Content (484)
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White papersMulti-Asset Allocation Views: Seeking alternatives to equities
In this Allocation Views, companies globally expect profit margins to increasingly come under pressure over the coming quarters. Our Franklin Templeton Investment Solutions team share their views on which asset classes are best positioned.
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White papers
Sustainability in private markets: real estate, private equity and private credit
In the trifecta of lower interest rates, lower returns, and a growing shift away from public markets, we believe alternative asset classes offer strong potential to support investors’ needs for diversification and uncorrelated returns. This paper digs into how to measure and manage the impact that ESG factors can have on the value of these securities.
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White papers
Could emerging markets be more vulnerable to rising food costs?
The Franklin Templeton Fixed Income team look at the significance of food prices and the history of profound changes that previous price shocks have brought with them.
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White papers
MENA region: In a sweet spot, with better growth and lower inflation
Second Quarter 2022 Review. Perspective from Franklin Templeton Emerging Markets Equity
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White papers
Innovation insights: Forest fires and innovation - the case for long-term thinking
In their latest Innovation insights, Franklin Equity Group examines how in taking a long-term perspective, one starts to understand how a downturn can be healthy for the ecosystem.
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White papers
On my mind: The Fed - do you hear me now?
Fed Chairman Powell delivered a forceful and unequivocal message today at Jackson Hole, pushing back against market expectations of an early pivot back to rate cuts.
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White papers
Nearing a turning point in emerging markets
Brandywine Global: After a difficult start to the year, valuations for select local currency emerging market bonds now appear very attractive to us. Some signals suggest a turning point may be near.
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White papers
Deep waves: Digital ecosystem
The development of the digital ecosystem inevitably triggers digital innovation which has the potential to revolutionize areas like fintech and supply chain design.
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White papers
China cuts key policy rate in bid to counter softening fundamentals
The People’s Bank of China pulled a surprise move as various economic indicators are flashing red lights
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White papers
Allocation Views - August 2022
We often comment in Allocation Views that it is appropriate to follow a nimble approach. This is no doubt a “timeless and universal” feature of our investment style, but it is especially pertinent today. As we always do, we look at the world through the lens of our three key themes and find reasons for caution across the board.
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White papers
Higher inflation, recession more likely
In our mid-year Macro Perspectives, our economists discuss whether a stagflation (inflation plus slowing growth) scenario can be avoided, and where investors might find opportunity—or at least temporary shelter.
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White papers
Fed prayer becomes a plea
The Franklin Templeton Investment Solutions team opines on what to expect from the Fed, gauges the probabilities of a recession and implications for asset markets.
