Beyond Bulls & Bears

On My Mind: Investment Strategies for a Booster-Shot Recovery
Fixed Income

On My Mind: Investment Strategies for a Booster-Shot Recovery

Our Fixed Income CIO Sonal Desai shares her investment views and strategies for the post-pandemic recovery. She explains why inflation looks likely to gain steam, and how the balance of fundamentals and valuations become especially crucial today when looking for attractive returns in fixed income. The Franklin Templeton-Gallup Economics of Recovery Study supports her bullish view for the global economy, and highlights how policymakers need to intensify their efforts to boost vaccine acceptance.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Global equities were stronger across the board last week. Improving sentiment around vaccination programmes, as well positive developments in Italian politics, were the focus in Europe, while in the United States, stimulus hopes boosted markets.

PODCAST: Capturing Income in the Current Market Environment
Multi-Asset

PODCAST: Capturing Income in the Current Market Environment

Ed Perks, chief investment officer with Franklin Templeton Investment Solutions, talks about the current market conditions and how they could impact multi-asset investment strategies that aim to capture income.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Last week was certainly an interesting one for markets as the GameStop/Reddit/Melvin saga dominated headlines and led to volatility and deleveraging. It was also a big week for corporate earnings, with a number of US heavyweights reporting.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

COVID-19 and the economic impact of prolonged lockdowns continues to be a driver for Europe’s markets. However, many market observers remain positive on economic outlook, particularly in the United States.

Why the Future Still Means Fossil Fuels, for Now
Equity

Why the Future Still Means Fossil Fuels, for Now

Franklin Equity Group's Fred Fromm and Matt Adams explain why they think natural gas is likely to play a major role in the US transition to cleaner energy.

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate
Equity

PODCAST: Anatomy of Recession: Reasons Recovery Could Accelerate

In our latest "Talking Markets" podcast, Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

Events in the United States have dominated headlines, with the “blue wave” Democratic Party Senate win putting a focus on further fiscal COVID-19 relief.

A Year of Lingering Uncertainty, but Ample Global Opportunities
Equity

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.

UK 2021 Equity Prospects Brighten
Equity

UK 2021 Equity Prospects Brighten

After grappling with the impacts of a global pandemic and the continued Brexit overhang in 2020, the Franklin UK Equity Team outlines how the removal of these uncertainties in the United Kingdom could bring brighter investment prospects in the year ahead.

Short-Term Uncertainties as COVID-19 Cases Spike
Multi-Asset

Short-Term Uncertainties as COVID-19 Cases Spike

As regional lockdowns loom in light of a renewed spike in coronavirus cases, the near-term outlook may be a bit bumpy, says Gene Podkaminer, Head of Research at Franklin Templeton Investment Solutions. He explores the potential market implications of renewed lockdowns and comments on how vaccine availability might affect a future economic recovery.

Notes from the Trading Desk—Europe
Equity

Notes from the Trading Desk—Europe

With a COVID-19 vaccine forthcoming, and many countries getting the situation under control in the meantime, many observers are optimistic about an economic rebound in Europe in 2021.