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Responsible Investing in a Traditional Asset Class
State Budgets Hit a Bumpy COVID-19 Road—Analyzing Municipal Credit Pressures
Franklin Templeton municipal bond team provides an overview of its recent COVID-19 credit research, explaining why some states face mounting credit pressures from high fixed costs and shallow emergency reserves, whereas other states with more diversified economies and strong financial management should fare better post COVID-19.
Quick Thoughts: This Time Is Different
Stephen Dover gives his take on why Sir John Templeton might recognize today’s economic environment as another opportunity for active equity investors.
Quick Thoughts: Value vs. Growth? Yes, Both
Stephen Dover, gives his take on why value and growth investing are not different strategies. Recent events have made it even more important to improve standards of due diligence.
Investing in Innovation: Impact of the Coronavirus Crisis
Franklin Equity Group’s Matt Moberg explores equity investing in the wake of the coronavirus—with an eye on innovation. In our latest “Talking Markets” podcast, he shares his outlook for the tech and biotech sectors in light of recent market uncertainty.
Quick Thoughts: China’s Potential Continues
China was the first economy to institute COVID-19 lockdowns, and has been the first to gradually exit. While the economy is certainly not back to normal, our Head of Equities, Stephen Dover, still sees potential growth opportunities there for investors.
Getting Back to Normal
The COVID-19 pandemic has changed how global consumers learn, shop, travel and work, as well as how they fulfill entertainment and health care needs. Franklin Equity Group’s John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.
Building Credit-Ability: Additional Clarity on Fed ETF Buying
While there still isn’t complete clarity surrounding the Federal Reserve’s purchases of exchange-traded funds (ETFs), it did recently release a bit more information. David Mann, our Head of Capital Markets, Global ETFs, attempts to solve the mystery of which ETFs the Fed might be buying—and when.
To Rebalance or Not to Rebalance: How to Think about Truing up Asset Allocations in Times of Market Stress
Quick Thoughts: Oil Markets Are Lacking Energy
Our Head of Equities Stephen Dover gives his take on the recent single-day collapse in oil futures contracts, and what he thinks it means for oil prices, as well as producers and consumers.
The Fed and Fixed Income ETFs: The ETF Issuer Spread Widens Further
As the ravages of the coronavirus reverberated through the global economy in March and into April, the Federal Reserve announced a number of measures to help provide relief to financial markets—one being the purchase of exchange-traded funds (ETFs).
Taking a Long-Term View on Innovation
Natural Resources: Focusing on High-Quality Opportunities Amid Market Turmoil
As COVID-19 continues to spread, and governments take increasingly aggressive actions to contain the virus, the short-term outlook for the global economy and commodity demand has deteriorated significantly. In our view, the situation remains fluid, and it is difficult to predict the duration and ultimate impact of the virus.
Times of Turmoil and Trouble Keeping ETF Score
During these turbulent times, how does one track and value the performance of an exchange-traded fund? David Mann, Head of Capital Markets, Global Exchange-Traded Funds, opines on ways to “keep score.”
More Heavy Lifting from the Fed-While Congress Squabbles
The US Federal Reserve continues to use whatever tools it can to help combat economic fallout from the coronavirus. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income, calls its latest response “a whole new level” of stimulus.
The Impact of the ECB’s Coronavirus Rescue Fund and BoE Rate Cut on European Bonds
This week, both the European Central Bank and Bank of England took further measures to help contain the financial fallout from the coronavirus and alleviate pressure on strained public finances. Our David Zahn, Head of European Fixed Income, shares his views on what it means for European bonds.
ETF Trading and Volatility: It’s All Relative
When markets turn volatile, some question the role of exchange-traded funds (ETFs) in exacerbating market moves. David Mann, our Head of Capital Markets, Global ETFs, offers some perspective.
What’s Next for European Monetary Policy?
Getting Comfortable with ETF Liquidity
Many people put a lot of thought into the purchase of an asset—whether it’s a car, an investment vehicle or even a more mundane item—but might not think as much about what happens when they don’t want it anymore.
Closing the European Performance Gap
Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.
Opportunities on the African Continent – A Balancing Act
As emerging market investors, understanding cycles and developments in the region of Africa in relation to other earlier stage frontier and emerging markets provides context to the investment opportunities we’re presented with.
On My Mind: Oops! They QE’d Again
Taking a Long-Term View on Oil
Franklin Equity Group’s Fred Fromm gives his take on global oil markets amid elevated tensions between the United States and Iran. After a January 3 US airstrike killed Iranian General Qassem Soleimani, many investors have been asking us about the potential impact of the US-Iran conflict on oil markets.
Considering Broad Investment Implications of US/Iranian Tensions
Our senior investment leaders recently met to discuss rising US/Middle East tensions. Here, they share a few initial thoughts on the potential market implications.
SECURE Act Passage Heightens Retirement Security
A sweeping piece of legislation affecting how individuals save and invest for their retirement, known as the “SECURE Act,” has recently been signed into law. Our investment professionals talk about the implications of the Act, and how it can enhance the retirement security of millions of Americans.
Corporate Governance in Emerging Markets: Progress and Opportunity
There have been improvements in corporate governance in a number of emerging markets, but it remains a work in progress. In the second of this two-part series, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness explore the steps some regulators and companies in emerging economies have taken to improve corporate governance.
UK Election: Will Tory Victory Bring Investors Back to UK Equities?
As widely expected, the Conservative Party emerged victorious in the UK general election. Colin Morton anticipates UK equity markets will welcome the outcome, but cautions that some uncertainties remain. A Conservative victory in the UK general election would seem to be the easiest result for equity markets to digest.
Corporate Governance in Emerging Markets: Harnessing Winds of Change
Non-Transparent Active ETFs Get Regulatory Nod
The menu of types and styles of exchange-traded funds available to investors keeps growing. The Securities and Exchange Commission just approved four proposals for a new type of exchange traded fund: non-transparent, active ETFs. David Mann, our Head of Global ETF Capital Markets, explains the implications.