All Commentary articles – Page 66
-
White papersChina: Suspended Animation
The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.
-
Asset Manager NewsPATRIZIA delivers robust performance in uncertain market environment
PATRIZIA SE published its H1 2022 financial results today.
-
White papersEquity market downturn: The path forward
In the post-Volcker era, the Federal Reserve (Fed) has typically exhibited a vigilant approach to fighting inflation. Whenever labor market tightness appeared and inflation was beginning to approach its target rate of 2% Core PCE, the Fed would often spring into action with rate hikes. This cycle, however, has been unique, with the Federal Reserve instead permitting inflation pressures to build-up rather than promptly stamping them out.
-
White papersMeasuring the impact of climate change on equity risk and portfolio choice
This article is part of our series on current academic research into a range of sustainable investment topics. The papers discussed were presented at the latest annual GRASFI conference.
-
White papersGlobal REITs Through Economic Cycles
As inflation continues to run at multi-decade highs around the globe, central banks continue to increase their pace at removing accommodation. The Bank of Canada, The Reserve Bank of Australia and the Reserve Bank of New Zealand have all hiked interest rates by 50bps in the month of June, with even the Swiss National Bank surprising the market with a like-kind increase.
-
White papersChina 5G: What doesn’t kill you makes you stronger
Find out more on how Chinese companies have found new ways to leverage 5G technology to adapt to a more stringent regulatory environment.
-
White papersSeven reasons why the time is right to buy EMD
Investors should be grasping at the unprecedented opportunity presented by emerging market debt.
-
White papersMy bandwidth brings all the users to the yard
The principle of ‘network neutrality’ is a vital vehicle for growth in Telecommunication Services, writes Joe Howes, senior credit analyst.
-
White papersFiorino: Is there light at the end of the AT1 tunnel?
Fiorino crosses the barrier into the commonsense-challenging realm of post-GFC bank capital stacks.
-
White papersPublic Engagement Report, Q2 2022
EOS at Federated Hermes takes an in-depth look at supply chains and human rights risks. Plus, why curbing methane emissions is critical to tackling the climate crisis, and all the voting season highlights from Europe and North America.
-
White papersIndia’s real estate resurgence in eight charts
After a protracted downturn, the property market has started to gain traction as demand to build new homes picks up.
-
White papersHigher inflation, recession more likely
In our mid-year Macro Perspectives, our economists discuss whether a stagflation (inflation plus slowing growth) scenario can be avoided, and where investors might find opportunity—or at least temporary shelter.
-
White papersClimate Transition: A World of Compromises (Part II)
Raise your eyes on the horizon—beyond the immediate central bank challenges, the lingering impact of COVID, and the humanitarian crisis in Ukraine—to consider three key climate-related issues that investors will wish they had known about 10 years from now.
-
White papersFixed Income Perspectives - July 2022
The combination of persistently high inflation, aggressive central banks and tightening financial conditions is weighing on financial markets and global growth outlooks. While valuations across many sectors look compelling after the market sell-off this year, we are exercising caution given greater uncertainty and elevated recession risk.
-
White papersFed prayer becomes a plea
The Franklin Templeton Investment Solutions team opines on what to expect from the Fed, gauges the probabilities of a recession and implications for asset markets.
-
White papersFive misconceptions about dividend investing
Our ETF Investment Strategy team takes a closer look into dividend investing.
-
White papersWhat the Ukraine crisis means for markets – and the fight against climate change
As the Ukraine crisis continues, we examine the potential implications for the global economy, the transition to net zero and what it all means for investors.
-
PodcastThe Private Equity of Yesterday, Today and Tomorrow
As we continue to navigate challenging market dynamics including rising inflation, difficult labor markets, elevated valuations and ongoing geopolitical tensions, investors are considering how to fill their expected return gap.
-
White papersUS equities: Opportunities amid turbulence
Franklin Equity Group Portfolio Manager Grant Bowers shares his outlook on inflation and recessionary risks and where he’s finding opportunities in US equities amid recent market volatility.
-
White papersHomebuilder buys nearly 130 lots south of Tampa
Casa Fresca will build entry-level homes on the properties in Riverview and Apollo Beach.
