Beyond Bulls & Bears

Weighing UK Dividend Suspensions
Equity

Weighing UK Dividend Suspensions

More UK companies are likely to forgo dividends in the wake of the coronavirus pandemic, according to Franklin UK Equity Team's Colin Morton.

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One
Equity

Quick Thoughts: Pessimists May Miss the Up Market—Don’t Become One

In the midst of uncertainty, many investors act out of fear. As an alternative approach to responding to recent market turmoil, our Head of Equities Stephen Dover urges investors not to panic and consider the long-term view.

ETFs, Volatility and a 30-Year Initiation!
LibertyShares

ETFs, Volatility and a 30-Year Initiation!

Our Head of EMEA ETF Capital Markets Jason Xavier explains the role of exchange-traded funds in enabling price discovery during these volatile times.

Looking Ahead: Market Volatility and Preparing for Possible Outcomes
Multi-Asset

Looking Ahead: Market Volatility and Preparing for Possible Outcomes

Franklin Templeton Multi-Asset Solutions’ Gene Podkaminer and Wylie Tollette discuss the heightened market volatility following the spread of the coronavirus. Check out our latest “Talking Markets” podcast.

Quick Thoughts: The Other 99%
Equity

Quick Thoughts: The Other 99%

Thoughts on the stock market correction from our Head of Equities Stephen Dover and some reasons to consider jumping in—or reassessing your portfolio.

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

Separating Policy from Politics
Multi-Asset

Separating Policy from Politics

Our Gene Podkaminer and Wylie Tollette explain why they think campaign talk ahead of the 2020 US presidential election might not lead to major policy changes.

Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update
Multi-Asset

Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update

The spread of the coronavirus has created heightened market volatility in recent weeks, but the Franklin Templeton Multi-Asset Solutions team remains focused on long-term market fundamentals. Here, Ed Perks and Gene Podkaminer offer an update on how they are approaching the situation, and which countries appear more insulated to growth shocks.

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.

Closing the European Performance Gap
Equity

Closing the European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.

A Value Investor View of Market Dynamics and Potential Dislocations
Equity

A Value Investor View of Market Dynamics and Potential Dislocations

Equities saw strong 2019 performances across the globe, so the big question for investors is whether the bullish momentum can continue. Templeton Global Equity Group’s Alan Bartlett and Tony Docal provide a look at what drove the positive performances around the globe in late 2019, and how they are poised to take advantage of any potential dislocations in the year ahead.

Monitoring China’s Outbreak, and Other Potential Market Shocks
Fixed Income

Monitoring China’s Outbreak, and Other Potential Market Shocks

The Templeton Global Macro team takes a look at the implications of the coronavirus in China, and positioning for potential market shocks.