Beyond Bulls & Bears

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.

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

Implications of the Coronavirus for Natural Resource Investors
Equity

Implications of the Coronavirus for Natural Resource Investors

Despite the coronavirus outbreak’s near-term impact on commodity prices and natural resources stocks, Franklin Equity Group's Fred Fromm explains why he thinks the situation is likely to be manageable for most companies in the long run.

Taking a Long-Term View on Oil
Equity

Taking a Long-Term View on Oil

Franklin Equity Group’s Fred Fromm gives his take on global oil markets amid elevated tensions between the United States and Iran.

What’s Really Driving Oil Market Volatility?
Equity

What’s Really Driving Oil Market Volatility?

“At the moment, we think the market seems to be more focused on the weak global demand outlook for oil than a supply disruption after the recent tanker attacks.” – Fred Fromm

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.

Will 2018 Be a Record Year for US Dividend Increases?
Equity

Will 2018 Be a Record Year for US Dividend Increases?

Since the passage of US tax reforms last December, some US companies have chosen to reward investors by boosting dividends. Citing sectoral trends, investment leaders from Franklin Equity Group explain why they think that trend is likely to continue in select industries.

Is the Energy Sector Starting to Turn?
Equity

Is the Energy Sector Starting to Turn?

“Given the current lower-price environment, market volatility and future uncertainty, many investors have perceived oilfield services stocks as too risky. That, in turn, has led to more attractive valuations for these stocks that we believe could be creating attractive investment opportunities.” – Fred Fromm, Franklin Equity Group

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.

Summer Slump Strikes Oil Again

Summer Slump Strikes Oil Again

The timing and the amount of (Iranian) oil that will find its way into the market are still hotly debated, and this will determine whether the return of Iranian barrels will be orderly or become disruptive to global markets.

Are Lower Oil Prices Here to Stay?

Are Lower Oil Prices Here to Stay?

Energy market swings have tended to become more extreme, as investors with short-term horizons can overreact to news. As long-term investors in the energy sector, we have to be even more steadfast in our convictions and not be afraid to act in a contrarian manner.

Digging for Natural Resource Opportunities in 2014

Digging for Natural Resource Opportunities in 2014