Beyond Bulls & Bears

Thinking Holistically About ESG
Equity

Thinking Holistically About ESG

In this excerpt from our latest “Global Investment Outlook,” Franklin Equity Group Portfolio Manager Serena Perin Vinton discusses how her team thinks about environmental, social and governance (ESG) investing and the opportunities in investment-driven innovations levered to a more sustainable environment.

Meet the Manager: Serena Perin Vinton
Equity

Meet the Manager: Serena Perin Vinton

(Jerry Palmieri) made me realize that in this business, experience does matter, and portfolio managers can become more seasoned and better investors over time by learning from that experience.

Looking Beyond the Babble over Bubbles

Looking Beyond the Babble over Bubbles

Longer term, we do not think an increase in interest rates would necessarily be a negative for equity markets, particularly because a return to normal rates would be regarded as a sign of the Fed's confidence in the strength of the US economy and its belief that the economy could stand on its own.