Beyond Bulls & Bears

Quick Thoughts: China’s New Regulatory Cycle
Emerging Markets

Quick Thoughts: China’s New Regulatory Cycle

China is in the midst of a tightening regulatory cycle which has led to some investor uncertainty and heightened market volatility. Our Chief Market Strategist, Stephen Dover, discusses China’s aspirations to increase economic growth while also providing social fairness and stability.

Quick Thoughts: New Realities in Emerging Markets
Emerging Markets

Quick Thoughts: New Realities in Emerging Markets

Emerging market (EM) economies are not what they used to be. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses EM disruption, transformation, and digitalisation themes, and why he sees a multitude of potential innovation investment opportunities in EM markets today and in the years ahead.

Asia at the Forefront: The World’s Uneven Emergence from COVID-19
Fixed Income

Asia at the Forefront: The World’s Uneven Emergence from COVID-19

There is significant variation in how countries have handled the pandemic, managed fiscal and monetary policy, and supported their economies, according to Templeton Global Macro. While the euro area and the US contend with deepening fiscal deficits and excessive monetary accommodation, areas of Asia are in stronger fiscal shape, with greater growth potential, robust trade dynamics and current account surpluses.

Global 2021 ETF Trends to Watch: ESG, Fixed Income and Emerging Markets
LibertyShares

Global 2021 ETF Trends to Watch: ESG, Fixed Income and Emerging Markets

Last year clearly brought many challenges and changes in the way we work and live—and created much market uncertainty. While the first few months of 2021 haven’t seen the clouds of COVID-19 clear, there are reasons to think a return to some normalcy is near, says Jason Xavier, our Head of EMEA Exchange-Traded Funds (ETF) Capital Markets. He shares some of the themes and trends he sees ahead in 2021 for ETF investors.

PODCAST: Risk Assets and the Reshaping of the Economy
Multi-Asset

PODCAST: Risk Assets and the Reshaping of the Economy

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near term.

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
Fixed Income

PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis

The coronavirus crisis has brought a number of uncertainties, including what will happen in the aftermath. Will economic growth quickly rebound? Will there be lasting societal changes? In our latest “Talking Markets” podcast, Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro, offers his take—and some considerations for investors.

Monitoring China’s Outbreak, and Other Potential Market Shocks
Fixed Income

Monitoring China’s Outbreak, and Other Potential Market Shocks

The Templeton Global Macro team takes a look at the implications of the coronavirus in China, and positioning for potential market shocks.

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020
Multi-Asset

Global Investment Outlook PODCAST: Coping with a Changing Market Landscape in 2020

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested. In our latest “Talking Markets” podcast, Franklin Templeton Fixed Income Group CIO Sonal Desai, Franklin Templeton Multi-Asset Solutions CIO Ed Perks and our Head of Equities Stephen Dover share their outlook.

Allocation Views: 2020 Appears Tilted to the Downside
Multi-Asset

Allocation Views: 2020 Appears Tilted to the Downside

While US-China trade tensions and other concerns prompt a cautionary stance when it comes to risk assets, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer nonetheless remain positive about the US equity market in the year ahead, citing a number of long-term growth drivers that still remain in place. In the latest edition of “Allocation Views,” they share their 2020 outlook.

Food Security Through an ESG Lens
Fixed Income

Food Security Through an ESG Lens

“Given the already tight supply and demand balance and the expectation for further demand growth, the prices for meat-based proteins in general and pork are expected to continue to increase.” - S. James McGiveran III, Research Analyst, Franklin Templeton Fixed Income Group.

US/China Trade Tensions Are Testing Investors’ Nerves
Equity

US/China Trade Tensions Are Testing Investors’ Nerves

The war of words between the Trump administration and China threatens to break out into a full-scale trade war. Franklin Templeton Head of Equities, Stephen Dover, considers the reaction of global investors and puts the current US stock market environment into perspective. And he considers some other issues that are contributing to markets’ cautious sentiment.

Analysing Market Volatility from Escalating Trade Tensions
Equity

Analysing Market Volatility from Escalating Trade Tensions

As one might imagine in light of recent news, trade was a big topic of discussion at Franklin Templeton’s 2019 Global Investor Forum in San Francisco this week. Our panelists addressed how the uncertainty is impacting the markets today—particularly emerging markets.