Beyond Bulls & Bears

PODCAST: Investing in innovation–impacts of market volatility and shocks
Equity

PODCAST: Investing in innovation–impacts of market volatility and shocks

Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in innovation during market volatility. We hear how business fundamentals and valuations look right now. Plus, from electric vehicles and renewable energy, to the metaverse, blockchain and more—a breakdown of which innovation themes have the most upside and challenges.

Quick Thoughts: Innovation Builds Deep Water Technology Waves
Perspectives

Quick Thoughts: Innovation Builds Deep Water Technology Waves

The next decade will see an urgent and widespread boom in investments in innovation across all economic sectors, according to Stephen Dover and Kim Catechis of the Franklin Templeton Investment Institute. They say this technology wave will be experienced in both private and public sectors, and in every facet of investment portfolios for years to come. Below are some of their thoughts from the Institute’s Deep Water Waves paper.

Quick Thoughts: New Realities in Emerging Markets
Emerging Markets

Quick Thoughts: New Realities in Emerging Markets

Emerging market (EM) economies are not what they used to be. Our Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses EM disruption, transformation, and digitalisation themes, and why he sees a multitude of potential innovation investment opportunities in EM markets today and in the years ahead.

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.

Quick Thoughts: The Opportunities in Innovation
Equity

Quick Thoughts: The Opportunities in Innovation

Our recent investing in innovation roundtable confirmed that investing in innovation requires intuitive and fundamental knowledge. Matt Moberg, Senior Vice President and Portfolio Manager for Franklin Equity Group, Aram Green, Portfolio Manager and Managing Director for ClearBridge Investments, and Chief Market Strategist and Head of Franklin Templeton Investment Institute discuss areas to find equity market inefficiencies.

Quick Thoughts: Blockchain Innovates and Disrupts
Alternatives

Quick Thoughts: Blockchain Innovates and Disrupts

Blockchain has the potential to launch a new global digital renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.

Biotech Innovations Remain at Forefront
Equity

Biotech Innovations Remain at Forefront

The first quarter of 2021 was challenging for investors in biotechnology, but Franklin Equity Group Portfolio Managers Evan McCulloch, Wendy Lam and Akiva Felt believe the second half of the year will likely bring welcome tailwinds for the industry. They offer an update on investment opportunities they see, and why they believe biotech companies will remain at the forefront through the pandemic period and beyond.

Secular Tailwinds Prevail Across Market Cycles
Equity

Secular Tailwinds Prevail Across Market Cycles

With global equities trading near record highs, many investors are questioning the potential for continued gains going forward. Franklin Equity Group's Matt Moberg believes we are still experiencing a rich backdrop to invest in innovation as many discrete advancements are becoming economically viable in the economy today.