July marks the 20th anniversary of the Franklin UK Mid Cap Fund and serves as a timely reminder of the changing opportunities that have characterised the UK mid-cap market over the past 20-years. Please join Paul Spencer to hear the current themes and stock ideas that underpin his portfolio:
• Ideas driving performance
• Recent portfolio changes
• Outlook and positioning
Grant Bowers, manager Franklin US Opportunities Fund, discusses why he is optimistic on growth stocks in the US Equity market despite earnings slowing, and he looks at sectors he is focused on for opportunities.
Richard Bullas, Manager, Franklin UK Smaller Companies FundRecorded: Apr 25 201938 mins
Richard Bullas, manager of the Franklin UK Smaller Companies Fund, shares his outlook for UK smaller companies. He also covers the themes that underpin his portfolio, recent portfolio changes and how he’s positioned for the opportunities and risks emanating from the Brexit debacle.
Ben Russon, co-manager Franklin UK Managers’ Focus FundRecorded: Jan 10 201944 mins
In the coming months, risk premiums are likely to rise, favouring stocks which have already been largely discounted for a worst-possible Brexit outcome. Periods such as this often provide meaningful opportunities, and a prerequisite for taking advantage of them is understanding the boundaries of risk and reward. Please join Ben Russon, co-manager of the Franklin UK Managers’ Focus Fund, who will outline the Franklin UK Equity Team’s outlook for 2019.
Colin Morton, manager, Franklin UK Equity Income FundRecorded: Nov 27 201846 mins
Please join Colin Morton, manager, Franklin UK Equity Income Fund, who will draw on more than 30 years of experience to share with you his solution for providing your clients with a premium yield couple with capital growth. As well as explaining the process behind his time-tested approach to UK equity income investing, Colin will discuss:
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning