Beyond Bulls & Bears

There’s Much More to Tech Investing than the US Market
Equity

There’s Much More to Tech Investing than the US Market

Although US technology equities tend to dominate the conversation about technology investing, Franklin Equity Group’s John Remmert and Don Huber believe there are many innovative international technology companies that tend to get overlooked.

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.

Rising Rates and the Rebirth of Global Stockpicking

Rising Rates and the Rebirth of Global Stockpicking

Once the efforts of various central banks start to bear fruit and the global economy becomes healthier, we expect to see a potential reduction in the pursuit of unconventional monetary policies. That should enable equity markets to return to what we view as a more rational level of behavior.