All Emerging Market articles – Page 14
-
White papers
New 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.
-
White papers
Chinese equities: Conviction amid change
Franklin Templeton Emerging Market Equity’s Micheal Lai expects quality companies in China to deliver growth across market cycles.
-
White papers
Market 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.
-
White papers
You asked, we answer - January 2022
A number of scheduled country-level elections will carry moderate uncertainty. However, while they could bring new faces, they are unlikely to result in abrupt changes from the current generally pro-European and market-friendly stance of large EU countries’ governments.
-
White papers
China’s growth cycle is turning
Senior market strategist APAC Chi Lo discusses how Beijing has shifted to a pro-growth policy and away from painful economic restructuring as growth momentum slows to levels below what is tolerable to Chinese policymakers.
-
White papers
Global Investment Views - January 2022
The resurgence of the virus cycle, central banks’ reactions to high inflation figures, and Evergrande’s unavoidable default have led to some volatility in the market, but these issues have not caused any major disruption. In the battle between growth and inflation narratives, the mantra that bad news is good news for markets continues to prevail.
-
White papers
Engagement Spotlight: Seeking Improved Disclosure in Japan
This week, Neuberger Berman has announced that the firm is seeking improved disclosure from Daibiru Corporation regarding its decision to support its parent company and controlling shareholder, Mitsui O.S.K. Lines’ tender offer.
-
White papers
Select emerging markets set to stand out amid the global tightening cycle in 2022
Templeton Global Macro: the promise of a full recovery in 2021 feels like unfinished business. We expect to get closer to that realized recovery in 2022.
-
White papers
Shooting the rapids in 2022 – Our investment outlook in an infographic
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, and a slowing economic recovery?
-
White papers
The Beginning of the Beginning: Byte, Atom, Gene
Franklin Equity Group is excited about the future; whatever the new year brings, we anticipate enhancements to our ways of life.
-
White papers
The Decarbonizarion Challenge & Path Toward Green Steel
The global steel industry is presented with a number of challenges to reduce its carbon footprint, and this is especially true in emerging markets.
-
White papers
Markets Gird for Reduced Liquidity
ClearBridge Investments continue to recommend a balanced approach to the markets, including both growth and value stocks and with an emphasis on quality companies.
-
Podcast
2022 Outlook Series: Investing Through Climate Risk
Climate change is already having material impacts on public and private asset classes across developed and emerging markets.
-
White papers
Emerging markets: Tech trends and more in 2022 and beyond
Beyond the pandemic, there are long-term technology trends shaping the future in emerging markets, according to Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness.
-
White papers
Emerging Markets: A Constructive 2022 in Sight
Companies with structural growth drivers aligned with digitalization, decarbonization and other transformative trends will emerge as the long-term winners.
-
White papers
Global Growth Equities in 2022: One Step Forward, One Step Back
The tug of war between value and growth stocks will almost certainly persist, but there are long-term opportunities in growth stocks globally.
-
White papers
Liquidity Stress Testing in Asset Management - Part 4. A Step-by-step Practical Guide
This article is part of a comprehensive research project on liquidity risk in asset management, which can be divided into three dimensions.
-
White papers
Economic Outlook Roundtable
The global economic recovery looks set to continue in 2022, but a number of risks remain—from tangled supply chains to lingering price pressures. Join our panel of experts as they explore these issues from both the “top-down” and “bottom-up.”
-
White papers
Market Scenarios and Risks - December 2021
We change the narrative and the probabilities of the scenarios in line with our 2022 Outlook. The central scenario assumes that Covid becomes endemic with multiple waves albeit manageable, fiscal levers remain significant and tied to monetary policy and growth comes back to potential in 2023.a
-
White papers
Real Rates Are the Key to This Cycle
Most of the consensus trades for 2021 failed in the second half of the year, and we think understanding why could be critical to unlocking the rest of this unique cycle.