Commentary

Brexit Deal Finally Struck as 2020 Comes to a Close

The United Kingdom and European Union finally put Brexit to bed, striking a deal in the final days of 2020. While the deal may not be perfect for either side, David Zahn, our Head of European Fixed Income, says the markets welcomed the removal of uncertainty.

Commentary

Preparing the Post-Pandemic Playbook

Ongoing uncertainty around the COVID-19 pandemic has strengthened headwinds to global growth, says Franklin Templeton Investment Solutions CIO Ed Perks. In his 2021 investment outlook, he says nimble and diversified positioning is key to effective investment strategies.

Commentary

A Year of Lingering Uncertainty, but Ample Global Opportunities

Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval.

Commentary

US 2020 Election Investment Pulse: Resilience and Vulnerability in Emerging Markets

The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.

Commentary

Investors Turn Cautious in September after a Strong Start to the Quarter

Emerging markets have had different approaches to coping with COVID-19 and are at different stages of recovery. Our emerging markets equity team examines trends, news and data shaping emerging markets in the third quarter, and shares its latest outlook.

White Paper

Investing in Innovation

The pace of innovation is accelerating. See why Matt Moberg, PM of Franklin DynaTech Fund, thinks the fourth industrial revolution is just beginning.

Commentary

COVID-19: A Positive Tipping Point for Some Brazilian Banks?

The coronavirus pandemic is hurting Brazilian banks in the near term, but is the outlook entirely grim? Franklin Templeton Emerging Markets Equity’s Gustavo Stenzel explains why certain banks could emerge from the outbreak stronger relative to a new pack of financial technology competitors.v

Commentary

The Fed’s Final Frontier—Negative Rates or Yield Curve Control?

Given fears of a COVID-19 resurgence and US election uncertainties looming, many investors are wondering what comes next for policymakers in terms of supporting the economy. Our Fixed Income CIO Sonal Desai weighs in on the possibility of negative US interest rates or other measures.

White Paper

Navigating Uncertain Waters: Preparing for a Post-Pandemic World

Dr. Michael Hasenstab and team examine the economic implications of the global pandemic, then look ahead to reopened economies and a post-virus world.

White Paper

The Path to Recovery: What's Next?

The coronavirus has dealt a severe and unexpected shock to people - and markets - worldwide. Our senior investment leaders examine where we go from here, outlining how they see a recovery taking shape once the crisis passes.