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Coping with Coronavirus-Induced Market Volatility: A Multi-Asset Update
by Ed Perks, Gene Podkaminer of Franklin Templeton Investments, 3/2/20

The spread of the coronavirus has created heightened market volatility in recent weeks, but the Franklin Templeton Multi-Asset Solutions team remains focused on long-term market fundamentals. Here, Ed Perks and Gene Podkaminer offer an update on how they are approaching the situation, and which countries appear more insulated to growth shocks.

Multi-Asset Implications of the Coronavirus Outbreak
by Ed Perks, Gene Podkaminer of Franklin Templeton Investments, 2/4/20

The coronavirus outbreak that started in China could certainly be considered an unexpected market shock, one which looks to remain a concern for a while longer.

Allocation Views: Taking a Nimble Approach to 2020
by Ed Perks, Gene Podkamier of Franklin Templeton Investments, 1/22/20

Although easing US-China trade tensions have renewed investor optimism about global economic growth, Franklin Templeton Multi-Asset Solutions’ Ed Perks and Gene Podkaminer still see some potential geopolitical headwinds on the horizon.

Global Investment Outlook: Coping with a Changing Market Landscape in 2020
by Ed Perks, Sonal Desai, Stephen Dover of Franklin Templeton Investments, 12/26/19

Our senior investment leaders have a cautiously optimistic outlook for 2020. They still do not see a global recession looming and believe there are plenty of reasons to remain invested.

Trade Tensions Flare: Where Do We Go from Here?
by Ed Perks, and Gene Podkaminer of Franklin Templeton Investments, 8/9/19

Market volatility has been on the rise as US-China trade tensions continue to flare and recent central bank activity has created more questions than answers. As such, many investors have been on edge.

Should Markets Heed Recession Warnings?
by Ed Perks of Franklin Templeton Investments, 6/7/19

Amid a renewed US-China trade spat and additional tariff tensions between the United States and Mexico, investor concerns about a possible recession have heightened.

Putting Equity-Market Turbulence into Context
by Ed Perks of Franklin Templeton Investments, 1/18/19

Many equity investors were no doubt happy to put 2018 in the rear-view mirror. The heightened volatility in the fourth quarter of the year in particular took many investors by surprise—but what is often missing in the discussions about the volatility is that it didn’t stem from a broad deterioration in economic fundamentals.

A Selective Look at Corporate Credit
by Ed Perks of Franklin Templeton Investments, 10/20/17

Even in the face of rising US interest rates over the past year, corporate credit has been resilient, particularly in the high-yield category. Ed Perks, executive vice president and chief investment officer, Franklin Templeton Multi-Asset Solutions, takes a look at the corporate credit landscape and says fixed income investors still have plenty of reasons to be positive about the asset class.

The Sectors Most Likely to Cheer US Tax Reform
by Ed Perks of Franklin Templeton Investments, 2/2/17

The financial markets seem to have high hopes for new business-friendly policies in the United States following Donald Trump’s inauguration as the country’s 45th president on January 20.

Politics, Policies and Market Resiliency
by Ed Perks of Franklin Templeton Investments, 8/28/16
If there were two words to describe the situation the United States is in right now in terms of the economy and the markets, I would choose stable and resilient . . . Whatever the election outcome, I think it will prove to be something the markets will able to digest and ultimately move forward from.

Will Equities See a Sweeter ’16 Ahead?
by Ed Perks of Franklin Templeton Investments, 1/8/16
Global financial markets still face numerous risks, but the drivers of corporate profitability appear to us to be sustainable in the current business and economic environment.

European Drama Hasn’t Derailed US Growth
by Ed Perks of Franklin Templeton Investments, 7/26/15
We believe headwinds to growth have been easing and what the current leg of the US expansion has perhaps lacked in intensity may very well be made up for by a transition to a more durable or lengthy expansion.

Optimism, Pessimism and Opportunity
by Ed Perks of Franklin Templeton Investments, 3/21/15
Given that the S&P 500 has been on a tear since 2008, logging double-digit returns in five of the past six years, and US Treasury rates remain near historical low levels, many investors are questioning their prospects for long-term total return. Ed Perks, chief investment officer and portfolio manager, Franklin Equity Group®, offers his views on why he remains optimistic about the US market’s prospects, and where he’s looking for investment opportunities today.

Octobers Market Ups and Downs Put Into Perspective
by Ed Perks, Don Taylor, Peter Langerman of Franklin Templeton Investments, 11/12/14
Global equity markets went on a rollercoaster ride in October, although given the cauldron of global issues that were brewing for some time and the months history of big moves, it shouldnt be all that shocking many investors got spooked. While much of the media focused on the short-term panic, long-term investors used such pullbacks to search for bargains.

Strategies for Income-Seeking Investors
by Ed Perks of Franklin Templeton Investments, 7/14/14
Many income-seeking investors have traditionally centered their portfolios around government bonds, often failing to consider other asset classes. Ed Perks, executive vice president and director of portfolio management, Franklin Equity Group, believes equities can be a key part of an income-oriented portfolio, although individual stock selection is particularly important as valuations rise and interest rate dynamics may change.

Casting a Wide Asset Net in a Volatile Sea
by Ed Perks of Franklin Templeton Investments, 3/3/14
It?s fair to say that investors will likely never be fully comfortable with market volatility. But actively managing the inevitable bumps that accompany equity investments, even in bull markets, can help make the ride a little less harrowing, according to Ed Perks, executive vice president and director of Portfolio Management, Franklin Equity Group. He explains how understanding the fundamental dynamics behind market selloffs is key to uncovering potential opportunities in the face of a rough market ride.

Dividends: The Next Bubble?
by Ed Perks, Don Taylor of Franklin Templeton Investments, 8/30/12
Dividend-paying stocks have received a good deal of attention this yearand for good reason. Ed Perks, senior vice president and director of the Core Hybrid Portfolio Management Group at Franklin Templeton, and Don Taylor, senior vice president and portfolio manager for Franklin Equity Group, suspect it's these fearful prognostications that are overinflated, not the asset class. As they see it, the dividend-paying stock universe is expanding, and deserves investor attention.

Playing the Dividend Yield Field
by Ed Perks, Alan Muschott, Don Taylor of Franklin Templeton Investments, 8/8/12
One of the interesting attributes over the last couple of years ?and obviously there's been a lot of volatility?is the actual macroeconomic environment has not actually been all that volatile; it's been slow, but it's been fairly consistent.

Striking a Balance between Equities and Fixed Income
by Ed Perks of Franklin Templeton Investments, 5/29/12
Ed Perks, Portfolio Manager -- Franklin Balanced Fund: Risk tolerance comes down kind of gradually in the market, but risk aversion can happen relatively quickly and significantly in short periods of time
19 results found.