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BEYOND BULLS & BEARS

Beyond Bulls & Bears U.S. Edition
 * Beyond Bulls & Bears
 * Investment Adventures in Emerging Markets

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Beyond Bulls & Bears
 * Home
 * About
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   * Alternatives
   * Education
   * Emerging Markets
   * Equity
   * Fixed Income
   * LibertyShares
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EURO FALL: WHY PARITY BETWEEN THE EURO AND US DOLLAR MAY PERSIST

September 8, 2022

Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that
higher inflation in Europe stemming from rising energy prices, as well as lower
relative interest rates, may keep the euro under pressure.

Dimensions & Insights: Diverse and inclusive practices unlock opportunities

PERSPECTIVES

DIMENSIONS & INSIGHTS: DIVERSE AND INCLUSIVE PRACTICES UNLOCK OPPORTUNITIES

Diversity & Inclusion (D&I) practices unlock opportunities that might otherwise
go unnoticed. Companies with greater ethnic and cultural diversity outperform in
productivity and profitability and gain the ability to find and unlock
innovations from anyone, anywhere. Our Chief Diversity Officer Regina Curry
believes the debate is long over—the business case for D&I is proven and
compelling.

Regina Curry | August 31, 2022
Think locally, invest globally

EQUITY

THINK LOCALLY, INVEST GLOBALLY

Franklin Mutual Series explains how global investing may provide a path to
better returns.

August 30, 2022
On my mind: The Fed—do you hear me now?

FIXED INCOME

ON MY MIND: THE FED—DO YOU HEAR ME NOW?

Fed Chairman Powell delivered a forceful and unequivocal message today at
Jackson Hole, pushing back against market expectations of an early pivot back to
rate cuts. Restoring price stability will require tight monetary policy for some
time, he said, and the Fed will not waver when the labor market starts feeling
the pain. Markets have taken notice, but will test the Fed’s resolve again,
making for a volatile adjustment process in asset prices. Our Fixed Income CIO
Sonal Desai shares her thoughts:

Sonal Desai, Ph.D. | August 26, 2022
PODCAST: Investing in innovation–impacts of market volatility and shocks

EQUITY

PODCAST: INVESTING IN INNOVATION–IMPACTS OF MARKET VOLATILITY AND SHOCKS

Franklin Equity Group’s Renee Anderson and Matt Moberg cover investing in
innovation during market volatility. We hear how business fundamentals and
valuations look right now. Plus, from electric vehicles and renewable energy, to
the metaverse, blockchain and more—a breakdown of which innovation themes have
the most upside and challenges.

Matthew J. Moberg | August 26, 2022
In ETF trading, no news is good news

ETFS

IN ETF TRADING, NO NEWS IS GOOD NEWS

David Mann, Head of Global Exchange Traded Funds Capital Markets, takes this
quiet end-of-summer opportunity to pre-empt any of the typical ETF investor
concerns that can pop up during busier times.

David Mann | August 23, 2022
Inflation hedges: Fact and fantasy

MULTI-ASSET

INFLATION HEDGES: FACT AND FANTASY

Equity markets have clearly taken notice of rising inflation—and not in a good
way. Here, Gene Podkaminer and Chris Ratkovsky of Franklin Templeton Investment
Solutions explore how different investments have performed during various
inflation scenarios, which strategies or asset classes might provide an
inflation hedge, and whether a “soft landing” economic scenario is possible.

Gene Podkaminer, CFA | August 22, 2022
Quality microcaps can weather the current storm

EQUITY

QUALITY MICROCAPS CAN WEATHER THE CURRENT STORM

Mutual Series’ Oliver Wong believes high-quality microcaps house hidden
benefits, despite the extreme market declines seen in the first half of the
year.

Oliver H. Wong, CFA | August 10, 2022
Meet the manager: Justin Ma

PERSPECTIVES

MEET THE MANAGER: JUSTIN MA

Landing in Franklin Templeton’s Floating Rate Debt Group prior to the global
financial crisis, Justin Ma is no stranger to navigating market volatility and
challenging environments. Today, he is excited about new applications of data
science and quantitative methods to enhance his team’s portfolio management
capabilities. Learn more about Justin.

Justin Ma | August 9, 2022
PODCAST: Increasing yields, strategy shifts for income investors

MULTI-ASSET

PODCAST: INCREASING YIELDS, STRATEGY SHIFTS FOR INCOME INVESTORS

Rapidly changing economic and market conditions could lead to a shift in
strategy for income investors. Ed Perks, chief investment officer of Franklin
Templeton Investment Solutions, breaks down the macro environment and shares the
fixed income sectors he believes are now attractive, in this conversation with
our Josh Greco. 

Edward D. Perks, CFA | August 4, 2022
US equities: Opportunities amid turbulence

EQUITY

US EQUITIES: OPPORTUNITIES AMID TURBULENCE

Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on
inflation and recessionary risks and where he’s finding opportunities in US
equities amid recent market volatility.

Grant Bowers | August 3, 2022
On my mind: Are we there yet?

FIXED INCOME

ON MY MIND: ARE WE THERE YET?

Are we there yet? Fed Chairman Jerome Powell hedged himself carefully at the
July press conference; markets heard it as confirming expectations that we are
closing in on the terminal rate and that the Fed will likely start cutting again
as early as March of next year. Our Fixed Income CIO Sonal Desai is not so
sure—here are her thoughts:

Sonal Desai, Ph.D. | July 27, 2022


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