Franklin Templeton Thinks: CIO Market PerspectivesFeb 8, 2019

 

CIO Market Perspectives

 

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 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.

Important Legal Information

The comments, opinions and analyses presented here are for informational purposes only and should not be considered individual investment advice or recommendations to invest in any security or to adopt any investment strategy. Because market and economic conditions are subject to rapid change, comments, opinions and analyses are rendered as of the date of the posting and may change without notice. The material is not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy.

 

What Are the Risks?

AAll 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. 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.