All Equities articles – Page 38
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Research Report
Thematic equities as an alternative to fully diversified equity portfolios
Thematic equity strategies can also serve as alternative to – or replacements for - global equity portfolios that invest across industry sectors.
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Research Report
Thematic equities within global equity asset allocation
Although the core-satellite approach is fairly popular, the majority of professional and non-professional investors allocate capital by region. It’s a strategy that divides the investible universe into large regional blocks such as North America, Western Europe and Asia-Pacific.
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Research Report
Thematic equities as satellite allocations
Investors pursuing a core-satellite approach will find that thematic equities can work particularly effectively as satellite investments.
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White papers
The Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?
Reforming the European fiscal framework would improve the resilience of the Eurozone…provided that fiscal discipline is not abandoned.
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White papers
Covid headwinds ease as China risks rise
At the time when EMs are navigating towards a healthier environment (Covid cases numbers shifting downward and vaccination rollouts speeding up), China’s selfinduced deceleration is now looming.
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White papers
Emerging Markets: Poised for a Timely Recovery
The poor performance of emerging market (EM) equities relative to the U.S. equity market over the last decade is a salutary reminder that stock markets and economies are very different beasts. Find out why Origin Asset Management believes EMs are poised for recovery.
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White papers
Shifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation
The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival. In addition to the temporary effects associated with supply chain bottlenecks (semiconductors, energy, copper, etc.) during a sudden upturn, there is the question of a potential change in the inflation regime.
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White papers
Global Investment Views - October 2021
Recently, financial markets have had to digest some mixed signals from the US economy (August jobs report and retail sales, latest CPI). The Fed announced a potential tapering, but the overall approach will be gradual and the ‘not enough growth’ narrative will remain dominant.
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White papers
Economic and Market Review: Key Considerations for Equity Investors
Why we think the equity bull market can last at least until mid-2022.
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White papers
Investing Reinvented - Capturing Disruption in Companies and Portfolios
In a world of pervasive innovation, investors need a new mindset to identify transformational companies and portfolio strategies with true return potential. But reaping the benefits of innovation also requires some old-fashioned fundamental sense.
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White papers
Innovation Insights : Did The Fourth Industrial Revolution Kill Mean Reversion Investing? We Think So
Franklin Equity Group’s Matt Moberg and his team highlight three reasons we may be experiencing the demise of mean reversion investing and how we may be at the beginning of a period in which growth outperforms value.
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White papers
Europe: reasons for optimism…and caution
In this paper, investment director Martyn Hole explains why the backdrop for Europe is increasingly positive, but that there are risks that warrant caution.
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White papers
10 trends that will define the future of emerging market investing
In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years.
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White papers
Quick Thoughts: Digital Trends Impacting Investors And Advisors
Recently, our Chief Market Strategist, Stephen Dover, hosted a roundtable discussing trends at the intersection of innovation and goals-based investing. Investors and financial advisors alike want to understand the fascinating trends that are transforming the investment industry.
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White papers
Growing Pains for EM Corporates Amid China’s Regulatory Crackdown
Chinese corporates are experiencing growing pains as fines and restrictions rain down on sectors like tech, real estate and education—but select opportunities are emerging as well.
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White papers
Evergrande Crisis and Contagion Risks
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
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White papers
October Surprise?
It has been 11 months since the last 5% correction in equity markets, and the coming weeks present a number of significant potential risks.
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White papers
Shifts & Narratives #8 - Post-summer check-up on the regime shift
Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio1 returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.
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White papers
The Recovery Can Still Rely on Europe’s Support
While uncertainties around COVID are maintaining the risk-off sentiment, the U.S. 10-year yield jumped after the U.S. retail sales print.
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White papers
Allocation Views: An Uneasy Truce
In this Allocation Views, our Franklin Templeton Investment Solutions team explores the potential benefits of adding alternative assets to a balanced stock/bond portfolio.