Beyond Bulls & Bears

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.

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.

Two Reasons US Equities May Keep Climbing into 2020
Perspectives

Two Reasons US Equities May Keep Climbing into 2020

"When we look at the data and what’s going on in the market, we believe this late-cycle period can last much longer than people expect." – Grant Bowers, Franklin Equity Group

US Market Volatility and Sleepless Summertime Nights
Equity

US Market Volatility and Sleepless Summertime Nights

“In our view, the biggest growth driver for both the US and global economy is the digital transformation that is taking place at all levels—individual, enterprise and government.” – Grant Bowers, Franklin Equity Group

US Equity Market: Are Things as Good as They’ll Get?
Equity

US Equity Market: Are Things as Good as They’ll Get?

The US equity market's ascent paused in October as investors digested rising rates, slowing global growth and the persistent question: “Are things as good as they’ll get?” As many observers expect further turbulence ahead, Franklin Equity Group’s Grant Bowers shares his view on US equities, the economy, and how to stay focused on long-term investing in a volatile market.

Why We Think the US Equity Bull Market Could Keep Running into 2019
Equity

Why We Think the US Equity Bull Market Could Keep Running into 2019

Now that the US equity bull market has officially hit the history books as the longest on record, some observers are concerned it could soon stumble. Grant Bowers, vice president and portfolio manager, Franklin Equity Group, outlines why he thinks it could keep running into 2019.

2017 US Growth Investing Outlook
Equity

2017 US Growth Investing Outlook

Information technology and health care will likely continue to be areas of focus for us in both 2017 and beyond. Innovation and a changing landscape are creating compelling opportunities for investment, in our view. We see technology spending and investment as being much less discretionary than one might think, giving tech a resiliency factor not typically associated with the sector.

Volatility Is Not an Indicator of US Recession
Equity

Volatility Is Not an Indicator of US Recession

I believe when we look back through the rear-view mirror later this year, we will see this period as a growth pause in a long expansionary cycle.

Connecting with the “Internet of Things”

Connecting with the “Internet of Things”

We now see a trend where smart devices can connect to one another and share data, allowing them to perform new and exciting tasks. We believe the explosion of such connected devices will significantly change the way individuals and businesses operate on a daily basis.

Two Pillars Support US Growth: Consumers and Corporates

Two Pillars Support US Growth: Consumers and Corporates

While we believe the current strength in the dollar will likely persist going forward, we don’t see it as a meaningful detractor from earnings growth for many companies over the long term.

2015 Investment Outlook: US Economy May Be Poised for Further Growth

2015 Investment Outlook: US Economy May Be Poised for Further Growth

We believe we are on the cusp of many new products that will change our lives and how we communicate with one another in ways that are difficult to imagine today.

Are US Stocks Reacting Rationally?

Are US Stocks Reacting Rationally?

Even with valuations increasing, we believe many of the same factors that drove the market higher in the last few years appear to remain in place. In particular, we think low inflation and accommodative monetary policy around the globe, combined with improving economic data and corporate profits in the United States, could be supportive of continued market growth in the years ahead.