Beyond Bulls & Bears

Liz Truss to be new British prime minister
Fixed Income

Liz Truss to be new British prime minister

David Zahn, Franklin Templeton's Head of European Fixed Income, offers some initial thoughts on the market implications of the election of new UK Prime Minister Liz Truss. 

Brexit: How Quickly May the Surprise Wear Off?
Equity

Brexit: How Quickly May the Surprise Wear Off?

Our view is it’s important to focus on the fundamentals of individual companies. We think it’s a stock-picker’s market, and there may be some attractive value opportunities opening up, although they may close rather rapidly.

The Post-Brexit Irrationality of Markets
Equity

The Post-Brexit Irrationality of Markets

Investors are now mulling over what this decision might mean for the UK economy and that of Europe as a whole. Without question, this decision creates uncertainty because there is no blueprint for a country to leave the EU.

Scouring Europe for Overlooked Value in Equities

Scouring Europe for Overlooked Value in Equities