Beyond Bulls & Bears

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus
Perspectives

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus

Dislocations resulting from the pandemic shine a light on environmental, social and governance (ESG) issues, which can be used as an additional tool to identify leading companies from the laggards, according to Franklin Templeton’s Global Head of ESG, Julie Moret.

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies
Equity

The Future for UK Dividends: Unprecedented Times Bring Shifting Dividend Policies

The coronavirus pandemic could shape how UK businesses think about dividends going forward, says Franklin Templeton UK Equity's Colin Morton. He shares his on-the-ground thoughts on the UK economy, and how it measures up against the last global economic shock.

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.

Will 2018 Be a Record Year for US Dividend Increases?
Equity

Will 2018 Be a Record Year for US Dividend Increases?

Since the passage of US tax reforms last December, some US companies have chosen to reward investors by boosting dividends. Citing sectoral trends, investment leaders from Franklin Equity Group explain why they think that trend is likely to continue in select industries.

Will 2018 be a Banner Year for US Bank Stocks?
Equity

Will 2018 be a Banner Year for US Bank Stocks?

“In our view, select large-capitalisation US banks are likely to benefit from a growing US economy, higher interest rates and a less-restrictive regulatory environment. As a result, we think they have room to increase dividends and stock buybacks as earnings improve and capital is freed up.” – Matt Quinlan, Franklin Equity Group

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

Speaking of Dividends

Speaking of Dividends