Beyond Bulls & Bears

PODCAST: Factoring Inflation and Valuations into Stock-Picking Decisions
Equity

PODCAST: Factoring Inflation and Valuations into Stock-Picking Decisions

Our Chief Market Strategist Stephen Dover speaks with portfolio managers Matt Moberg from Franklin Equity Group and Aram Green from ClearBridge Investments on how they factor inflation and valuations into stock-picking decisions. They also cover the impacts private and special purpose acquisition companies are having on markets. And, why some innovative companies and technology that are changing our lives may not make great investments.

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. 

The Fourth Industrial Revolution Is Just Beginning
Equity

The Fourth Industrial Revolution Is Just Beginning

Franklin Equity Group’s Matt Moberg explains how the current pace of innovation is driving productivity gains—and accelerating economic growth.

Innovation Is Everywhere: Five Platforms for Growth
Equity

Innovation Is Everywhere: Five Platforms for Growth

Franklin Equity Group’s Matt Moberg explains how innovation can be found in any part of the economy and where his team is uncovering it for their portfolio.

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis
Equity

PODCAST: Investing in Innovation: Impact of the Coronavirus Crisis

Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest "Talking Markets" podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.

Taking a Long-Term View on Innovation
Equity

Taking a Long-Term View on Innovation

Read why our Matt Moberg thinks five innovation themes will play a part in the recovery from COVID-19.

Three Tenets for Investing in Innovation
Equity

Three Tenets for Investing in Innovation

“When we look across the global investment landscape, we see innovation accelerating at a faster pace than ever.” – Matt Moberg, Franklin Equity Group

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?
Equity

The Pace of Innovation and Disruption Is Advancing—What Does This Mean for Investors?

With so much new technology being adopted into our everyday lives, what will stand the test of time, and what will simply be a passing phase? Franklin Equity Group’s Matt Moberg argues active management is crucial to weeding out the life-shaping technologies from the hype.

Innovation Stretches Beyond Labels
Equity

Innovation Stretches Beyond Labels

“We broadly agree with the GICS reclassification and believe the new sector homes for many stocks better reflect their core business lines. However, we might suggest the GICS reform doesn’t go far enough. As long-term investors, we classify companies according to their ‘end-market’, or the need that is being met.” – Matthew Moberg, Franklin Equity Group

Why There’s Never Been a Better Time to Invest in Innovation
Equity

Why There’s Never Been a Better Time to Invest in Innovation

“Now, more than ever, we see innovation as the main driving force behind value creation in the global economy. As growth-oriented investors, we believe one must invest in innovation across industries to have the potential to outperform the market.” – Matthew Moberg, Franklin Equity Group

Addressing Always-Connected Technology
Equity

Addressing Always-Connected Technology

"We believe the transition to technology-on-demand will likely integrate technology even further in our day-to-day lives in the years ahead.” - Matt Moberg, Franklin Equity Group

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.