All Commentary articles – Page 91
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White papersNo Stopping China’s Restocking
FIFO gives China the global distribution edge across export sectors, even those that fell.
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White papersEarnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
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White papersMarket Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
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White papersChina’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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White papersSDG Engagement Equity commentary: Fortune Brands
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
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White papersEconomic outlook: Where is ‘normal’? Will we get there?…
By debating the size of their balance sheets, central banks are showing for only the second time since 2008 that they may be worrying about our addiction to QE. QE can be credited with unblocking the system in 2009 and keeping it oiled in 2020.
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White papersThe Fed’s Long, Hot Summer
As the global economic recovery roars ahead, but with growing concerns about the effects of unprecedented policy stimulus, Franklin Templeton Fixed Income Views explores the implications for fixed income investors.
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White papersPrivate Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?
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White papersPlay your part: Investing to support the climate transition
A holistic assessment of climate change risks, opportunities and solutions.
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White papersMidyear Outlook: Guarding For Inflation And Searching For Quality
In this global investment outlook, our investment professionals across asset classes focus on the second half of the year and examine the uneven global recovery from COVID-19.
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White papersChina Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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White papersAre infrastructure investors ready for rising climate-related risks?
On 7 June 2021, the G7 agreed to make climate reporting mandatory, in line with the recommendations of the global Taskforce on Climate-related Financial Disclosures (TCFD).
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White papersCommodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
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White papersShot in the arm for industrial
COVID-19 hit the global economy hard in 2020 with real estate not immune. But certain sectors such as industrial have been resilient and even benefited during and coming out of this downswing.
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White papersRenewable energy trends in Europe
Capital Dynamics shares its perspective and insights on how the global energy infrastructure landscape has evolved and why there is reason to be optimistic about the opportunities for renewables in Europe.
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White papersThe complexity premium in infrastructure debt
We believe the return advantages offered by private assets are about more than just illiquidity. Here we discuss how infrastructure debt secures better returns through complexity.
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White papersFrom social wash to social value
The inequalities highlighted by COVID-19 have led to much soul searching, including among investors on whether they are doing enough to address the issues of the day.
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PodcastThe Electrification of Mobility
As oil prices start to go up and sustainability goals have become top of mind for many drivers, vehicle and machinery electrification have increased in popularity—now more than ever. So what are global vehicle manufacturers doing to meet consumer demand?
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White papersChina Calling: The Rise Of Chinese Bond Markets
Our fixed income experts review China’s market policy, economic reforms and forward-looking innovations. We examine sovereign bonds, commercial banks, currency and corporates, and offer views to help inform your decision making.
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White papersH2 2021 Investment Outlook - Inflation blows on markets, and investors need to act
The Covid-19 crisis has transformed the world with far reaching consequences that markets are now starting to assess. The most important one being what will be left of the Great Recovery following the crisis.
