All Global articles – Page 6
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White papers
Global Sustainability Strategy – An update on how we deliver meaningful returns
The latest version of our Global Sustainability Strategy (GSS) updates our strategic approach to applying sustainability considerations to how we invest for clients and how we operate as an organisation. It includes areas where we have made progress since the first edition and our priorities for the coming two years.
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White papers
Global fixed income outlook 2024: opportunity knocking
The world appears to have moved beyond the height of interest rate hikes, inflation and economic acceleration.
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White papers
Year-end rally turning uncertain in 2024
“After the 2023 rally, it’s time to embrace a diversified approach and search for opportunities across the board, including emerging markets.”
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White papers
Central Bank Watch: Hold your horses
The Franklin Templeton Fixed Income (FTFI) Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea).
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White papers
Ozempic can’t help your overweight in big tech: Global ETF diversification ideas for 2024
The start of a new year brings a chance for reflection and re-evaluation. For investors, a chance to rebalance. Franklin Templeton ETFs’ Dina Ting and Marcus Weyerer highlight the pitfalls of overweight exposure to mega tech stocks and where in the world to look for diversification in 2024.
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White papers
Fixed Income Investment Outlook: 1Q 2024
Amid slower economic growth and more benign monetary policy, we believe that this year bond prices will be driven less by inflation and central bank policy and more by economic growth dynamics. Rather than seek to play the timing of interest rate reductions, we think it will be more effective to focus on the ultimate destination of rates and adapt portfolios accordingly.
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Video
Talking Markets – Smaller Companies Special
In this special edition of Talking Markets, Jonathan Willcocks, Global Head of Distribution, sits down with small cap Fund Managers, Gervais Williams, Alan Rowsell, Imogen Harris and Nick Ford to gather their expertise and find out why the pendulum may already be swinging back towards small caps.
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White papers
Sustainability watch: loss and damage fund, offshore wind, and cleantech
Our selection of sustainability news from December includes the launch of a new loss and damage fund for developing nations, the world’s largest offshore wind farm, and the deployment of cleantech projects.
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White papers
Outlook 2024: Prepare for changes in the investing climate
Heading into 2024, it is difficult to remember another time when the outlook was so uncertain. Recession or expansion? Inflation or deflation? Higher interest rates for longer or central banks preparing to pivot? Take your pick and you will find a pundit arguing for each scenario as if it was a foregone conclusion.
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White papers
Equity Outlook: Three Questions for Investors in 2024
It’s hard to chart a course through equity markets in times of uncertainty. Here are our thoughts on some of the big questions on investors’ minds today.
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White papers
The what, why and how of the global fixed income and municipal markets
The evolving fixed income market environment - Key 2023 themes
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White papers
The smart value-add investor – 2024 edition
When the market turned decidedly negative in early 2022, the strong value-add investment opportunity in the wake of the global financial crisis (GFC) came back to mind for many and inspired a number of real estate players to repeat that success. Substantial amounts of capital have since been raised, but very little of it has been invested to date.
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White papers
Real estate outlook 2024
Private real estate came back down to earth in 2023, hampered primarily by elevated interest rates which weighed on values. Global investment volumes continued to fall throughout the year, with less capital coming into the sector and with buyers and sellers generally unable to agree on price.
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Podcast
Fixed on ESG, Ep. Ep. 20 – COP28: Dissecting Climate Progress and Pledges
A review of the takeaways from COP28, the United Nations Climate Change Conference, hosted in Dubai, UAE.
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White papers
Time for credit – why we like investment grade
To better understand the impact of potential macroeconomic scenarios on the asset class, we have undertaken a sensitivity analysis of the global investment grade corporate bond market. This sensitivity analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty. We believe fixed income, in particular credit markets, have become a much more attractive proposition for investors.
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White papers
‘Peak rates’ and opportunities for credit selection in 2024
After two years of declines, 2023 proved to be another tough year for bond investors. However, a powerful rebound towards year end helped the global bond index end the year in positive territory for the first time in three years. Below, Jim Leaviss, CIO Fixed Income at M&G Investments, shares his views on the prospects for bond markets in today’s ‘peak rates’ environment, while senior credit portfolio manager Richard Ryan looks at the opportunities presented by fundamental credit selection.
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White papers
What has 2024 got in store for DB pensions and how will fiduciary management evolve?
For a pensions market that is all but closed to new members, you would be forgiven for perhaps expecting defined benefit (DB) pension schemes to be taking it easy. In reality this couldn’t be further from the truth. Mansion House reforms, increasing numbers of bulk annuity deals, and consolidation, all set against the backdrop of the upcoming General Election, mean that 2024 is set to be a year with many twists and turns.
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White papers
COP28: So Near and Yet So Far
Though not enough to limit warming to 1.5°C, and weaker than some had hoped, the outcomes of the climate conference are better than many had feared.
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White papers
Global Investment Views - January 2024
”While the year-end rally may offer some tactical opportunities, we keep a sightly cautious view on equities as markets are priced for a Goldilocks scenario.”
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Podcast
Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally?
In our last Convictions podcast of the year, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down last week to discuss whether any of the recent policy comments or economic data publications might have impacted our main calls for 2024.