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- 09/27/18--11:37: Fed Full Steam Ahead
- 10/01/18--13:08: Innovation Stretches Beyond Labels
- 10/09/18--12:04: A View from Canada on the New USMCA
- 10/12/18--12:18: Hasenstab: Focus on Fundamentals in US, Emerging Markets
- 10/15/18--12:18: Global Economic Perspective: October
The US Federal Reserve (Fed) raised its benchmark short-term interest rate for the third time this year, which was no surprise to most market participants. Chris Molumphy, chief investment officer, Franklin Templeton Fixed Income Group, offers his take on the Fed’s “normalization” path in light of what he sees as an overall positive US economic backdrop.
Some of the market’s most innovative companies now call a new sector home, as part of a revamp of the Global Industry Classification Standard used by index providers to classify stocks. Franklin Equity Group’s Matt Moberg, portfolio manager, Franklin DynaTech Fund, explains why he thinks the changes may not go far enough.
After more than a year of tense talks, Canada, Mexico and the United States have replaced the North American Free Trade Agreement (NAFTA). Franklin Templeton Multi-Asset Solutions’ Stephen Lingard gives his take on the new trilateral trade pact and explains why it could benefit select Canadian companies.
In this video, Templeton Global Macro CIO Michael Hasenstab shares his thoughts on why he thinks US Treasury yields have moved higher. He also gives his take on recent weakness in emerging markets.
The post Hasenstab: Focus on Fundamentals in US, Emerging Markets appeared first on Beyond Bulls and Bears.
Perspective from Franklin Templeton Fixed Income Group In this Issue: US Economy’s Fundamentals Justify Optimism, but Inflation Still Subdued The current widespread optimism about the US economy is largely justified, in our view, by its strong fundamentals, particularly the positive backdrop for consumers. Despite the economy’s robust growth, we do not view the recent rise