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Beyond Bulls & Bears Beyond Bulls & Bears U.S. Edition Beyond Bulls & Bears Investment Adventures in Emerging Markets Skip to content Home About Categories Alternatives Education Emerging Markets Equity Fixed Income LibertyShares Multi-Asset Archive Authors Search Skip to content Toggle Navigation -- Beyond Bulls & Bears Home About Categories Alternatives Education Emerging Markets Equity Fixed Income LibertyShares Multi-Asset Archive Authors Search Preparing the Post-Pandemic Playbook December 29, 2020 Ongoing uncertainty around the COVID-19 pandemic has strengthened headwinds to global growth, says Franklin Templeton Investment Solutions CIO Ed Perks. In his 2021 investment outlook, he says nimble and diversified positioning is key to effective investment strategies. A Year of Lingering Uncertainty, but Ample Global Opportunities Equity A Year of Lingering Uncertainty, but Ample Global Opportunities Our Head of Equities, Stephen Dover, shares his 2021 equity outlook. He sees opportunity amid upheaval. Stephen H. Dover, CFA | December 28, 2020 ESG Will Define the Post-COVID Era Fixed Income ESG Will Define the Post-COVID Era “As we flip the calendar to 2021, we are getting closer to a point at which the economic shocks of the past year become prologue for the economic stories ahead. We anticipate being constructive in a number of regions as the world transitions toward a post-COVID era." - Michael Hasenstab, Executive Vice President, Portfolio Manager Chief Investment Officer, Templeton Global Macro. Michael Hasenstab, Ph.D. | December 23, 2020 PODCAST: ESG Investing: What to Expect in 2021 and Beyond Perspectives PODCAST: ESG Investing: What to Expect in 2021 and Beyond Julie Moret, our global Head of Environmental, Social and Governance (ESG), speaks with AssetTV’s Jenna Dagenhart about the ways the COVID-19 pandemic has affected ESG investing, and what these shifts could mean in 2021 and beyond. Julie Moret | December 22, 2020 A Year-End Report Card for 2020 ETF Industry Predictions LibertyShares A Year-End Report Card for 2020 ETF Industry Predictions David Mann, Head of Capital Markets, Global Exchange-Traded Funds (ETFs), looks back on some of the industry trends he had predicted would likely unfold this year. David Mann | December 21, 2020 Why Digital Transformation Will Transcend This Pandemic Equity Why Digital Transformation Will Transcend This Pandemic Franklin Equity Group’s Jonathan Curtis explains why he believes the pandemic marked the beginning of many companies’ digital journeys. Jonathan Curtis | December 18, 2020 Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities Alternatives Quick Thoughts: Real Estate Disruptions Accelerate Active Opportunities Our Head of Equities, Stephen Dover, and Onay Payne, Managing Director at Clarion Partners, believe reshoring supply chains, evolving office space and housing needs, and changing consumption preferences mark COVID-19’s disruptions and acceleration of trends. Commercial real estate can offer diversification, durable income, and leases indexed to inflation, providing opportunities for investors. Stephen H. Dover, CFA | December 16, 2020 Short-Term Uncertainties as COVID-19 Cases Spike Multi-Asset Short-Term Uncertainties as COVID-19 Cases Spike As regional lockdowns loom in light of a renewed spike in coronavirus cases, the near-term outlook may be a bit bumpy, says Gene Podkaminer, Head of Research at Franklin Templeton Investment Solutions. He explores the potential market implications of renewed lockdowns and comments on how vaccine availability might affect a future economic recovery. Gene Podkaminer, CFA | December 8, 2020 A Small-Cap Value Analyst’s View on US P&C Insurers Equity A Small-Cap Value Analyst’s View on US P&C Insurers Franklin Small Cap Value Fund Assistant Portfolio Manager and Research Analyst Nick Karzon gives five reasons why we continue to see attractive long-term opportunities for select small-capitalization (small-cap) property and casualty (P&C) insurers. Nicholas Karzon, CFA | December 7, 2020 US 2020 Election Investment Pulse: Why Fixed Income Now Fixed Income US 2020 Election Investment Pulse: Why Fixed Income Now With yields near zero, many investors may question the value of fixed income within a portfolio. Western Asset’s Head of Product Management, Doug Hulsey, joins our Head of Equities, Stephen Dover, to discuss fixed income investing with an active-management lens. He makes a case for the asset class for investors in light of market uncertainties and outlines where he sees opportunities today. Douglas Hulsey | November 18, 2020 US 2020 Election Investment Pulse: Neutral to Positive for Municipals Fixed Income US 2020 Election Investment Pulse: Neutral to Positive for Municipals Our Katie Klingensmith joined Muni Bond Team Research Director Jennifer Johnston to discuss the potential implications of the US elections for the municipal bond market, against a backdrop of COVID-19. Jennifer Johnston | November 16, 2020 Monitoring Biotech’s Race for a Vaccine Equity Monitoring Biotech’s Race for a Vaccine Franklin Equity Group's Evan McCulloch and Wendy Lam give their take on when a COVID-19 vaccine could be available for public use. Wendy Lam, Ph.D. | November 13, 2020 Posts navigation Older posts Important Legal Information FINRA’s BrokerCheck You can check the background of your investment professional on FINRA’s BrokerCheck . 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