Beyond Bulls & Bears

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.

The Fourth Industrial Revolution Is Just Beginning
Equity

The Fourth Industrial Revolution Is Just Beginning

Franklin Equity Group’s Matt Moberg explains how the current pace of innovation is driving productivity gains—and accelerating economic growth.

Innovation Is Everywhere: Five Platforms for Growth
Equity

Innovation Is Everywhere: Five Platforms for Growth

Franklin Equity Group’s Matt Moberg explains how innovation can be found in any part of the economy and where his team is uncovering it for their portfolio.

COVID-19 Crisis Accelerates the Digital Transformation Trend
Equity

COVID-19 Crisis Accelerates the Digital Transformation Trend

Digital transformation was already underway prior to the COVID-19 pandemic, but the resulting economic crisis has caused an acceleration, according to Franklin Equity Group’s Jonathan Curtis. He shares where his team is looking for potential opportunities within technology during the current period and beyond.

Biotechnology Innovation During COVID-19
Equity

Biotechnology Innovation During COVID-19

Innovation has always been a key driver for the biotechnology industry. Even in the midst of the COVID-19 pandemic, we continue to see significant progress in the discovery and development of innovative drugs. Franklin Equity Group’s Evan McCulloch and Wendy Lam are excited about three areas of innovation within biotech that they believe will continue to create value in the long term.

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis
Equity

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest "Talking Markets" podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

Getting Back to Normal
Equity

Getting Back to Normal

The COVID-19 pandemic has changed how global consumers learn, shop, travel and work, as well as how they fulfil entertainment and health care needs. Franklin Equity Group’s John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

Taking a Long-Term View on Innovation
Equity

Taking a Long-Term View on Innovation

Read why our Matt Moberg thinks five innovation themes will play a part in the recovery from COVID-19.

US Equities: Taking the Long View Through Today’s Uncertainty
Equity

US Equities: Taking the Long View Through Today’s Uncertainty

While the US economy continues to suffer the wrath of the coronavirus, a recovery will eventually come. Franklin Equity Group’s Grant Bowers provides his latest update on the US equity market, and what he and his team have an eye on with a long-term investment view.

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil
Equity

Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil

Will commodity prices rebound once the coronavirus pandemic ends? Franklin Equity Group’s Fred Fromm gives his take.

PODCAST: Market Movements: Outlook and Valuations for US Equities
Equity

PODCAST: Market Movements: Outlook and Valuations for US Equities

Franklin Equity Group’s Evan McCulloch, Grant Bowers and Jonathan Curtis take an in-depth look at US equities following the latest market movements. They also share their outlooks for the technology and biotech sectors in particular.

What’s Driving Oil Market Volatility?
Equity

What’s Driving Oil Market Volatility?

“The oil prices we are seeing currently are uneconomical for almost all market participants, in our opinion.” – Fred Fromm, Franklin Equity Group