Strategy
Alternatives

Hired, Housed and Healthy: An Introduction to Our Social Infrastructure Strategy

Social infrastructure—the physical assets where social services are provided to communities—has a crucial role to play in society. Franklin Real Asset Advisors’ Raymond Jacobs, Riccardo Abello and John Levy share their thoughts on the topic here.

Two Reasons US Equities May Keep Climbing into 2020
Perspectives

Two Reasons US Equities May Keep Climbing into 2020

"When we look at the data and what’s going on in the market, we believe this late-cycle period can last much longer than people expect." – Grant Bowers, Franklin Equity Group