Content (244)
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White papersQ2 2021 Fixed Income Views: Too Much of A Good Thing?
Franklin Templeton Fixed Income Views explores the drivers of the reflation narrative, the potential risks that should not be ignored, and the implication for fixed income investors.
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White papers
Global Investment Outlook: Inflation, Rotation and Opportunities
In this global investment outlook, our investment professionals across asset classes share how they’re thinking about portfolios amid continued market uncertainty.
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White papers
Allocation Views
It is always necessary to search for the flaws in a well-argued investment thesis. Indeed, it is important to continually challenge your assumptions. However, sometimes it is right to just go with the flow, at least for a while. This is perhaps one of those times. The themes that drove markets in the first quarter of 2021 look set to continue into the current period.
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White papers
Investing Beyond the Storm: A View from the MENA Region
An unprecedented blow from COVID-19 and low oil prices have accelerated the timeline for green energy in MENA economies.
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White papers
Hedge Fund Strategy Outlook Q2 2021
With a broad-based reopening coming closer into focus, investors are planning for the next stage in the cycle. We believe geographical, asset class and sector rotations will be key to driving returns over the next 12 months. We expect hedge fund managers who shift to securities that have lagged in recent years while hedging out broader market risks or shorting overvalued names will be more likely to generate high-quality returns
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White papers
Women Entrepreneurs And The Benefits Of Equal Access To Capital?
Jenny Johnson, Franklin Templeton CEO and Sara Araghi, Franklin Templeton Venture Partner Director, explore the gender parity gap in women-owned businesses that still exists today—and the opportunity in the investment world.
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White papers
Emerging Market Debt Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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White papers
Single-Country Allocation: Viewing The Opportunity Through Three Lenses
Why investors should consider pandemic recovery, the changing geopolitical landscape and structural change when looking at single-country ETFs.
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White papers
Franklin Templeton Investment Solutions Allocations Views: Some like it hot?
Fiscal support may be uneven across geographies, driving regional preferences within equities: thoughts from our Franklin Templeton Investment Solutions team.
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White papers
Global Macro Shifts: Asia at the Forefront
This Global Macro Shifts explores the consequences of extraordinary policy responses and the economic outlook for a post-pandemic recovery.
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White papers
Trends Reinforced: Investor Migration Fuels Brazil’s Momentum
This issue of Trends Reinforced explores how Brazil could be gearing up for a year of recovery, with the help of domestic drivers.
