Beyond Bulls & Bears

An Opportune Time to Change Investors’ Perception of Investing in Europe
Equity

An Opportune Time to Change Investors’ Perception of Investing in Europe

“Gross domestic product growth in the euro area has quietly overtaken that of the United States so far this year. But the risks once associated with political uncertainty, populism and fears over the possible break-up of the European Union (EU) have not proven as potent as they initially appeared.” Robert Mazzuoli, portfolio manager, Franklin Local Asset Management

Is It Time to Consider European Sovereign Debt?
Fixed Income

Is It Time to Consider European Sovereign Debt?

"The divergence between bond yields of some eurozone countries should bring potential opportunities for investors willing to be flexible in the way they move in and out of areas where they don’t see value.” David Zahn, head of European Fixed Income, Franklin Templeton Fixed Income Group.

The Great Sector Rotation, and the Road Ahead for UK Equities
Equity

The Great Sector Rotation, and the Road Ahead for UK Equities

In the closing months of 2016, there were big changes in some of the financial metrics that feed into economic assumptions and indeed equity valuation assumptions, and we think that sets the tone for where we move into 2017.

UK Equity Outlook: Headwinds and Tailwinds
Equity

UK Equity Outlook: Headwinds and Tailwinds

We are hoping that some of the spill-over effects of the extraordinary monetary policy in place in economies across the world, coupled with the passing of time, will inject a little bit of pizzazz into the equity markets this coming year.