All Equities articles
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White papersGeo-Economics: The Interplay between Geopolitics, Economics, and Investments
Today’s investors need to understand geopolitical trends as a main driving force of markets. This book provides just that: an understanding of the interplay between geopolitics and economics, and of the impact of that dynamic on financial markets.
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White papers
Market Commentary - EM sovereign ratings: more differentiation
With the year starting and the publication of the rating agencies revision calendar for 2021, it is time to take stock of the rating dynamics for EM countries.
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White papers
Red, blue & green: FTSE Russell looks back on US political parties and markets
With a Democratic US President now in office and a Democratic Congressional majority, investors may be tempted to predict where US equity markets go in the coming months based on which political party is in power. Our suggests that investors may want to use a more nuanced lens when constructing go-forward investment strategy.
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White papers
Blog | Russell 2000 sentiment gauge is running hot
Sentiment gauges rebounded sharply this year after a holiday-season dip, propelled by vaccine rollouts and “blue wave” US fiscal stimulus hopes. Enthusiasm for US small caps (and European stocks) is running notably high.
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White papers
Equity factor investing: Putting performance into perspective
What drives the performance of equity multifactor funds? While the value, quality, low risk and momentum factor styles have outperformed over the long term, there have been periods of underperformance. These include the tech bubble of the late 1990s, the Great Financial Crisis of 2008, and now the COVID-19 crisis. Value factor underperformance explains this latest drawdown.
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White papers
ESG investing: how Covid-19 accelerated the social awakening
Since first engaging for stronger UK corporate governance in 1983, to becoming a founding signatory of the Principles for Responsible Investment in 2006, to spearheading the global 2017 Climate Action 100+, we have always shaped the conversation on investment and sustainability.
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White papers
Recovery hopes stay alive despite slow vaccination start
Vaccination roll-out is a mixed picture; Europe is moving slowly. Infection growth could hamper recovery. We maintain overweights in equities, high yield credits and oil.
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White papers
Podcast: Back to a new future
Markets have already priced in optimism about recovery from pandemic crisis. Early trends fit well with base-case and optimistic scenarios in NN IP’s 2021 outlook. Equity markets are likely to have another good year, but with different underlying dynamics.
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White papers
Webinar - The Portuguese presidency: On the Road to a European Recovery Post-Covid
Covid-19 represented an enormous challenge for the European Union in 2020 and appropriate policy actions in the first six months of 2021 are fundamental to kickstart a recovery. The Portuguese Presidency comes at a time when measures are required to stimulate new investments and develop new sources of financing across the EU, while maintaining a resilient financial system.
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White papers
Blog | Is a regime change brewing in Factor land?
Vaccine-fueled hopes for a quicker return to economic normalcy ignited a powerful rotation in Q4 away from long-dominant Quality and Momentum into Value and (smaller-cap) Size factors hit hardest by the pandemic shock since last March.
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White papers
Enhancing diversification in a low-yield world
Simple portfolio structures face potential hazards in light of the low interest rate environment, but the good news is that they can be improved.
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White papers
Global Emerging Markets: country allocation review 2021
Fiscal and monetary stimulus programmes across the world buoyed global markets in 2020 with encouraging Covid-19 vaccine trial results providing an end-of-year boost for investors. However, macroeconomic data is mixed: there has been a lower-than-expected improvement in the service sector and inequality is rising.
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White papers
Is a Blue Wave Enough to Deliver Blue Skies?
Disappointing U.S. employment suggests slowing momentum amid rising cases, but growth is expected to pick up on the backs of greater potential fiscal stimulus and vaccine deployments. Improving data in China confirms the PBOC can pursue its path of less accommodative policy.
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White papers
China equities: the alpha opportunity
China equities took center stage at the UBS Greater China Conference on January 13th with a deep-dive session with expert panelists.
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White papers
Taiwan’s Institutional Resilience
Taiwan is illustrative of a broader transformation in emerging markets over the last decade.
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White papers
Global Equities case study: Vonovia
In our latest case study direct from our Global Equities portfolios, we examine the favourable ESG attributes of current holding Vonovia, a German real estate company.
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White papers
Blog | Small cap sprint continues for US equities
After a Q4 sprint that puts US small-cap stocks virtually even with US large-cap stocks for 2020 in terms of full-year performance (a 21% rise for the US large-cap Russell 1000® Index relative to a 20% rise for the US small-cap Russell 2000® Index), this asset class continues to rise in the early days of 2021.
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White papers
Global Fixed Income Macroeconomic And Sector Views: Q1 2021
Commentary from Franklin Templeton Fixed Income.
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White papers
Chart of the week – 2020 market wrap
The extraordinary sequence of events that unfolded in 2020 from virus outbreak to lockdowns, then from large-scale stimulus to vaccines, produced unusually broad market gains for most asset classes in absolute terms.
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White papers
Franklin Templeton Investment Solutions: Allocation Views
As we enter 2021, financial markets appear to be clinging to a more optimistic view of the world than the one we left behind in 2020. Undoubtedly we have reasons to be more hopeful, but it seems that we still have a greater than usual level of uncertainty over a number of factors that are key to how markets react during the coming year.
