Quick Thoughts: China’s New Regulatory Cycle
Chief Market Strategist, Stephen Dover, discusses China’s aspirations to increase economic growth while also providing social fairness and stability.
Quick Thoughts: Are You Pricing in Water Risk?
Franklin Templeton Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this.
Quick Thoughts: New Realities in Emerging Markets
This post discusses EM disruption, transformation, and digitalization themes, and why there may be a multitude of potential innovation investment opportunities in EM markets today and in the years ahead.
Quick Thoughts: A Very Hot Housing Market Globally
Chief Market Strategist and Head of Franklin Templeton Investment Institute, Stephen Dover, discusses how the pandemic may have globally fueled inflation in housing and the supply chains that build them.
Quick Thoughts: Blockchain Innovates and Disrupts
Blockchain has the potential to launch a new global digital renaissance, transforming financial services, supply chains, healthcare, backend offices, and more. As active investors, we continue to evaluate its risks and opportunities.
Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
Chief Market Strategist Stephen Dover believes environmentally aware investing will likely substantially increase and fossil-fuel companies will likely lose. He says the wise investor will look at how infrastructure is changing.
A Year of Lingering Uncertainty, but Ample Global Opportunities
Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities
This post discusses reshoring supply chains, evolving office space and housing needs, our changing consumption preferences, and active investment opportunities.