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Getting Back to Normal
by John Remmert, Donald Huber of Franklin Templeton Investments, 5/14/20

The COVID-19 pandemic has changed how global consumers learn, shop, travel and work, as well as how they fulfill entertainment and health care needs. Franklin Equity Group’s John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

Rising Rates and the Rebirth of Global Stockpicking
by John Remmert, Donald Hubert of Franklin Templeton Investments, 6/16/15
Once the efforts of various central banks start to bear fruit and the global economy becomes healthier, we expect to see a potential reduction in the pursuit of unconventional monetary policies. That should enable equity markets to return to what we view as a more rational level of behavior.
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