Content (314)
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White papersEvergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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White papers
The GCC Market in a Green-Energy World
Natural resources are increasingly important in GCC economies when discussing asset classes, and the region has a lot to offer in terms of ESG improvements.
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White papers
Quick Thoughts: Addressing Undiversified Risk
Our Chief Market Strategist, Stephen Dover, and Katrina Dudley, Investment Strategist for Franklin Templeton Mutual Series, discuss diversification risks.
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White papers
Allocation Views: An Uneasy Truce
In this Allocation Views, our Franklin Templeton Investment Solutions team explores the potential benefits of adding alternative assets to a balanced stock/bond portfolio.
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White papers
On Central Bank Tapering and European Fixed Income
As markets try to look past the COVID-19 pandemic, the question of when central bank support will be withdrawn is a critical one.
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Video
How Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets
What could Afghanistan’s humanitarian crisis mean for frontier and emerging markets? Our Chief Market Strategist Stephen Dover discusses the situation with Bassel Khatoun, Director of Research, Franklin Templeton Emerging Markets Equity.
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White papers
Historic IMF SDR Allocation: What Does It Mean for Emerging Market Debt?
The recent IMF allocation to member countries will look to build confidence and foster the resilience and stability of the global economy.
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White papers
Deep Water Waves
Join the discussion with our strategists and explore the interplay between the long-term drivers that face investors over the coming decade.
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White papers
Eurovision: Scores of Return Potential
Mutual Series Portfolio Managers Katrina Dudley and Mandana Hormozi discuss why Europe deserves renewed attention.
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White papers
China: Red Moon Rising
China’s equity market saw strong performance in 2020 but has faced a setback this year amid regulatory tightening and other headwinds.
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White papers
On Post-Pandemic Growth and Inflation
Ed Perks examines the factors should likely support economic growth, and how he views inflation.
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White papers
Southeast Asia’s internet economy: On a fast track
This issue of Trends Reinforced explores investment opportunities in Southeast Asia’s internet economy.
