Outlooks – Page 24
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Have we started to climb the EV adoption S-Curve?
We believe the next decade will be when battery electric vehicles shift into gear to climb their own, steep S-curve in the consumer world.
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US Commercial Real Estate Outlook: Seeking Calmer Waters in Quality
The COVID-19 pandemic upended the way we live and work by creating secular changes and accelerating trends that were already afoot. For investors in commercial real estate, the results have been mixed.
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BMW case study
Following concern about the company’s lack of targets for its electric vehicle strategy, plus its misaligned lobbying with the Paris Agreement, it has demonstrated noticeable and ambitious improvements.
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Macro Perspectives: Finding the path to normal
Are markets correctly pricing inflation? What’s next for the economies and global markets following the recent banking sector turmoil? Will the US dollar weaken? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
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Another One and Done?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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Why the Good Friday Agreement is Even More Important Than You Think
There are also important economic and investment implications from the continued peace in Northern Ireland.
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Q2 2023 Strategic Investment Outlook: Balancing the Strategic and the Tactical
Balancing different time horizons always presents challenges. It may be intellectually ugly to hold different positions over short horizons and long horizons, but sometimes the macro setup suggests it’s the right way to proceed.
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ESG Thema #12 - Responsible Investing in Asia: Outlook 2023
Asia, home to 60% of the world’s population and one of the fastest growing economies, which account for over half of the world’s greenhouse gas emissions, has its distinct challenges both in terms of economic development and transition towards an inclusive low-carbon economy.
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Under the Macroscope: China’s consumption triangle—a possible trinity
China’s domestic consumption will be the biggest upside opportunity for overall growth performance in the next six to 12 months, according to Franklin Templeton Institute Investment Strategist Christy Tan.
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No Country Thrives on an Empty Stomach
In this follow-up on EM vulnerability to rising food prices and political instability, we update our analysis on food prices and incorporate countries’ unemployment numbers using a misery index.
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Fixed Income Views: The bill comes due
Franklin Templeton Fixed Income forecasts only a short, shallow recession in the US and the euro area (EA) narrowly avoiding one, but sluggish growth ahead. Fixed Income Views presents the team’s second-quarter 2023 outlook.
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Wait-and-See Characterizes Mood of CLO Market
As concerns about the banking sector add to continuing macroeconomic uncertainty, the CLO market finds itself largely becalmed as participants await clearer signs of the market’s future direction.
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Private assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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Japan: Engaging equity opportunities in the land of the rising sun
For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight. As corporate governance continues to evolve in Japan, and the doors open to a more shareholder-friendly environment, culturally aware investors who have earned the right to engage may be able to add value and unlock latent potential in the country’s stock market.
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Emissions trading: the market overlooks UK cap reforms
The commitment to strengthening – and potentially expanding – the UK Emissions Trading Scheme (ETS) is instrumental in achieving the country’s net-zero goals and enhancing opportunities for carbon investors. But the necessity of a robust ETS, confirmed recently in Whitehall’s “Powering up Britain” strategy, has been overlooked amid the media’s focus on the lack of green-industry incentives.
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Trump indictment: implications for US politics and assets
”The US political environment is highly polarised on Trump’s indictment, with some seeing this as being politically motivated.”
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A period of change: emerging markets and Asia
After nearly a decade in the wilderness for emerging markets, we must ask ourselves, is this a dawn of a new era? Is this the decade for emerging markets?
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Why India: investing in the Indian subcontinent
Investment returns in the subcontinent have been Index returns since 31 December 1992 primarily driven by India since she liberalised her economy in 1991.
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Emerging market equities – navigating a bumpy but attractive route
In 1990, developed markets accounted for just over 60% of global GDP and emerging markets for just under 40%.
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Global Macro Outlook - Second Quarter 2023
Besides inflation and tight monetary policy, a banking crisis has added to investor anxieties. The bank turmoil won’t likely be a drag to global financial markets. But it does argue for caution when combined with our broader expectations of a sustained period of below-trend growth.