Stephen Dover

CHIEF MARKET STRATEGIST HEAD OF FRANKLIN TEMPLETON INSTITUTE

US and global equity markets have thrived under Republican and Democratic control in Washington, as well as during periods of divided government.

2024 US election – implications for investors

CAMPAIGNS are, of course, about pledges and slogans, which may or may not become policy for the winning candidate. That is not just politics – realities often impose themselves and change the directio...

US Federal Reserve chair Jerome Powell, at the press conference following the FOMC meeting, may have provided hints at how the committee is thinking about future monetary policy changes.
WEALTH & INVESTING

Fed hawks will fly lower – eventually

Central bank has stressed it would continue to be highly data dependent in its monetary policy decisions

Look for where growth and earnings are likely to surprise to the upside, and in 2023, many signs are pointing towards China, and the economies that benefit from China’s recovery.

The dangers of inertia

INVESTORS often try to explain the behaviour of capital markets through the lens of natural science. If Newton’s Laws of Motion were repurposed into Laws of Investing, we would understand investors “g...