Despite increased volatility due to the Russia-Ukraine war and rising interest rates, Franklin Equity Group’s Jonathan Curtis sees compelling opportunities within high-quality technology companies in an increasingly digital world.

Markets have been exceptionally volatile since mid-November, as investors have digested the impacts of rising inflation, pending US Federal Reserve actions, the potential end of the COVID-19 crisis, and the tragic situation in Ukraine. Rising interest rates have reduced what investors are willing to pay for growth and “cash-in-the-future” businesses, and may increase the risk of recession amid the inflationary backdrop of rapidly climbing fuel and food prices.

However we believe that there are still companies that can be excellent businesses under any kind of interest-rate scenario. Click here to discover where the longer term possibilities lie.