Beyond Bulls & Bears

Technology Investing: Volatility, Valuations and Opportunity
Equity

Technology Investing: Volatility, Valuations and Opportunity

Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.

Energy Markets in View
Equity

Energy Markets in View

Consumers were feeling the pinch of higher energy prices even before Russia invaded Ukraine. Energy prices have surged to multi-year or record highs amid the war, and many are wondering if they still have further to go. Here, Franklin Equity Group’s Frederick Fromm shares his latest views on investing in the sector.

Thinking Holistically About ESG
Equity

Thinking Holistically About ESG

In this excerpt from our latest “Global Investment Outlook,” Franklin Equity Group Portfolio Manager Serena Perin Vinton discusses how her team thinks about environmental, social and governance (ESG) investing and the opportunities in investment-driven innovations levered to a more sustainable environment.

An Update on US Growth and Post-Pandemic Equity Opportunities
Equity

An Update on US Growth and Post-Pandemic Equity Opportunities

Franklin Equity Group Portfolio Manager Grant Bowers discusses whether recent moderation in US growth will continue, and where he’s finding opportunities in equities today.

Tech Opportunities Abound Amid Economic Reopening
Equity

Tech Opportunities Abound Amid Economic Reopening

As more people are getting vaccinated and economic conditions return to normal, Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started. He still sees plenty of opportunities ahead in the technology sector, despite a recent falloff in investor interest in the first quarter.

Reasons We Remain Bullish on Gold
Equity

Reasons We Remain Bullish on Gold

While gold is valued for a variety of reasons, the uncertainty and economic fallout tied to the COVID-19 pandemic saw investment drive the price of the yellow metal to record highs in 2020. Equities related to the sector also saw solid investor interest, but as optimism around an economic recovery has grown, gold has lost some lustre thus far in 2021. Franklin Equity Group Portfolio Manager Steve Land discusses why gold demand could rebound from a weak start to the year, and where he sees potential opportunities for equity investors.

There’s Much More to Tech Investing than the US Market
Equity

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

Why the Future Still Means Fossil Fuels, for Now
Equity

Why the Future Still Means Fossil Fuels, for Now

Franklin Equity Group's Fred Fromm and Matt Adams explain why they think natural gas is likely to play a major role in the US transition to cleaner energy.

Why Digital Transformation Will Transcend This Pandemic
Equity

Why Digital Transformation Will Transcend This Pandemic

Franklin Equity Group’s Jonathan Curtis explains why he believes the pandemic marked the beginning of many companies’ digital journeys.

Monitoring Biotech’s Race for a Vaccine
Equity

Monitoring Biotech’s Race for a Vaccine

Franklin Equity Group's Evan McCulloch and Wendy Lam give their take on when a COVID-19 vaccine could be available for public use.

Outlook and Implications for the Upcoming US Election
Equity

Outlook and Implications for the Upcoming US Election

Franklin Equity Group Portfolio Manager Grant Bowers considers what potential election outcomes could mean for the US equity market. He also explains why he thinks investors should prepare for possible bouts of equity market volatility.

Three Ways to View the Gold Rally from an Equity Viewpoint
Equity

Three Ways to View the Gold Rally from an Equity Viewpoint

Despite reaching all-time highs above US$2,000 per troy ounce this summer, gold prices might still have room to run, according to Franklin Equity Group’s Steve Land. In addition, he shares some reasons why the current environment could present new opportunities for gold-focused miners to redefine themselves as stronger businesses.