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Why UK Equities Now?
The United Kingdom is one that has seen a strong economic rebound, and its equity market has weathered the storm. But, with new uncertainties ahead—including the threat of inflation—is now a good time to invest in UK stocks?
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.
Bonds for Sale: The Fed Will Sell its ETF Stake
The US Federal Reserve (Fed) recently announced it would begin to sell down its ETF purchases made over the past year. David Mann, Franklin Templeton Head of Capital Markets, Global ETFs, revisits the topic with an eye to the future.
Tech Opportunities Abound Amid Economic Reopening
Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started.
Pent-Up Consumer Demand Fuels US Recovery
As the US recovery gains momentum, Franklin Equity Group’s Grant Bowers explains why pent-up consumer demand should present a fertile environment for stocks and highlights some opportunities he sees in the US equity market.
Muni Market View on The American Jobs Plan
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.
Reasons We Remain Bullish on Gold
Franklin Equity Group Portfolio Manager Steve Land discusses why gold demand could rebound from a weak start to the year, and where he sees potential opportunities for equity investors.
Volume and the Hybrid Nature of the ETF Vehicle
David Mann, Franklin Templeton Head of Global ETFs Capital Markets, says the importance of volume may depend on whether one wants to trade the ETF like a stock, or a fund.
A Tale of Two Recoveries
Biotech Innovations Remain at Forefront
Franklin Templeton authors offer an update on investment opportunities they see, and why they believe biotech companies will remain at the forefront through the pandemic period and beyond.
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.
Take the Time to Love ETF Liquidity
Is it time to give newer or smaller exchange-traded funds (ETFs) a look? David Mann, our Head of Global ETFs Capital Markets, makes the case as he opines on his favorite subject—liquidity.
Time for Social Security’s Shot in the Arm
Gail Buckner, Franklin Templeton personal retirement and financial planning strategist, shares her thoughts on how the pandemic has affected a key source of income for many elderly Americans—Social Security—and why it’s time to take action to shore up the program.
High Yield in View: Automobiles and Semiconductors
Come Together: Why Merger Arbitrage Strategies Deserve Renewed Attention
Franklin Mutual Series CIO Christian Correa explains why corporate mergers have slowed, and why he thinks merger arbitrage strategies are worth paying attention to as activity in this area picks up.
Coming Out of COVID-19: A Look at Interest Rates and Inflation in Europe
One question for investors is what happens next—will inflation and higher interest rates be a consequence? There is hope that economies will see a more sustainable and robust recovery this year.
Putting Inflation Concerns in Perspective
In this episode of Franklin Templeton’s “Talking Markets” podcast, they discuss interest rates, deficits, inflation concerns, commodity prices, rising US Treasury yields, and the global rollout of the COVID-19 vaccine.
There’s Much More to Tech Investing than the US Market
On My Mind: Investment Strategies for a Booster-Shot Recovery
Fixed Income CIO Sonal Desai shares her investment views and strategies for the post-pandemic recovery. She explains why inflation looks likely to gain steam, and how the balance of fundamentals and valuations become especially crucial today when looking for attractive returns in fixed income.
A Taxing Subject: Tax Implications for US Investors Under Biden
Changes in government inevitably bring new priorities and policies, one being the area of taxes. Fiduciary Trust International Managing Director Craig Richards examines possible tax implications for individuals under President Joe Biden’s new administration.
ETFs, Message Boards and Volatility
Internet message boards are lighting up and certain stocks have seen some unusually dramatic price moves. David Mann, our Head of Global Exchange Traded Funds (ETFs) Capital Markets, ponders whether ETFs could be subject to similar volatility.
Anatomy of Recession: Reasons Recovery Could Accelerate
Jeff Schulze, Investment Strategist at ClearBridge Investments, a Specialist Investment Manager of Franklin Templeton, discusses why ClearBridge’s exclusive Recession Risk Dashboard is flashing green—a strong signal for growth. Check out our latest “Talking Markets” podcast.
ETF 2021 Outlook: Watch Out for International Equity and Active ETFs
David Mann, our Head of Global Exchange-Traded Funds Capital Markets, offers his insights on ETF industry trends he sees taking shape.
Europe’s “Man on the Moon” Moment
Franklin Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi see reasons to be optimistic about the future. They outline positive long-term attributes many may be overlooking.
A Year of Lingering Uncertainty, but Ample Global Opportunities
ESG Will Define the Post-COVID Era
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.