Content (661)
-
White papersEmerging markets: From risky to resilient?
A deep dive on emerging markets by Franklin Templeton Fixed Income highlights how emerging markets may be becoming more resilient thanks to higher currency reserves.
-
White papersEuropean loans: Why now?
BSP-Alcentra believes the European loan market has a more defensive sector profile, and an allocation to European loans is still very attractive, even within a declining interest-rate environment.
-
White papersAllocation Views: Step to the sidelines
Our Franklin Templeton Investment Solutions suggests the outlook for global economic activity remains constructive and should support moderate return prospects for riskier assets in the medium term.
-
White papersEmerging Markets Insights: India elects
India’s election, China’s IPO pipeline and US interest rates are on the radar of our Emerging Markets Equity team in this issue. The team shares its latest outlook.
-
White papersEuropean logistics: Why now?
Over the past two years, the industrial sector has returned to more typical demand levels with the lockdown-induced frenzy slowing. Despite this, Clarion Partners maintains a positive outlook for the sector’s long-term prospects.
-
White papersUnlocking potential: How the corporate credit maturity wall may boost convertible securities
Franklin Templeton Fixed Income examines the maturity wall for corporate issuers across the convertible and other credit markets, considers the costs of issuing debt and weighs the benefits of utilizing the convertible market for refinancing needs.
-
White papersConsider This: Will BRICS+ dethrone the US dollar?
Given the recent expansion of the “BRICs” countries to include five new members, will the US dollar remain the world’s reserve currency? Franklin Templeton Institute’s Kim Catechis looks at the implications for investors.
-
White papersConsider This: European Union elections
EU citizens go to the polls in June—here’s a look at the investment implications from Franklin Templeton Institute’s Kim Catechis.
-
White papersUnlocking opportunities: Understanding the growing secondary market
The global secondary market has grown over the past three decades primarily because of the increased supply of capital committed to private investment funds, according to Lexington Partners. They believe the backdrop for the secondary market in 2024 continues to remain attractive.
-
White papersNavigating key questions in fixed income investments
This paper contains our latest views based on data analysis using the Franklin Templeton Institute US Fixed Income Navigator (FIN), with a special emphasis on elevated volatility, the potential for interest rate cuts, and a shift to a brighter bond market environment.
-
White papersAllocation Views: A healthy correction
An improving macro environment is typically associated with strong markets, which is causing Franklin Templeton Investment Solutions to maintain a tilt toward riskier assets.
-
White papersEmerging Markets Insights: China’s market rebounds
Our Franklin Templeton Emerging Markets Equity team has their eye on three things in this issue: China’s equity rebound, a recalibration of US interest-rate expectations, and commodity prices.
