State and Local Governments Get Shot of Stimulus
Another round of stimulus totaling $1.9 trillion is making its way through the US economy, with hopes it will trigger a sharp rebound from the ravages of COVID-19.
Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
The American Jobs Plan is not only the biggest traditional infrastructure proposal in over 50 years, but if approved, it will also fund significant investments in human and environmental infrastructure.
Secular Tailwinds Prevail Across Market Cycles
With global equities trading near record highs, many investors are questioning the potential for continued gains going forward.
K2 Advisors Second Quarter Hedge-Fund Strategy Outlook
With a broad-based economic reopening coming closer into focus, investors are planning for the next stage in the cycle.
Take the Time to Love ETF Liquidity
Is it time to give newer or smaller exchange-traded funds (ETFs) a look?
Time for Social Security’s Shot in the Arm
The COVID-19 pandemic has been devastating for individuals and economies around the world.
Quick Thoughts: Be an Ally to Women Entrepreneurs and Herstory
Entrepreneurial women’s lack of access to venture capital (VC) is one of the oldest stories in the world. How do we change herstory and empower women entrepreneurs and founders?
Single-Country Allocation: Viewing the Opportunity Through Three Lenses
The case for disaggregating international exposure by allocating to single countries remains strong, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds.
High Yield in View: Automobiles and Semiconductors
COVID-19 caused ripple effects throughout many industries and sectors, including automobiles.
Asia at the Forefront: The World’s Uneven Emergence from COVID-19
There is significant variation in how countries have handled the pandemic, managed fiscal and monetary policy, and supported their economies, according to Templeton Global Macro.
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.
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.
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.
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.
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.