Content (682)
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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.
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White papersHow equities and Treasuries performed in rate-cutting cycles
As we anticipate a potential US interest-rate cut in September, it’s important to consider the historical impact of rate cuts. When the Federal Reserve has cut rates during an economic expansion, history indicates both the equity and Treasury markets have the potential to perform well, says the Franklin Templeton Institute.
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White papersAllocation Views: It’s tricky
Recent market volatility does not change a mostly supportive economic environment, in the view of Franklin Templeton Investment Solutions team, although moderate return expectations might be appropriate. Read their latest views about global investment allocations.
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White papersDeep Waves: Longevity—the undertow to the demographic wave
Franklin Templeton Institute’s Kim Catechis suggests longer life expectancy around the world is a blessing but calls for preparation. This includes financial services firms that can develop longer client relationships by placing extra emphasis on building trust with aging investors.
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White papersEmerging Markets Insights: Small caps shine
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 papersFrontier emerging markets: An untapped investment opportunity
Frontier emerging markets are growing rapidly and may become a larger part of the global economy. This presents an attractive investment opportunity to the Franklin Templeton Emerging Market Equity team.
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White papersCentral banks—Will inflation stay, or will it go? Fixed Income Sector Views
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.
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White papersPrivate Credit: Barbarians inside the syndicated loan gates
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.
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White papersEmerging Markets Insights: Diverging growth trajectories
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.
