Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Energy prices continue to be a focus for the markets. European gas prices have edged back towards their year-to-date highs. In addition, relatively low water levels in the Rhine are not helping sentiment and could continue to dampen German economic growth.

Quick Thoughts: Energy Prices—Over the Barrel
Equity

Quick Thoughts: Energy Prices—Over the Barrel

Head of Franklin Templeton Investment Institute, Stephen Dover, hosted a special webinar to discuss rising oil prices and the fundamentals that would impact them in the future. Here are the key takeaways from his conversation with Frederick Fromm, Portfolio Manager and Energy Sector Research Analyst for Franklin Equity Group.

Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?
Equity

Is the Energy Price Surge “Transitory” or a Longer-Lasting Trend?

Energy prices have surged to multi-year highs amid the global economic recovery from COVID-19, contributing to larger-than-anticipated jumps in measures of headline inflation. While some policymakers had suggested inflationary forces would prove “transitory,” today many are questioning that thesis. Franklin Equity Group Portfolio Manager Frederick Fromm outlines what has been impacting energy prices, whether he sees the recent price rise as sustainable, and where he is finding investment opportunities within the sector.