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On My Mind: Saving for Sunnier Days
Three Ways to View the Gold Rally from an Equity Viewpoint
Despite reaching all-time highs above $2,000 per troy ounce this summer, gold prices might still have room to run, according to Franklin Equity Group’s Steve Land. In addition, he shares some reasons why the current environment could present new opportunities for gold-focused miners to redefine themselves as stronger businesses.
Innovation Is Everywhere: Five Platforms for Growth
There are five evolving growth themes that could generate considerable economic value over the next five to 10 years, according to Franklin Equity Group’s Matt Moberg
Emerging Markets Outpace Developed Markets in July
Active Investors Wake Up Before a Revolution
Franklin Templeton Head of Equities, Stephen Dover opines on how underlying fundamental disruptions in our economy can present opportunities for active investors.
COVID-19 Crisis Accelerates the Digital Transformation Trend
Digital transformation was already underway prior to the COVID-19 pandemic, but the resulting economic crisis has caused an acceleration, according to Franklin Equity Group’s Jonathan Curtis. He shares where his team is looking for potential opportunities within technology during the current period and beyond.
EU’s €750 Billion Rescue Plan a Strong Affirmation of European Integration
After much debate, the ink is now dry on Europe’s €750 billion coronavirus fiscal rescue package, initially proposed in May.
Quick Thoughts: Wall Street and Main Street Disconnect
Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.
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.