Equities – Page 2
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Japan’s corporate transformation fuels renewed optimism
After a 34-year wait Japan’s stock market has reached a new record high, driven by optimism about corporate governance changes and attractive valuations. Following a stellar rally over the past year, Carl Vine, Co-Head of Asia Pacific Equities, believes there are further chapters to come in the Japanese equity story and the ongoing transformation of corporate culture offers potential opportunities for patient, engaged investors.
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Allocation Views: A healthy correction
An improving macro environment is typically associated with strong markets, which is causing Franklin Templeton Investment Solutions to maintain a tilt toward riskier assets.
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Emerging markets are gaining interest
“In the search for equity opportunities, Emerging Markets may offer appealing valuations and exposure to long-term growth opportunities.”
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Climate investing is an opportunity for Emerging Markets
Climate pathways are integral to economic and market expectations, and investors must increasingly focus their attention on the impact of the energy and climate transitions, particularly in Emerging Markets (EM). Last year’s record-breaking temperatures were a stark reminder that the global economic landscape is undergoing profound shifts; 2023 was the hottest year on record, with average temperatures exceeding 1.5°C of warming above pre-industrial levels.
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Your Questions Answered: Global Emerging Markets
In the latest in our ‘Your Questions Answered’ series, Chris Clube, Co-Portfolio Manager on the GEMs strategy, discusses the team’s definition of a ‘quality’ company, their view on investing in Chinese equities and whether the India growth story is overhyped.
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Korea discount: a dream deferred?
South Korean authorities are looking at a number of measures to address the ‘Korea discount’. Most won’t work, says Jonathan Pines, Lead Portfolio Manager, Asia ex-Japan Equity.
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Causality Approach Applied to Clean-Tech Equities
The clean-tech industry has experienced remarkable growth, bringing forth groundbreaking technologies and sustainable solutions. This research article delves into the examination of factors that shape the evaluation of net-zero assets in various sectors and themes.
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Euro area: Worst over, slow recovery ahead
”Confirmation of no recession for the Euro economy, improving business sentiment and the ECB going to cut rates should support European equities including small caps.”
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A burgeoning force in the global economic order
Asia’s future looks bright. It has some of the world’s fastest growing economies and some of the most innovative companies globally. Dominic Howell caught up with David Perrett, Co-Head of Asia Pacific Equities, to discuss Asia’s growing importance in the global economy – and why he is excited about the prospects for Asian equities.
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Stay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
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Macroeconomics, Geopolitics, and Strategy - April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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A window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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Sustainable Global Equity Report, 2023
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. In this report, the Sustainable Global Equity team explain why the life sciences industry is well positioned to benefit from structural trends.
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China: The unloved trade
Whisper it quietly but, despite a sea of negative sentiment, equities in the world’s second largest economy have held their ground in recent months. Could the contrarians be onto something?
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The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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Broaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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Equity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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Emerging Markets Equity: Diversifying supply chains
Franklin Templeton Emerging Markets Equity expects multinational companies to maintain at least part of their production capabilities in China, while continuing to expand or enter new markets.
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Global Investment Views - April 2024
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities and increase in yields. Now, the big questions are whether this can continue given the already strong market movements, and whether these earnings expectations are credible?
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Q1 2024 CIO Review and Outlook
CIO Sean Taylor says macro uncertainty may moderate in the coming months, placing greater importance on active investing for generating alpha in emerging markets.