All Commentary articles – Page 78
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White papersThe return of the European consumer
European consumer spending rebounded in 2021, but it lagged the much stronger recovery in the United States. In 2022, I expect that gap to close. Despite numerous headwinds, like soaring energy prices and falling consumer confidence, I believe Europeans will be saving less of their income this year and that there is enough pent-up demand to propel robust consumption growth.
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White papersGlobalization: “So Why Can’t You Export Haircuts?”
It’s the year 2032. Will planes still take us to far-off lands or will VR headsets transport us, could your hair stylist live on the other side of the planet?
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White papersWhat are the merits of a public-private equity investment approach?
Combining public and private equity investments in the same portfolio brings investors the best of both worlds.
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White papersCentral Bank Watch
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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VideoNeuberger Berman’s Multi Sector Fixed Income Funds
In this short video, we two of introduce Neuberger Berman’s Multi-Sector Fixed Income Funds looking at some of the distinctive features of our capabilities in this space.
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PodcastBiodiversity: Episode 4
There are a growing number of challenges that agriculture is facing, in part due to the increased demand for food as a result of a growing population and changing diets.
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PodcastThe Weakest Links in the Global Supply Chain: Part III
As we conclude this series on the global supply chain crisis, we would be remiss to not discuss a major disruption that impacts so many of us: technology.
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Video“More can be spent than thought on the SDGs and the Paris pledges“
Trillions of dollars are needed for the UN’s Sustainable Development Goals and those of the Paris Agreement to be met – both are critical for a sound and sustainable economy. Yet existing policies are hindering the necessary flows of capital and require a reset. Enter Modern Monetary Theory (MMT).
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White papersOn My Mind: The Long and Winding Road…
With inflation running at multi-decade highs, Franklin Templeton Fixed Income Chief Investment Officer Sonal Desai believes major central banks are well behind the curve to tighten monetary policy—and why she thinks markets still underestimate the long, volatile adjustment period that lies ahead.
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White papersUK Equities: Where Next?
Despite the pressures on household finances, there are encouraging signs for continued UK economic growth—and attractive market valuations.
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White papersInvestment Viewpoint: Asia Fixed Income Outlook 2022
2021 was historic for our asset class by many accounts. Asian High Yield (HY) had its worst annual performance since 2008, down over 11% and recorded a default rate of 13%.1 There was an unprecedented USD 50 billion of Chinese HY defaults which means one third of Chinese HY defaulted in 2021.
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White papersSeven Important Stewardship Themes for 2022
Martin Currie: All around the globe, 2022 will see significant changes in the stewardship landscape as it moves even more into mainstream investing.
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White papersSaving the World is Hard
ESG investing has a long way to go, but why shouldn’t global financial markets do their part?
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White papersWhat’s the outlook for European asset-backed securities in 2022?
European asset-backed securities (ABS) outperformed many other areas of fixed income last year as investors were drawn by their floating rate properties and supportive fundamentals, including a resilient labour market and low arrears in underlying asset pools. But how strong is the outlook for securitisations in 2022?
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White papersSupply Change: How logistics is racing to meet demand
Core industrial property prices have never been as elevated as they are now, so selecting assets for which occupiers will pay higher rents is increasingly crucial to investment performance, argues UBS Asset Management’s Brice Hoffer.
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White papersMacro Perspectives: Have we reached the pivot point?
In this Macro Perspectives, our economists discuss what’s fueling inflation and how policymakers are combating it without dampening growth—they offer differing views on whether inflation will abate or accelerate as the year progresses.
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White papersAre Markets Signaling a Slowdown?
We see no sign of impending recession in calm credit markets, and in our view the flattening Treasury curve likely has more to do with the market’s failure to recognize growing structural inflationary forces.
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White papersInflation and the Incredible Demand for Durables
Brandywine Global: Inflation is the topic du jour. What is behind the multi-decade highs in inflation, particularly in the U.S.? A closer look at durable goods sheds some light.
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White papersFive reasons to invest in timberland
Capital allocation across industries is competitive and, like all alternative asset classes, timberland must earn its position in an institutional portfolio. The case for investing in timberland rests on five principles.
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PodcastEM Debt in 2022: China, COVID & Central Banks
What lies ahead for EM debt markets in 2022? Risks include higher rates and inflation as well as uncertainties surrounding China and the path of the pandemic. But with defaults still low and spreads wide by historical standards, opportunities look likely to arise.
