2024 Top 500 ranking: 15
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
Potential volatility linked to the upcoming US election, alongside seasonality concerns, leads Franklin Templeton Investment Solutions toward a neutral allocation to risk assets.
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.
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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