February 4, 2019

CIO Market Perspectives

Four of Franklin Templeton’s senior investment leaders break down key factors driving market movements, offer perspectives on current economic conditions and discuss where they see investment opportunities.

The US Economy: Strengths and Vulnerabilities

Michael Hasenstab, Ph.D. and Chief Investment Officer, Templeton Global Macro, discusses the state of the US economy and the factors that will influence it in the near future.

Moderating Global Growth and China’s Role in the World

With last year’s tariff hikes, Michael Hasenstab thinks China’s role in the world is undergoing a sea change. Watch to learn what that could mean for the global economy.

The Impact of Brexit and a Lack of Political Unification in Europe

Watch as Michael Hasenstab discusses the ongoing Brexit debate within the United Kingdom, and how that reflects larger concerns on throughout Europe.

Why Not to Expect a Recession This Year

Sonal Desai, Ph.D. and Chief Investment Officer, Franklin Templeton Fixed Income Group, explains why she thinks market expectations for the end of the economic cycle are highly overstated.

What’s Driving Investor Sentiment in the Market

Watch as Ed Perks, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions, discusses what he feels may be root causes of recent market movements.

Key Factors Impacting Equity Valuations

Stephen Dover, Head of Equities, outlines the issues he believes are likely to influence equity markets including trade, energy and fiscal policy.

Emerging Market Opportunities

Given an expected slowdown of US dollar appreciation, learn which emerging markets Stephen Dover thinks offer increased economic potential this year.

Contributors

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