Latest Manager Research – Page 256
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White papers‘Cop 26 and The Importance of Net Zero’ Martin Currie - a Franklin Templeton specialist investment manager
Martin Currie: 2021 could prove to be a pivotal year in the fight against climate change and the race towards Net Zero emissions.
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White papersThe Investment Podcast by M&G Investments
As we enter 2021, this podcast examines some of the narratives that have emerged from the real estate sector during 2020 and how much truth there may be to them in the coming year.
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White papersEmbracing change The future of the office sector post-COVID-19
In this paper, we examine how office space will continue to add value to employees and employers after the current health situation has subsided.
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White papers*A 3-D outlook for Asia & China equities – domestic, digitalisation, diversification*
Chinese and Asian equities roared back in 2020, outperforming peers thanks in no small part to an effective control of the pandemic. Asia is again the engine of global growth in 2021, helped by the emergence of significant intra-Asia trade. China, the largest economy in the region, continues its structural transition toward higher quality growth. In our view, the stage is set for Asian and Chinese equities to do well again this year.
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White papersThe Green Transition: Implications of the European Recovery Plan
Despite questions over financing the European Union’s (EU’s) new Green Deal, the green transition is now under way. The implications for bond investors are clear and urgent.
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White papersEuropean Banks’ Resiliency Tested By Covid-19 Pandemic
Franklin Templeton’s David Zahn, Head of European Fixed Income, and Tom Petersson, European Financials Research Analyst, discuss the fundamentals and valuation of the European banking sector and how the sector has weathered the COVID-19 pandemic.
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White papersReal Assets House View
No-one ever said predicting the future was easy, but this report represents our best collective judgement on the current and future investment themes we believe will shape the real assets market.
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White papersThe COVID Nudge
In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.
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White papersWhat is the problem with cryptocurrency (bitcoin)?
Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased.
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White papersChinese New Year: How Investors Might Navigate Markets In The Year Of The Ox
What’s in store in the Year of the Ox—are our portfolio managers bullish, or will the year play out like a bull in a china shop? Read their outlook.
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White papers*Fixed income outlook – From despair to hope*
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields.
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White papersWhy we think UK real estate can flourish after the Brexit deal
With some major hurdles likely to fall in 2021, we believe that certain parts of the UK real estate market are at a turning point and set to perform strongly over the next few years.
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White papersAEW Research Report - January 2021
With many investors focusing on large scale logistics warehouses, we examine in this report the fundamentals of the smaller scale light industrial and urban logistics markets.
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White papersOn My Mind: Investment Strategies For A Booster-Shot Recovery
Dr. Sonal Desai shares her investment views and strategies for the post-pandemic recovery.
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White papersFranklin Templeton Investment Solutions: Allocation Views
It seems like global financial markets and economies are experiencing a never-ending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty.
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White papersGlobal Equities: Four Things We Are Watching In 2021
Stephen Dover shares four investment themes he’s thinking about as the world recovers from the COVID-19 pandemic.
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White papersFuture financial footprints: Europe takes next steps on sustainable legs
Almost three years since the European Commission put its sustainability plan into action – and amid a second tranche of proposed reforms for the 2020-25 period – we examine the journey to date and map out the most promising routes ahead to reach the High Level Expert Group on Sustainable Finance (HLEG) destinations.
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White papersA not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges.
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White papersHow to Sustain Sustainability
With sustainable investment approaches getting more popular across the globe, some investors inevitably question whether they could be potentially compromising the performance of their investments for the sake of good citizenship.
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White papersEU Outlook Brighter, but Watch the News in Rome
Expect answers next week on whether Italy can form a new government. Elsewhere, U.S. earnings are on track to show Q4 growth, illustrating that the recovery remained intact, and risks to China’s outlook have emerged with the resurgence in COVID cases.
