Beyond Bulls & Bears

PODCAST: Mounting Variables Globally
Fixed Income

PODCAST: Mounting Variables Globally

Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine Global, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labour and inflation concerns will last more long term, what may be driving energy prices up, beyond just supply and demand, and views on the US dollar vs other currencies around the world.

High Yield Bonds in View: Energy
Fixed Income

High Yield Bonds in View: Energy

Much has changed since the oil-market collapse in the early pandemic days of 2020, when prices actually turned negative. Franklin Templeton Fixed Income Research Analyst/Portfolio Manager Bryant Dieffenbacher looks back at industry developments since then, and outlines opportunities he sees in the high-yield energy bond market today.

PODCAST: Emerging Divergences in Economies and Financial Markets
Multi-Asset

PODCAST: Emerging Divergences in Economies and Financial Markets

Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, looks at concerning factors in the United States, reasons for optimism in Europe, and early success in Asia managing the COVID-19 crisis.

Oil Prices Hit Four-Year High, but Will the Surge Continue?
Equity

Oil Prices Hit Four-Year High, but Will the Surge Continue?

For the first time in a long while, geopolitics has been driving oil prices higher in an already tight market. With oil prices recently hitting a four-year high, Fred Fromm, vice president and research analyst with Franklin Equity Group, shares his views on the oil-price surge and how he sees buoyant economic growth and investor concern about Middle-East risks once again reshaping the global energy industry.

Oil-Price Pessimism May Be Presenting Opportunities
Equity

Oil-Price Pessimism May Be Presenting Opportunities

Although investors’ overall sentiment toward commodities and natural resources equities improved in the latter half of the first quarter, they seemed to generally remain skeptical that commodity markets were on the mend. We see this scenario as potentially laying the groundwork for further gains going forward.

MENA Markets: More Than Just About Oil

MENA Markets: More Than Just About Oil

We believe emotion may have gripped the markets and driven prices lower…a recovery should be in the cards, and likely sooner rather than later.

A Year for Value?

A Year for Value?

While stocks are certainly vulnerable to near-term volatility, we think the asset class globally remains well positioned for long-term performance potential.

Northern Exposure: The Case for Canadian Equities

Northern Exposure: The Case for Canadian Equities

Déjà Vu All Over Again

Déjà Vu All Over Again

Shedding Light on Utilities

Shedding Light on Utilities