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.


    WHAT ARE THE RISKS?

    All investments involve risks, including possible loss of principal. Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds adjust to a rise in interest rates, the share price may decline. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Investments in foreign securities involve special risks including currency fluctuations, economic instability and political developments. Investments in emerging market countries involve heightened risks related to the same factors, in addition to those associated with these markets’ smaller size, lesser liquidity and lack of established legal, political, business and social frameworks to support securities markets. Such investments could experience significant price volatility in any given year.

    IMPORTANT LEGAL INFORMATION

    This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.

    The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. All investments involve risks, including possible loss of principal.

    Data from third party sources may have been used in the preparation of this material and Franklin Templeton ("FT") has not independently verified, validated or audited such data. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments opinions and analyses in the material is at the sole discretion of the user. ​

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