All Middle East articles
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White papersThe critical role of high-quality impact reporting in sustainable investing
The world of finance is constantly changing, and one of the prominent trends is the increasing attention to green, social and sustainable (GSS) investments. The issuance of GSS bonds has become a beacon for progress, signaling a commitment to environmental stewardship and social well-being.
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White papersA New Frontier for Equity Investors: The Middle East Transformation
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
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White papersPositives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
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People NewsPATRIZIA appoints new Head of Global Client Solutions MENA to launch regional office in the Middle East
PATRIZIA has appointed JC Klein as its new Head of Global Client Solutions for Middle East and North Africa
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White papersMiddle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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White papersMiddle East North Africa Insight
The war in Ukraine and widespread inflationary pressures are expected to weigh on global demand. The International Monetary Fund (IMF) has forecasted global growth to slow from an estimated 6.1% in 2021 to 3.6% in 2022 and 2023. The economic damage from the conflict will contribute to a significant slowdown in global growth in 2022 and add to inflation. Fuel and food prices have increased rapidly, hitting vulnerable populations in low-income countries hardest.
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White papersMiddle Eastern Resilience: Improving Economic Activity and Defensive Characteristics
The Middle East and North Africa (MENA) region has been resilient despite ongoing geopolitical uncertainty and rising inflation, according to Franklin Templeton’s Dino Kronfol and Salah Shamma. While Ukraine and Russia are remote from the region and linkages are not direct nor easy to identify, they give their views on how local economies are faring amid the volatility.
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White papersMENA Equities: Five Key Themes and Reasons for Optimism
The global economy is currently facing headwinds because of the Russian-Ukrainian conflict, but there are several reasons to be optimistic about the outlook for equities in the Middle East and North Africa (MENA) region.
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White papersMiddle East North Africa Insight
After experiencing yet another year of stellar returns from global equities in 2021, investors face a good deal of uncertainty heading into 2022. Economic growth is slowing and inflation is higher than it’s been in decades, and the US Federal Reserve (Fed) is tapering its asset purchase programme and plans to raise interest rates.
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VideoHow Afghanistan’s Humanitarian Crisis Could Be Felt in Emerging & Frontier Markets
What could Afghanistan’s humanitarian crisis mean for frontier and emerging markets? Our Chief Market Strategist Stephen Dover discusses the situation with Bassel Khatoun, Director of Research, Franklin Templeton Emerging Markets Equity.
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White papersInvesting Beyond the Storm: A View from the MENA Region
An unprecedented blow from COVID-19 and low oil prices have accelerated the timeline for green energy in MENA economies.
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White papersCIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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White papersMena Market Outlook: Managing The Economic Fallout
How are MENA countries and companies coping with the coronavirus? Get insights from our emerging markets team in the region.
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White papersConsidering Broad Investment Implications Of Us/Iranian Tensions
Our senior investment leaders share initial thoughts on the potential market implications of Middle East tensions.
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White papersTargeting positive returns in an uncertain climate
A decade after the global financial crisis, the uncertain economic conditions it ushered in continue to starve Europe’s investors of returns
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White papersPartners Group: gaining from long-term tailwinds
Private markets, including equity and debt, infrastructure and real estate, stand out as a high-margin part of the asset management sector that is still expanding, with returns higher than those delivered by public markets.
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White papersThe Real Story Behind the CMBX.6: Debunking the Next "Big Short"
The CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next “big short.” But the narrative of the dying regional mall conceals other realities. In fact, the American mall is evolving to meet modern consumer demands. And thanks to the specific property composition of the CMBX.6, the loan losses in its collateral pool will likely be modest. As a result, returns on the CMBX.6 are likely to be far higher than short sellers expect.
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White papersMiddle East North Africa Insight
Perspective From Franklin Templeton Emerging Markets Equity
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White papersCross Asset Investment Strategy Special Edition: Outlook 2019
With late cycle features continuing to materialise and a higher level of vulnerability developing due to the uncertain geopolitical backdrop, 2019 will require investors to embrace a more prudent approach, despite the benign global economic outlook.
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White papersUK equities: Mid-year Review
While UK equities had a more volatile first quarter, sterling weakness helped the FTSE 100 outperform the broader market.
