Beyond Bulls & Bears

Presidential Election Complicates US Market Outlook
Perspectives

Presidential Election Complicates US Market Outlook

The global market outlook is already hazy in light of the COVID-19 pandemic, and the upcoming US presidential election adds another layer of uncertainty. In this excerpt from our Midyear Global Investment Outlook, Sonal Desai, Stephen Dover, Michael Hasenstab and Ed Perks offer their views of today’s investment landscape, including the upcoming US elections and economic outlook.

PODCAST: Risk Assets and the Reshaping of the Economy
Multi-Asset

PODCAST: Risk Assets and the Reshaping of the Economy

Franklin Templeton Multi-Asset Solutions' Gene Podkaminer and Wylie Tollette put market activity in perspective amidst a pandemic and social unrest. They also detail why they believe risk assets are most favorable near term.

PODCAST: What’s Next for Markets as Lockdowns Lift: A Multi-Asset View
Multi-Asset

PODCAST: What’s Next for Markets as Lockdowns Lift: A Multi-Asset View

With markets starting to make a comeback, our Multi-Asset Solutions CIO Ed Perks looks ahead to second half of the year, including the implications of  the US economy opening up, the ongoing impact of the massive monetary and fiscal response, and the risk for a wave of downgrades and defaults.

PODCAST Preparing for a Recession: What’s Different from the Global Financial Crisis
Perspectives

PODCAST Preparing for a Recession: What’s Different from the Global Financial Crisis

Uncertainty is gripping global markets as a result of the COVID-19 virus and oil price war. Stephen Dover, our Head of Equities and Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, discuss navigating these market shocks.

Multi-Asset Implications of the Coronavirus Outbreak
Multi-Asset

Multi-Asset Implications of the Coronavirus Outbreak

The coronavirus outbreak that started in China could certainly be considered an unexpected market shock, one which looks to remain a concern for a while longer. Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer offer an update on the latest developments in the spread of the coronavirus, its implications for global markets, and outline how they approach unexpected shocks like this one and others.

Allocation Views: Taking a Nimble Approach to 2020
Multi-Asset

Allocation Views: Taking a Nimble Approach to 2020

Although easing US-China trade tensions have renewed investor optimism about global economic growth, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer still see some potential geopolitical headwinds on the horizon. In the latest edition of “Allocation Views,” they share their concerns and explain why they continue to believe navigating challenges in the year ahead will require nimble management.

Considering Broad Investment Implications of US/Iranian Tensions
Multi-Asset

Considering Broad Investment Implications of US/Iranian Tensions

Our senior investment leaders recently met to discuss rising US/Middle East tensions. They share a few initial thoughts on the potential market implications.

Allocation Views: 2020 Appears Tilted to the Downside
Multi-Asset

Allocation Views: 2020 Appears Tilted to the Downside

While US-China trade tensions and other concerns prompt a cautionary stance when it comes to risk assets, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer nonetheless remain positive about the US equity market in the year ahead, citing a number of long-term growth drivers that still remain in place. In the latest edition of “Allocation Views,” they share their 2020 outlook.

Keeping One’s Options Open: The Case for Global Convertibles
Equity

Keeping One’s Options Open: The Case for Global Convertibles

When the outlook is uncertain, it can be good to keep one’s options open. Alan Muschott, vice president and portfolio manager, Franklin Equity Group, says convertible securities’ ability to adapt to myriad market conditions makes them an attractive vehicle as we head into the uncertainties of the year ahead. He outlines why companies issue convertible securities—and why many investors find them an attractive addition to their portfolios.

The Market Implications of US Tax Reform a Bit Unclear
Multi-Asset

The Market Implications of US Tax Reform a Bit Unclear

"Some market observers have expressed optimism that US tax reform will prove bullish for stocks—and the economy overall—but the reality is that there will be some winners and losers and we don’t ultimately know what the magnitude of the impact will be.” -Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

Exporting the “Bacon Genie” and Other Reasons to Be Bullish

The global economy is at a crossroad of sorts, facing a paradigm shift that is necessary for sustainable growth in the future. In our view, modifications in policy and consumer behavior will be requisite in both developed and emerging nations.

Storm Watchers and the Search for Income
Alternatives

Storm Watchers and the Search for Income

It is significant that the effect of both a strengthening dollar and falling commodity prices might be expected to be felt particularly keenly in emerging market economies.