Content (643)
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White papersCentral Bank Watch: Easing on the horizon
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).
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White papersDollarisation in emerging markets
The Franklin Templeton Fixed Income team believes nations facing economic turmoil, marked by currency devaluation and hyperinflation, see dollarisation as a fast track to restoring economic equilibrium.
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White papersThe case for US and EU industrial real estate
Notwithstanding some near-term challenges and regional differences, Clarion believes industrial real estate will remain a compelling long-term investment opportunity across the European Union and the United States.
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White papersReady for a deluge of new high-yield issuance?
US high-yield issuers are likely to refinance their pandemic-era debt and potentially benefit from lower interest rates in the next two years. The US Federal Reserve’s pause in rate hikes, the market’s expectations of rate cuts and the increase in mergers and acquisitions may incentivize high-yield issuers to come to market sooner rather than later, according to Glenn Voyles.
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White papersCredit markets: Finding opportunities requires patience and persistence
Brandywine Global sees plenty to like in credit markets. But dexterity and patience are key to finding opportunities and avoiding risks.
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White papers2024 Private Markets Outlook: Compelling opportunities amid a liquidity crunch
After a challenging 2023, we think that institutions who can be a provider of liquidity to others or have the flexibility to deploy additional capital will be able to take advantage of some unique and compelling risk-return opportunities in 2024.
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White papersConsider This: Indian elections 2024
India stands on the precipice of a significant election, with incumbent Prime Minister Narendra Modi seeking a third term. Kim Catechis, Investment Strategist at Franklin Templeton Institute, provides an analysis of factors that could bode well for Modi’s campaign as well as implications of potential demographic shifts in one of the world’s largest democracies.
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White papersConsider This: Canals are becoming chokepoints
The importance of major canals to global trade cannot be underestimated. Franklin Templeton Institute’s Kim Catechis highlights some of the challenges they face, including militant attacks and climate change.
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White papersWinds of change: Refining the fixed income playbook for 2024
Christy Tan, Investment Strategist at Franklin Templeton Institute explores frameworks that assess the risks and opportunities in different investment pathways, encouraging the building of portfolios oriented around agility, resilience, and growth while navigating the uncertainties and opportunities in global fixed income landscape.
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White papersConsider This: Demographics and long-term growth
Conventional wisdom points to young demographics being a driver of economic growth. The reality is more complicated.
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White papersThe evolution of sustainability-linked loans in direct lending
BSP-Alcentra believe sustainability-linked loans are evolving to cover mid-sized companies and various sectors, highlighting the growing importance of sustainability and ESG factors in the European market.
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White papersConsider This: 2024 elections
Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.
