2023 Top 500 ranking: 13
Franklin Equity Group’s Matt Moberg and his team highlight three reasons we may be experiencing the demise of mean reversion investing and how we may be at the beginning of a period in which growth outperforms value.
You can now read the full whitepaper at the link below
In this latest Global Macro Shifts, India offers new economic and investment advantages, as both long-term reforms and recent, post-pandemic changes in the global economy combine fortuitously, according to Templeton Global Macro.
Franklin Templeton Fixed Income believes the US economy shows strength, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycles. Read more in the latest Sector Views.
A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa, from Benefit Street Partners Managing Director Anant Kumar.
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