Beyond Bulls & Bears

Weighing UK Dividend Suspensions
Equity

Weighing UK Dividend Suspensions

More UK companies are likely to forgo dividends in the wake of the coronavirus pandemic, according to Franklin UK Equity Team's Colin Morton.

Coronavirus Dampens UK Equity Outlook—For Now
Equity

Coronavirus Dampens UK Equity Outlook—For Now

As the coronavirus continues to spread into Europe, the economic picture has changed. Whether the setback will be temporary or long-lived still remains to be seen. Franklin UK Equity Team’s Colin Morton weighs in on the situation and gives his perspective on how it’s impacting the outlook for the UK market.

We’re Finally Putting Brexit to Bed—What’s Next for UK Equities?
Equity

We’re Finally Putting Brexit to Bed—What’s Next for UK Equities?

We should start to gain some clarity on elements that previously clouded our outlook for UK stocks, says our Colin Morton.

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.

UK Equity: A Means to a Dividend?
Equity

UK Equity: A Means to a Dividend?

UK equity investors may not have had much to cheer in recent months, but all is not lost, according to our Colin Morton. In this article, he explains why he’s optimistic about potential rising dividend opportunities among UK-listed firms.

Turn That Frown Upside Down: Reasons to Be Optimistic about UK Equities
Equity

Turn That Frown Upside Down: Reasons to Be Optimistic about UK Equities

Colin Morton and Ben Russon of Franklin UK Equity team outline some positive signs for the UK economy that they think don’t get the recognition they deserve.

Equity Income: Why the UK Could Be a Productive Hunting Ground
Equity

Equity Income: Why the UK Could Be a Productive Hunting Ground

“Today, investment managers running an income franchise have got a much broader palette of opportunity than they’ve had for some time. In fact, we think the current climate provides one of the broadest selections of attractive dividend yielding stocks that we can remember.” - Colin Morton, Portfolio Manager, Franklin UK Equity team

Have We Reached Maximum Brexit Pessimism Yet?
Equity

Have We Reached Maximum Brexit Pessimism Yet?

Newspaper headlines might suggest there’s little reason to cheer for UK equity investors right now. However, Colin Morton, vice president and portfolio manager, Franklin UK Equity team, believes the current despondent sentiment that pervades the United Kingdom could present some interesting opportunities to pick up a bargain. Just don’t ask him about catalysts for improvement.

Why We’re Not Obsessing over the Brexit Effect
Equity

Why We’re Not Obsessing over the Brexit Effect

It’s approaching crunch time for Brexit. The resolution is far from clear, but Colin Morton, vice president and portfolio manager, Franklin UK Equity team, believes the time has come to start looking past the short-term effects of the United Kingdom’s divorce. He suggests investors should focus on factors that might influence their portfolios once the outcome has been decided.

What Might Be More Important than Brexit to UK Equities Is…
Equity

What Might Be More Important than Brexit to UK Equities Is…

“We think there are reasons to believe Brexit should represent just a blip on the country’s long-term economic prospects. Although it may feel like a major issue right now, Brexit likely won’t define the United Kingdom in 5-10 years.” - Colin Morton, UK Equity team.

UK Equity: What Dividends Can Tell Us About UK Economic Sentiment
Equity

UK Equity: What Dividends Can Tell Us About UK Economic Sentiment

“Special dividends may indicate that companies would rather return money to shareholders than expand. There could be a lack of investment opportunities and potential concerns around Brexit and future UK economic growth.” - Colin Morton, portfolio manager, UK Equity team

Let’s Not Get Complacent About Brexit Just Yet
Equity

Let’s Not Get Complacent About Brexit Just Yet

We think it’s unlikely that the situation today is representative of what will happen as the progress towards the United Kingdom’s eventual exit from the EU unfolds.