The Birth of Global Tech Continues
From cloud computing and automation to self-driving cars, technology continues to be one of the world’s hottest sectors. Our Chief Market Strategist Stephen Dover and Portfolio Managers Donald Huber and John Remmert believe active investing in technology and innovation is a global story, and government support and spending in next-generation technologies is likely a long-term positive.
Our Chief Market Strategist Stephen Dover believes cryptocurrency (crypto) is evolving into its next cycle of innovation. As an integral foundation for an alternative financial and internet ecosystem, crypto’s disruptions, opportunities, risks, and long-term implications are worth watching.
Global Equities: Four Things We Are Watching in 2021
Stephen Dover, our Chief Market Strategist and Head of Franklin Templeton Investment Institute, shares four investment themes he’s thinking about as the world recovers from the COVID-19 pandemic.
On Georgia Elections: Stimulus for Individuals and Infrastructure
The US state of Georgia held January runoff elections that determined two Democrats as their US senators, giving the Democratic Party control of the legislative and executive branches through 2022.
US 2020 Election Investment Pulse: Time for Strategy Rotation
Global equity markets rallied on Monday after major networks declared Joe Biden the winner of the US presidential election, and early analysis of a COVID-19 vaccine from a large US drugmaker showed promising results.
US 2020 Election Investment Pulse: How Shifting Attitudes Impact Recovery
In our latest Election Pulse, our Head of Equities Stephen Dover is joined by Franklin Templeton Fixed Income CIO Sonal Desai and Gallup’s Jonathan Rothwell to discuss survey findings on COVID-19 and its impact on the consumer. They discuss attitudes about vaccines, mask-wearing, and where they think the research may lead them post-election.
US 2020 Election Investment Pulse: The Only Certainty is Uncertainty
Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International’s Gene Todd for a discussion about what they are keeping an eye on as investors.
US Elections, Global Stimulus, and 2021 Growth
Our Head of Equities, Stephen Dover, and Western Asset’s CIO, Ken Leech, believe global stimulus and the likely longer availability of zero or negative interest rates will support the path to growth in 2021. And China will continue its growth path to becoming a bigger part of the global financial community.
2020 US Elections and Personal Tax Considerations
Our Head of Equities, Stephen Dover, and Fiduciary Trust International Managing Director, Craig Richards, consider the US elections’ possible impacts to personal taxes. Both a “blue wave” or another Republican administration may encourage taxpayers and investors to start their 2021 tax planning now.
Active Investors Wake Up Before a Revolution
The world is waking up the 4th Industrial Revolution, with the impact of COVID-19 accelerating many changes already underway, says our Head of Equities, Stephen Dover. He opines on how underlying fundamental disruptions in our economy can present opportunities for active investors.
Promising COVID-19 Research Underway
Our Head of Equities Stephen Dover explains why he sees many signs of hope for a global recovery from the COVID-19 pandemic. He also shares highlights from a conversation between Templeton Global Equity Group CEO Dr. Sandy Nairn and Professor Gerry Graham, a world expert in immunology.
Quick Thoughts: Focus on Consumers
Our Head of Equities Stephen Dover gives his take on what the continued business shutdown due to the COVID-19 pandemic could mean for US workers, particularly those who are not currently earning a paycheck. He also shares why oil prices could remain subdued for a bit longer, and why he thinks tech companies could come to the rescue of small business.
Living on “COVID” Time
The coronavirus has forced a number of behavior changes throughout societies across the globe, including how we work, shop and interact with others. Our Head of Equities Stephen Dover discusses how COVID-19 has impacted investor decisions, too.
Biotech Progress in Addressing Coronavirus, but It Takes Time
With the coronavirus creating havoc across the globe, researchers are rushing to find better treatment options and a cure. Our Head of Equities, Stephen Dover, and Portfolio Manager Evan McCulloch outline a few of the efforts the medical and scientific communities are taking to combat the virus.
Global Investment Outlook: Coping with a Changing Market Landscape in 2020
Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested.
Staying Nimble Amid an Uncertain Outlook
Bouts of volatility hit markets across the globe in the third quarter of 2019 amid continued uncertainties about global growth and trade. Central banks took notice, with the US Federal Reserve easing interest rates for the first time in more than a decade and the European Central Bank also cutting rates and reintroducing quantitative easing.
A Northern View: 10 Years into a Canadian Bull Market
While there has been a lot of focus among many investors on the length of the US economic expansion, there are other countries experiencing similarly long—or longer—expansions of their own.
As the US economic cycle continues to age, many are starting to question when, and how, it will end. Our Head of Equities Stephen Dover says it's certainly wise for investors to prepare, but doesn't see reason to think a recession is on the immediate horizon.
As the US economic cycle continues to age, many are starting to question when—and how—it will end. Our Head of Equities Stephen Dover says it’s certainly wise for investors to prepare, but doesn’t see reason to think a recession is on the immediate horizon.
Volatile Markets: Are High-Frequency Traders to Blame?
Our Head of Equities, Stephen Dover, takes a look at what’s driving growth in high-frequency trading. He also explains why the algorithms behind the trading can lead to bouts of increased market volatility that may create opportunities for long-term investors.
US Government Shutdown Paused for Now: Assessing the Economic Impact
The longest-ever US government shutdown has finally ended—at least temporarily—while negotiations continue over funding of a US-Mexico border wall. While the government will be reopened at least until February 15, the economic implications of the shutdown and the potential for more disruption ahead has become a source of concern to many global investors.
US Government Shutdown: Assessing the Impact
The longest-ever US government shutdown has finally ended, at least temporarily, while negotiations continue over funding of a US-Mexico border wall. While the government will be reopened at least until February 15, the economic implications of the shutdown and the potential for more disruption ahead has become a source of concern to many global investors.
What Will a Government Shutdown Mean for Investors?
US members of Congress are finding themselves at a stand-off over the creation of a border wall between the United States and Mexico. President Trump’s threats to shut down the government if the bill is not passed raise questions and uncertainty that will contribute to increased political risks for investors to consider. Stephen Dover, Head of Equities for Franklin Templeton Investments, shares his perspective about the potential impacts.
Talking Trade Tensions, Inflation and Volatility
Global growth has been accelerating, but there are a few potential headwinds that could cause it to stall. Three of our senior investment leaders—Ed Perks, Chris Molumphy and Stephen Dover—recently participated in a panel discussion on the potential impact of trade tensions, inflation and other issues on their radar.
Will the Roar of Market Tensions Tame Global Growth?
The first quarter of 2018 started out like a lamb but went out like a lion as long-dormant volatility began to roar. Issues like inflation fears, trade tensions and geopolitical risks contributed to market turbulence, leaving many investors wondering whether these issues will put a damper on global growth—and end the US market’s nine-year bull run.
Growth and Value Investing: A Complementary Approach
Growth and value investing are often seen as competing styles, with one outperforming or underperforming the other during different periods of time and market cycles. While the approaches may differ, Stephen Dover, head of equities at Franklin Templeton Investments, and Norm Boersma, chief investment officer of Templeton Global Equity Group, say growth versus value doesn’t have to be an either-or proposition.
Seeing the Big Picture in Market Corrections
While we don’t know when the equity market’s recent volatility will settle down, it’s important to consider the big-picture, fundamental backdrop for the market, and not get caught up in short-term sentiment swings, according to Franklin Templeton’s head of equities, Stephen Dover. And, he believes the fundamental backdrop still looks solid.
Emerging Markets Fourth-Quarter Recap and Outlook: 2017 Ends with a Bang
Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent. While we are bottom-up investors, we also take into account big-picture context.
The Year Ahead: Will the US and Global Expansion Continue in 2018?
January is a month of resolutions and predictions, and perhaps more often than not, both tend to be abandoned come spring. While we don’t have a magic crystal ball to predict where the markets may be headed next, we do have a team of respected professionals who recently assembled to discuss whether they think last year’s economic momentum could continue—and where they see potential threats on the horizon.
An Active Look at Small-Cap Investing
Overall, we believe small-cap stocks in emerging markets offer attractive prospects for active managers. A multitude of mispriced securities, market inefficiencies and a paucity of research provide considerable investment opportunities, in our view.
Uncharted Terrain: Today’s Global Market Drivers
Despite some uncertainties, economic improvements in developed and emerging markets have supported a positive mood across both equity and fixed income this year.
Beyond the Headlines: Finding Opportunities in Today’s Markets
With markets reacting in part to geopolitical events, it’s hard not to be distracted by news headlines. To help sift through some of the noise, several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead.
An Emerging-Market Evolution
The way investors think about emerging markets has been evolving—along with the markets themselves. One thing we at Templeton Emerging Markets Group emphasize is that one can’t consider emerging markets as one asset class; the opportunities are very differentiated between regions, countries and markets, with different fundamentals shaping them.
Emerging-Market Equity 2017 Outlook
What’s ahead for emerging markets in 2017? Stephen Dover, managing director and CIO of Templeton Emerging Markets Group and Franklin Local Asset Management, and Mark Mobius, executive chairman of Templeton Emerging Markets Group, present their emerging-market equity outlook.