Global Investment Outlook

Our investment experts share their views as markets shift away from the recovery era of monetary accommodation amid synchronized global growth. These views represent Franklin Templeton’s global macro, fixed income, equity and multi-asset investment capabilities and are underpinned by our capital markets forecast.

Topic Paper

Expert high-level market views to help guide your portfolio decisions.

Full Version

12/31/2018

Global Macro

Diversifying Against Rising Rates in the Post-QE Era

Michael Hasenstab, Ph.D

12/31/2018

European Fixed Income

Intensifying Political Uncertainty in Europe Could Produce Opportunities

David Zahn, CFA

12/31/2018

Global Equity

The Easy Gains Appear Over, but Unloved Stocks May Draw New Interest

Stephen Dover, CFA

12/31/2018

European Equities

Potential for a Late-Cycle Bounce

Dylan Ball, ACA

12/31/2018

Emerging Markets Equity

Never Waste a Crisis

Chetan Sehgal, CFA

12/31/2018

U.S. Equities

Innovation: Moving the US Economy Forward

Grant Bowers, Matthew Moberg, CPA

12/31/2018

Multi-Asset

Tactical Multi-Asset Strategies to Address Desynchronized Global Economic Growth, Late-Cycle Volatility and Market Divergence

Edward Perks, CFA

12/31/2018

Technology

Competition and Reinvention Help Broaden Digital Transformation Globally

Jonathan Curtis Technology