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Beyond Bulls & Bears - Perspective From Franklin Templeton Investments This website uses cookies. You can read about the cookies that we use here . By continuing to browse and not disabling these cookies you consent to our use of cookies. Close Beyond Bulls & Bears Beyond Bulls & Bears Beyond Bulls & Bears U.S. Edition Investment Adventures in Emerging Markets English 简体中文 Nederlands Français Italiano Deutsch Español polski Skip to content Home About Categories Alternatives Equity Fixed Income Multi-Asset Emerging Markets Perspectives Archive Authors Search Skip to content Toggle Navigation -- Beyond Bulls & Bears Home About Categories Alternatives Equity Fixed Income Multi-Asset Emerging Markets Perspectives Archive Authors Search Notes from the Trading Desk – Europe January 27, 2020 -- January 27, 2020 Global equities were in risk-off mode last week as caution rose over the spread of a deadly virus. The new coronavirus outbreak started in China, but cases have now been confirmed in many other countries. Market commentators were quick to reflect on the SARS epidemic from 2003 as evidence of the economic impact of a similarly deadly infection Leftist Party Win in Italy Regional Election Marks Comfort with Status Quo Fixed Income Leftist Party Win in Italy Regional Election Marks Comfort with Status Quo Italy’s regional election in Emilia Romagna resulted in a win for the centre-left coalition, a development that affirms the long period of leftist rule in one of Italy’s wealthiest regions. Our Head of European Fixed Income David Zahn weighs in on the market implications. David Zahn, CFA, FRM | January 27, 2020 -- January 27, 2020 Monitoring China’s Outbreak, and Other Potential Market Shocks Fixed Income Monitoring China’s Outbreak, and Other Potential Market Shocks The Templeton Global Macro team takes a look at the implications of the coronavirus in China, and positioning for potential market shocks. Michael Hasenstab, Ph.D. | January 24, 2020 -- January 24, 2020 On My Mind: Oops! They QE’d Again Fixed Income On My Mind: Oops! They QE’d Again The US Federal Reserve (Fed) has gone back to expanding its balance sheet. Some claim that quantitative easing (QE) is back; the Fed denies it. What we call it isn’t the point, says Sonal Desai, Franklin Templeton Fixed Income CIO—what matters are the implications of this “permanently loose” policy stance for asset prices, investment strategy and market volatility. Sonal Desai, Ph.D. | January 23, 2020 -- January 23, 2020 Global ETF Trends to Watch in 2020 LibertyShares Global ETF Trends to Watch in 2020 Investors’ appetite across the globe for exchange-traded funds (ETFs) was strong in 2019 and shows little sign of slowing, according to Jason Xavier, our Head of EMEA ETF Capital Markets. He shares some of the themes and trends he sees ahead in 2020. Jason Xavier | January 21, 2020 -- January 21, 2020 Notes From the Trading Desk – Europe Equity Notes From the Trading Desk – Europe Global equities were resilient last week amidst a few developing themes. US and European markets hit fresh all-time highs. Defensive stocks were among the week’s outperformers, while we saw further performance divergence between momentum and value in Europe. January 20, 2020 -- January 20, 2020 Allocation Views: Taking a Nimble Approach to 2020 Multi-Asset Allocation Views: Taking a Nimble Approach to 2020 Although easing US-China trade tensions have renewed investor optimism about global economic growth, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer still see some potential geopolitical headwinds on the horizon. In the latest edition of “Allocation Views,” they share their concerns and explain why they continue to believe navigating challenges in the year ahead will require nimble management. Edward D. Perks, CFA | January 17, 2020 -- January 17, 2020 ESG Study: How Institutional Investors Embrace Responsible Investing Perspectives ESG Study: How Institutional Investors Embrace Responsible Investing How do investors across the globe approach environmental, social and governance (ESG) issues? Check out our recent study. January 16, 2020 -- January 16, 2020 Taking a Long-Term View on Oil Equity 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. Fred Fromm | January 15, 2020 -- January 15, 2020 On My Mind: Will the US Economy Survive the Politics in 2020? Fixed Income On My Mind: Will the US Economy Survive the Politics in 2020? The many gloomy predictions for 2019 did not come to pass, but can we be more optimistic for 2020? Franklin Templeton Fixed Income CIO Sonal Desai draws the key lessons from last year and outlines what she expects for the year ahead and her main concerns, with political uncertainty top of the list. Sonal Desai, Ph.D. | January 14, 2020 -- January 14, 2020 Considering Broad Investment Implications of US/Iranian Tensions Multi-Asset Considering Broad Investment Implications of US/Iranian Tensions Our senior investment leaders recently met to discuss rising US/Middle East tensions. They share a few initial thoughts on the potential market implications. Edward D. Perks, CFA | January 07, 2020 -- January 07, 2020 Why Digital Transformation Should Remain Resilient in 2020 Equity Why Digital Transformation Should Remain Resilient in 2020 “In our view, select companies enabling digital transformation are likely to outperform competitors in the years ahead.” – Jonathan Curtis, Franklin Equity Group Jonathan Curtis | January 06, 2020 -- January 06, 2020 Posts navigation Older posts Important Legal Information Links can take you to third-party sites/media, directly or through new browser windows. 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