All Multi-Asset articles – Page 9
-
White papersFed prayer becomes a plea
The Franklin Templeton Investment Solutions team opines on what to expect from the Fed, gauges the probabilities of a recession and implications for asset markets.
-
White papersUkraine and the Path to Deglobalization
This year’s recommendation for vacation reading offers a reminder of Ukraine’s millennia-old importance for global trade, helping us understand why today’s conflict could be yet another lasting blow against globalization.
-
VideoBuilding resilient portfolios amid inflation
After a thirty-year hiatus, inflation has become one of the main risks for investors to manage leading to other concerns that come along with uncertain markets.
-
White papersMulti-Asset Allocation Views: Finding alternatives in bonds
In this Allocation Views, our Franklin Templeton Investment Solutions team remove their allocation preference for equities and discuss the attraction of government and corporate bonds.
-
White papersRising Rates and Risk Premia
In a very challenging environment for long-only investors, long/short risk premia have delivered attractive returns—but not always in the way history would have led us to expect.
-
White papersTwo Perspectives on the Sell-Off
We see signs that many investors are changing the way they think about the current sell-off—and that might challenge the way you think about the balance of risk.
-
White papersMulti-factor equity strategies that outperform when rates rise: what’s inside?
A well-diversified strategy invested in value, quality, low risk and momentum stocks should do well, irrespective of which way interest rates move. According to our research, rising rates should not affect this strategy’s ability to outperform a market capitalisation benchmark index.
-
White papersGlobal Investment Outlook: Actively Navigating Economic and Geopolitical Shocks
Stephen Dover, Head of Franklin Templeton Investment Institute, and Gene Podkaminer, Head of Research, Franklin Templeton Investment Solutions in conversation about shocks to economic growth highlighting the case for a multi-asset portfolio, the role of alternatives, and active management, in the latest global investment outlook.
-
White papersBalance Is the Watchword with Commodities Exposure
The highest inflation in 40 years has spurred more investors to search for assets that can help offset its bite. Commodities exposure, designed carefully, can provide effective inflation defense and portfolio diversification. But after many years of being mostly overlooked by investors, commodities have only recently re-entered the conversation—we think for the right reasons.
-
White papersFed Pivot Becomes Fed Prayer
The US Federal Reserve is turning increasingly hawkish—hiking rates fast enough to slow inflation while maintaining economic growth will be a monumental task.
-
White papersMulti-strategy investing for a new era
Interview with Mauro Ratto, Fund Manager and Chief Investment Officer at Plenisfer Investments – part of the Generali Investments platform, an ecosystem of asset management firms.
-
White papersRussia-Ukraine War Heightens Supply Chain and Inflation Woes
The Russian invasion of Ukraine has affected many parts of the global economy, in particular the global supply chain of key commodities. Franklin Templeton Investment Solutions explores the investment implications.
-
White papersSolvency II review to strengthen insurance sector
Now awaiting passage into law is a major review of the 2016 Solvency II regulation governing the solvency capital requirements (SCR) of European insurers. The amendments proposed by the European Commission (EC) and the European Insurance and Occupational Pensions Authority (EIOPA) are intended to ensure the insurance sector remains fully resilient to future market shocks.
-
White papersCross Asset Investment Strategy - March 2022
The geopolitical escalation at month’s end marks a further rise in volatility, even as the Fed and the ECB displayed hawkish overtures earlier. We suggest a more cautious stance in credit amid rising liquidity risks and a less appealing risk/return profile for credit compared with equity.
-
White papersVolatility, value and variants: 360°, Q1 2022
In this latest edition of 360°, Stephane Michel, Head of Fixed Income, Multi Asset Credit Solutions, and our team of specialist investors consider the likely shape of markets in a post-pandemic world.
-
VideoCredit Pulse: market update – 25 February 2022
In this Credit Pulse, we use analysis from our February Credit Strategy Meeting (CSM) and discuss the challenges we see arising in the markets and how the expectations formed a few months ago are challenged in the present environment.
-
White papersAsset Class Implications of the Russia-Ukraine Conflict
Russia has invaded Ukraine. Our Franklin Templeton Investment Solutions team reflects on the human tragedy that is occurring as they also parse the data to understand the resulting economic and market implications. If the conflict remains protracted, it may produce a “low growth, high inflation” environment, in which case nimble management and keen attention to policy responses will be required.
-
White papersRussia attacks Ukraine: Markets will have to readjust to the shock
Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under severe pressure.
-
White papersManaging Duration in Multi-Asset Strategies? Be Dynamic
For most of the past decade, government bonds have contributed positive returns and a note of stability to multi-asset portfolios. But since late 2021, they’ve been much more volatile, as markets digest central banks’ transitions toward tighter monetary policy.
-
White papersEquity factor investing – Sunshine after the storm
After a particularly difficult 2020, 2021 proved favourable for multi-factor equity strategies investing in the cheapest, most profitable and least risky companies with the strongest momentum in each sector.
