Beyond Bulls & Bears

Quick Thoughts: The Opportunities in Innovation
Equity

Quick Thoughts: The Opportunities in Innovation

Our recent investing in innovation roundtable confirmed that investing in innovation requires intuitive and fundamental knowledge. Matt Moberg, Senior Vice President and Portfolio Manager for Franklin Equity Group, Aram Green, Portfolio Manager and Managing Director for ClearBridge Investments, and Chief Market Strategist and Head of Franklin Templeton Investment Institute discuss areas to find equity market inefficiencies.

Inflation: Dead, or Just Forgotten?

Inflation: Dead, or Just Forgotten?

We believe that widespread underestimation of future inflation, together with the prospective normalization in the relationship between long-term interest rates and nominal GDP growth, sets the stage for a significant correction in Treasury yields.

Demystifying—and Defeating—Deflation

Demystifying—and Defeating—Deflation

I have little doubt the European Central Bank and other central banks such as the Bank of Japan—which has committed ¥80 trillion a year to its QE program—will continue to try to do what they believe is needed to boost inflation.