Beyond Bulls & Bears

Will Italy still have ECB support in wake of elections?
Fixed Income

Will Italy still have ECB support in wake of elections?

Our Head of European Fixed Income, David Zahn, weighs in on the potential market implications of the outcome of the recent Italian elections.

Liz Truss to be new British prime minister
Fixed Income

Liz Truss to be new British prime minister

David Zahn, Franklin Templeton's Head of European Fixed Income, offers some initial thoughts on the market implications of the election of new UK Prime Minister Liz Truss. 

Boris Johnson resigns: What’s next for markets?
Fixed Income

Boris Johnson resigns: What’s next for markets?

Our Head of European Fixed Income, David Zahn, weighs in on the market implications of the resignation of UK Prime Minister Boris Johnson.

ECB jumps on the bandwagon to start hiking rates
Fixed Income

ECB jumps on the bandwagon to start hiking rates

The European Central Bank held its June meeting this past week, and while it didn’t raise interest rates this time, it signaled rate hikes would begin in July. David Zahn, our Head of European Fixed Income, offers his take on the meeting, noting the central bank has turned more hawkish than many expected.

Quick Thoughts: On Central Banks and Volatility
Perspectives

Quick Thoughts: On Central Banks and Volatility

Thoughts on recent global market volatility and potential central bank actions from our EMEA Investment Strategist, Kim Catechis, Franklin Templeton Fixed Income’s David Zahn, and Martin Currie’s Zehrid Osmani.

Greener Post-Election Germany Likely, but Limited Fixed Income Impact
Fixed Income

Greener Post-Election Germany Likely, but Limited Fixed Income Impact

The German election resulted in change in party leadership, but market impact should be limited, according to David Zahn, our Head of European Fixed Income. He shares an overview of the election implications.

On Central Bank Tapering and European Fixed Income
Fixed Income

On Central Bank Tapering and European Fixed Income

As markets try to look past the COVID-19 pandemic, the question of when central bank support will be withdrawn is a critical one. David Zahn, our Head of European Fixed Income, discusses the implications of potential tapering of asset purchase programmes, and what it means for fixed income investors.

European Fixed Income Finds Central Bank Support
Fixed Income

European Fixed Income Finds Central Bank Support

As Europe’s economy continues to recover from COVID-19, it appears the central bank will remain accommodative, but for how long? Our Head of European Fixed Income David Zahn shares his views.

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation
Alternatives

Getting Ready for EU SFDR: Impact of Sustainable Finance Disclosure Regulation

We recently assembled a panel to discuss the European Union’s Sustainable Finance Disclosure Regulation, which represents part of a plan to reorient capital towards a more sustainable economy, to mainstream sustainability into risk management, and foster transparency. Here, we share highlights from the panel.

Coming Out of COVID-19: A Look at Interest Rates and Inflation in Europe
Fixed Income

Coming Out of COVID-19: A Look at Interest Rates and Inflation in Europe

There is hope that economies will see a more sustainable and robust recovery this year, given unprecedented levels of monetary and fiscal stimulus and as more individuals are vaccinated against COVID-19. But one question for investors is what happens next—will inflation and higher interest rates be a consequence? Our Head of European Fixed Income David Zahn shares his views.

European Fixed Income in 2021: Focused on Recovery, and Politics
Fixed Income

European Fixed Income in 2021: Focused on Recovery, and Politics

While the calendar has turned to a new year, many of the same uncertainties of 2020 still linger—namely the COVID-19 pandemic. However, David Zahn, our Head of European Fixed Income, sees reasons to be optimistic the picture will look brighter for Europe by year-end, and is poised to take advantage of potential opportunities that arise.

Brexit Deal Finally Struck as 2020 Comes to a Close
Fixed Income

Brexit Deal Finally Struck as 2020 Comes to a Close

The United Kingdom and European Union finally put Brexit to bed, striking a deal in the final days of 2020. While the deal may not be perfect for either side, David Zahn, our Head of European Fixed Income, says the markets welcomed the removal of uncertainty.