12 Jul 2023
In this Innovation Insights, Matt Moberg, portfolio manager with Franklin Equity Group, discusses eight ideas that matter based on his recent observations of the marketplace. He also shares his expectations for how these ideas may evolve.
Preview
For the past decade, I have written memos to capture my views on our highest conviction ideas and thoughts on the coming quarters. To date, I’ve used memos like this one to organize my thoughts regarding what the Franklin Innovation Team is seeing in the marketplace and to record our expectations for how these ideas may evolve. This piece captures eight ideas that offer you a glimpse into our thinking on a number of themes that matter to us:
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Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.