Content (673)

  • sectorviews0724-640x360-insightsmasthead

    White papers

    Central banks—Will inflation stay, or will it go? Fixed Income Sector Views

    2024-07-22T11:43:00Z

    Franklin Templeton Fixed Income believes an allocation to fixed income continues to make sense given the high yields and income provided by high-quality, short-maturity securities. Read more in the latest Sector Views.

  • bsp-gate-0724-inst-640x360-insightsmasthead

    White papers

    Private Credit: Barbarians inside the syndicated loan gates

    2024-07-15T11:25:00Z

    In the syndicated loan market—during times of borrower distress—documentation loopholes are allowing majority lenders to disproportionately benefit at the expense of minority holders. This practice, known colloquially as “lender-on-lender violence,” presents a significant challenge to the sector. The menace is growing by the day.

  • diverging-growth--masthead-640x360

    White papers

    Emerging Markets Insights: Diverging growth trajectories

    2024-07-10T15:37:00Z

    Emerging market equities continue to show resilience despite bouts of market volatility tied to elections and other factors. Get the latest insights and market outlook from Franklin Templeton Emerging Markets Equity.

  • FT6

    White papers

    The critical role of high-quality impact reporting in sustainable investing

    2024-07-10T15:37:00Z

    The world of finance is constantly changing, and one of the prominent trends is the increasing attention to green, social and sustainable (GSS) investments. The issuance of GSS bonds has become a beacon for progress, signaling a commitment to environmental stewardship and social well-being.

  • FT5

    White papers

    On My Mind: Let’s spend lots of money! US elections and fiscal prospects

    2024-07-10T15:36:00Z

    In this “On My Mind,” I want to focus on the US fiscal outlook, its relationship to inflation, and the implications for interest rates and bond yields. Let’s start with a snapshot of the US federal govern ment’s fiscal deficit for the past three decades. For the first half of this period, fiscal policy looked fairly prudent, and the deficit averaged slightly more than 1% of gross domestic product (GDP). 

  • FT4

    White papers

    Central Bank Watch: A slow burn

    2024-07-09T15:36:00Z

    The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).Each central bank is scored on three parameters: Inflation Outlook Perception, Quantitative Easing/Liquidity Management Programs, and Interest Rate Forward Guidance. Each parameter can be scored from a range with a minimum of -2 (dovish) and a maximum of +2 (hawkish). 

  • ft2

    White papers

    Allocation Views: Balanced risk across assets

    2024-07-08T15:35:00Z

    In this month’s Allocation Views, despite a constructive growth outlook, global equity markets remain at extended valuations and sentiment has repeatedly breached exuberant levels. A bumpy but ongoing disinflationary process suggests this is not the time to take aggressive positions in portfolios. 

  • socialinfra-main-banner-2024-1600x500

    White papers

    Measuring impact and driving change in real estate

    2024-07-04T16:24:00Z

    Welcome to the fifth Annual Impact Report of the Franklin Templeton Social Infrastructure Strategy

  • Why Social Infrastructure Now? Opportunities for Impact-Focused Investors

    White papers

    Why Social Infrastructure Now? Opportunities for Impact-Focused Investors

    2024-07-01T15:38:00Z

    As real estate markets continue to evolve, investors can capitalize on the growing demand for social infrastructure assets. We believe the current environment provides an attractive entry point to investments that can provide long-term stable cash flow. By embracing a finance-first impact investment approach – where both market-rate returns and impact are targeted - investors can contribute to positive social and environmental outcomes while achieving their financial objectives.

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    White papers

    Understanding the value of the Ethereum network

    2024-06-28T11:47:00Z

    Ethereum’s extensive developer community and its leading role in sectors like decentralized finance, non-fungible tokens and gaming highlight its significant impact on the decentralized digital economy and its position at the forefront of Web3 innovation.

  • FT

    White papers

    Asia’s surge: The semiconductor ecosystem of tomorrow

    2024-06-27T15:35:00Z

    The semiconductor industry plays an integral role in driving technological innovation and economic growth, particularly in Asia, according to Franklin Templeton’s Marcus Weyerer. Read more about the key players and emerging contributors in the region.

  • FT

    White papers

    Creditor-on-creditor violence in Europe: Fertile ground or safe harbour?

    2024-06-26T08:27:00Z

    Roger Lawrence, Head of Legal (Special Situations and Liquid Credit) at Alcentra, believes debt investors in Europe are better insulated than the United States against the risk of losing value to some of the more aggressive tactics seen today, informally known as “creditor-on-creditor” violence.