Global investors are facing extraordinary economic, political and financial market conditions that risk sending the world into a perilous period. In particular, we are closely watching several key areas of concern, including:
In early 2018, Templeton Global Macro (TGM) published Global Macro Shifts issue 9— Environmental, Social and Governance Factors in Global Macro Investing [GMS-9]. The paper explored how we evaluate environmental, social and governance (ESG) factors in our macroeconomic research process and described the process of codifying the team’s research discussions into quantifiable scores.
How impact management contributes to specific targets and indicators behind each Sustainable Development Goal.
Companies getting serious about shareholder value spell opportunities for investors.
Our CIOs’ Global Investment Outlook highlights what shocks could affect the market and where they see opportunities.