2023 Top 500 ranking: 13
Head of Equities covers potential tariffs on Mexico and their implications.
After ratcheting up trade tensions with China, the Trump administration has threatened tariffs on Mexico over illegal US border crossings. Our Head of Equities, Stephen Dover, explains why he thinks US-led trade tensions on both fronts are likely to drag out and gives his take on the potential impact on markets.
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In this latest Global Macro Shifts, India offers new economic and investment advantages, as both long-term reforms and recent, post-pandemic changes in the global economy combine fortuitously, according to Templeton Global Macro.
Franklin Templeton Fixed Income believes the US economy shows strength, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycles. Read more in the latest Sector Views.
A look at private credit, and why increased activity in the broadly syndicated loans space is not necessarily a bad thing for direct lending, and vice versa, from Benefit Street Partners Managing Director Anant Kumar.
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