All Commentary articles – Page 81
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White papersEMD in 2022: New catalysts offset gloom and doom
The global outlook remains mired with worries about inflationary pressures, central bank rate hikes, and liquidity withdrawals.
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White papersYear 3 and counting…
Even with challenges posed by new COVID-19 variants, the unpredictable nature of government policy reaction, along with supply-chain disruptions that have led to multi-decade highs in inflation, our Franklin Templeton Fixed Income team believes global economic recovery will remain robust.
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White papersPensions Watch – Issue 16: What’s Been Happening And What’s On The Horizon In The World Of Pensions
In this edition of Pensions Watch, the first for 2022, we consider what’s on the horizon over the next 12 months for UK pension schemes, what these initiatives mean for schemes and why each is key to improving member outcomes.
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White papersNew Year, New Monetary Policy
As markets adjust for an environment of tighter monetary conditions, we preview the key themes of our forthcoming Fixed Income Investment Outlook.
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White papersAsset allocation – A fat (real) tail in 2022
2021 was an awkward ’steady state’ year for financial markets: bonds delivered the worst returns in a quarter of a century except for one year (1999), while equities secured top-quartile (or better) returns over the same period.[1]
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White papersThe Long View: 2022 – The Year of Transition
ClearBridge Investments believe that inflationary pressure will begin to moderate in a few quarters and transition toward the Fed’s 2% target.
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White papersThat déjà vu feeling: The outlook for UK infrastructure
Rewind to the start of 2021; it promised to be a year we would slowly but surely move towards a post-COVID-19 world in our personal and working lives. One year on, there is an air of Groundhog Day as we remain under guidance to work from home with continued uncertainty as to when we will be firmly past the influence of COVID-19 on our lives.
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White papersHedge Fund Strategy Outlook Q1 2022
As we commence 2022, the prospect of a reduction of global liquidity provided by major central banks has increased volatility in the traditional equity and fixed income markets.
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White papersMarket Scenarios and Risks - January 2022
We are making no change to the narrative and the probabilities of the scenarios. The central scenario assumes that Covid will become endemic with multiple, albeit manageable waves, that fiscal levers will remain significant and tied to monetary policy, and that growth will come back to potential in 2023. We assume the Omicron variant will temporarily impact the recovery in Europe.
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White papersLatAm’s political pendulum takes a hard swing to the left in 2021
2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.
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PodcastMacroeconomics and markets in 2022 – Rebalancing supply and demand
What can investors expect after a year marked by new phases of the pandemic and given the prospect of another year that could see further outbreaks, renewed restrictions on mobility and activity? What is the macroeconomic outlook for 2022? What can we expect from the markets?
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White papersOutlook 2022
The heads of our investment platforms welcome the New Year with their views for 2022.
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White papersInvestment Research - Trends for 2022
As worrying new COVID-19 variants emerge, the pandemic is still far from over, while concerns about higher inflation and rising market interest rates persist. Nevertheless, the backdrop for real estate markets in 2022 is one of transition to a new phase of recovery and expansion.
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White papersSeeing More Clearly Through the “Value Chain Lens”
We focus on the solar energy market to show how a Value Chain Lens helps us to identify the business models and companies most likely to thrive in tomorrow’s economy.
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White papersThe Most Important Rate in the Whole Wide World
Markets may be missing the importance of record-low real rates, and the potential impact if they start to rise.
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White papersStriking a balance: Risks to growth require “light-touch” policy on inflation
The Franklin Templeton Investment Solutions assesses the likely path of economic growth and inflation through 2022.
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VideoThree reasons for optimism
The technical picture for munis looks strong heading into early 2022.
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White papersPrivate markets: focus on ESG and transformation
According to our 2022 Investment Outlook, next year will feature growth deceleration, persistent inflation pressure and asynchronised central bank action. 2022 will also be a pivotal year for the transition to carbon neutrality and the development of a more inclusive growth model.
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White papersAnalyzing global cities in the 2020s
Post-pandemic life is on the horizon, but which global markets are best positioned to benefit over the next decade?
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White papersReal estate: why diversification is more than a buzzword
The pandemic has shown the value of a broad asset range and flexible allocation
