2024 Top 500 ranking: 15
We believe water risk must be accounted for in portfolios today, not in 2030 or 2050. But how can this be done? We outline how water is impacting the day-to-day operations of investee companies and what the risks are.
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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