Content (690)
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White papersNavigating uncertainty: The impact of the 2024 US elections on emerging markets
The US presidential election could have far-reaching impacts on emerging markets, according to Franklin Templeton Fixed Income. The team analyzes different scenarios and the market implications.
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White papersAchieving impact in direct lending
The Alcentra European direct lending team looks at the key characteristics and evolution of impact investing and discusses whether this could be a well-suited investment strategy to achieve impact and financial goals.
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White papersMultifamily: A shelter from the commercial real estate storm
A storm may be roiling the CRE market, but the multifamily sector may be well-positioned to weather the storm and eventually prosper, according to Richard Byrne of Benefit Street Partners.
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White papersOn My Mind: The first cut is the deepest
Where does the Fed go next after this week’s 50 basis point interest-rate cut? Thoughts from Franklin Templeton Fixed Income CIO Sonal Desai.
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White papersMacro Views: Everything everywhere all at once
Franklin Templeton Fixed Income economists note continued divergence in G3 monetary policies. The US Federal Reserve and European Central Bank are expected to continue gradual easing, with US politics adding uncertainty. In contrast, Japan’s strong labor market may lead to more aggressive tightening than anticipated.
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White papersAccessing private assets: One structure doesn’t fit all
Governments and regulators around the world continue to make private markets more accessible. We explore the fund structures gaining the most attention outside the US, like RAIF, Part II UCI, ELTIF, and SPC.
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White papersAllocation Views: Staying in the saddle
Potential volatility linked to the upcoming US election, alongside seasonality concerns, leads Franklin Templeton Investment Solutions toward a neutral allocation to risk assets.
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White papersEmerging Markets Insights: All eyes on the Fed
In this issue, the Franklin Templeton Emerging Markets Equity team highlights a potential semiconductor earnings recovery and likely US and global interest-rate cuts as drivers of performance in emerging markets.
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White papersHow UK equities have performed in rate-cutting cycles
The BoE has started cutting interest rates—what does this mean for the UK equity market? Franklin Templeton Institute’s Chris Galipeau and Lukasz Kalwak explore prior rate-cutting cycles for answers.
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White papersHow global equities performed in prior Federal Reserve easing cycles
As the Federal Reserve gears up for a rate cut, Franklin Templeton Institute’s Chris Galipeau and Lukasz Kalwak revisit their asset-market performance study. This time, they focus on the global equity market impact.
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White papersUS Fixed Income Navigator: Making sense of market inefficiencies
This paper contains the latest views based on data analysis using the Franklin Templeton Institute’s US Fixed Income Navigator, with a special emphasis on rising opportunities from a series of potential market inefficiencies.
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White papersGlobal bonds: Unlocking investment opportunities in 2024
The Franklin Templeton Fixed Income team is seeing some compelling opportunities across global fixed income markets. Learn how expanding portfolio exposure to include different sovereign issuers and currencies can offer added return and diversification potential.
