Beyond Bulls & Bears

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Whilst the vaccine news means the picture looks much improved longer term, it will be 2021 before the majority see the benefits of them. In the meantime, COVID-19 figures remain bleak in Europe and the United States going into year-end.

US 2020 Election Investment Pulse: Neutral to Positive for Municipals
Fixed Income

US 2020 Election Investment Pulse: Neutral to Positive for Municipals

In coming years, US Congress and the Biden administration could implement spending programmes and tax reforms at the national level that trickle down into state and local government policies too. Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications for the municipal bond market, against a backdrop of COVID-19.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Last week was remarkable for global equity markets, as the potential for a successful COVID-19 vaccine to be available by spring 2021 drove stocks broadly higher.

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth
Fixed Income

On My Mind: Knowledge Drives Confidence, Confidence Drives Growth

The Franklin Templeton–Gallup Economics of Recovery Study has heralded some interesting results in regard to the attitudes and behaviour of Americans in response to the ongoing pandemic—and what developments could change both. Our Fixed Income CIO Sonal Desai shares her thoughts on the latest wave of survey findings, including the value of trusted advice in navigating financial and investment concerns.

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate
Alternatives

US 2020 Election Investment Pulse: Pandemic Reshaping Real Estate

The COVID-19 pandemic has impacted real estate in many ways, but the question for investors in the space is whether the changes it has instigated will be longer-lasting ones. Our Head of Equities Stephen Dover and David Gilbert, CEO and Chief Investment Officer of Clarion Partners, discuss real estate trends today and which areas look more promising than others.

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View
Perspectives

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Joe Biden’s US presidential election victory was confirmed over the weekend, yet the likelihood that Congress will be split—with Republicans in control of the Senate—has buoyed markets.

US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty
Equity

US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty

While the race for US president has not yet been decided, it does appear there is some certainty over the Congressional makeup, with a split maintained between Democrat and Republican majorities in the two chambers. Our Katie Klingensmith talks with our Head of Equities, Stephen Dover, and co-CIO of ClearBridge, Scott Glasser for their thoughts on why this might be a good thing for equities.

US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery
Perspectives

US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery

In our latest Election Pulse, our Head of Equities Stephen Dover is joined by Franklin Templeton Fixed Income CIO Sonal Desai and Gallup's Jonathan Rothwell to discuss survey findings on COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
Perspectives

US 2020 Election Investment Pulse: The Only Certainty is Uncertainty

With just one day until the 3 November US elections, our Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International's Gene Todd for a discussion about what they are keeping an eye on as investors. They explain why they think in times of uncertainty it’s so important to keep a long-term view, and why potential investment opportunities abound no matter who is in the White House.

On My Mind: Better Information Key to Vaccine “V-Day”
Fixed Income

On My Mind: Better Information Key to Vaccine “V-Day”

With a new wave of COVID-19 contagion triggering a new round of economic restrictions across a number of countries, hopes are more than ever focused on the quick release of a vaccine. But the latest pulse of our Franklin Templeton-Gallup Economics of Recovery Study reveals that better public information will be key for a vaccine to deliver a “V-Day” for the pandemic and the recovery. The latest poll also warns to watch out for rising prices. Franklin Templeton Fixed Income CIO Sonal Desai breaks down the latest results.

European Union Launches Social Bonds
Fixed Income

European Union Launches Social Bonds

The coronavirus pandemic has created many challenges for individuals, businesses and governments around the world. In Europe, there’s a new vehicle to help finance the economic recovery there—social bonds. David Zahn, our Head of European Fixed Income, discusses this exciting new bond issuance, earmarked for funding employment initiatives.