Templeton Emerging Markets Group - Beyond Bulls & Bears

Beyond Bulls & Bears

Perspectives

Uncharted Terrain: Today’s Global Market Drivers

Despite some uncertainties, economic improvements in developed and emerging markets have supported a positive mood across both equity and fixed income this year. However, with some risks on the horizon, many investors are wondering whether the tide may turn. Against this backdrop, Franklin Templeton’s senior investment leaders discuss where they see opportunities and risks ahead.

Christopher J. Molumphy, CFA | June 15, 2017

Equity

Counting the US Election Implications on the Global Markets

We don’t anticipate that the new US government will be against free trade; instead, we anticipate an emphasis on ensuring fair trade. The electorate’s rebellion against globalization is not about trade per se, but rather a reflection of the focus on income and job growth.

Stephen H. Dover, CFA | November 17, 2016

Fixed Income

Snapshot View: Fed Remains on Hold

If the United States is actually experiencing a 'new normal' where growth remains lower long term, then the Fed risks fueling real or asset-price inflation by being too lax with monetary policy going forward.

Michael Hasenstab, Ph.D. | September 21, 2016

The Implications of Easing

For now, we believe the most recent easing efforts of Japan and the ECB should offset concerns about the end of the Fed’s QE programs and that these efforts will continue to provide liquidity to the markets. But, we’ll be watching for any unwelcome aftershocks.

November 20, 2014

On-the-Ground Perspective in Thailand

For most Thais and Thailand-watchers (including us), military coups in the country have almost become a way of life.

June 16, 2014

The Winds of Market Change

September 10, 2012

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