Outlooks – Page 3
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White papersArticle Shopping around: The outlook for US retail
While remaining broadly cautious on the US retail sector, the credit team explain why they are focusing on names with turnaround stories where they see upside catalysts and better relative value.
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White papersEquitorial: A practical pathway to net zero
Investors increasingly recognise the urgency of addressing climate change. Many, particularly in the institutional investor space, have already set net-zero goals and commitments. In our latest Equitorial report we ask: Can good intentions be translated into effective action?
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White papersBasel III Endgame and the “Reg Cap” Opportunity
Tighter bank capital regulation looks set to make U.S. banks adopt a risk-transfer practice that has long been common in Europe—and attractive to investors.
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White papersGEMs ESG Materiality, H1 2024
In the latest issue we shine the spotlight on South Korea’s ‘Corporate Value-Up Programme’, which seeks to improve corporate governance in the country. We also provide an update on our voting and engagement activity.
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White papersGeopolitical risks and FX reserves
In this short video, Gary Smith, Client Portfolio Manager, Fixed Income covers: What are FX reserves, and why should we care how they are managed? What triggered the idea to write the article What do geopolitical risks mean for central bank FX reserves managers? Why is self-insurance desirable? What are the implications of fixed income markets?
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White papersLatin America’s Long-Term Potential
Portfolio Manager Jeremy Sutch, CFA, and Chief Investment Officer Sean Taylor assess the issues besetting the region’s key markets—from domestic challenges to geopolitical headwinds—as well as their structural strengths, and whether prospects may brighten with the onset of a U.S. rate-cutting cycle.
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White papersTier One Interview: Susan Kasser
In conversation with Jay Judas, CEO of Life Insurance Strategies Group, Susan Kasser, Head of Private Debt, discusses the ins and outs of private debt, why PPLI and private debt pair well together, and more.
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White papersCarried Away
The most important trigger for the recent equity sell-off wasn’t the U.S. jobs data, or the Fed, or even mega-cap tech earnings, but the Bank of Japan. We could talk about the recent U.S. nonfarm payrolls report in this week’s Perspectives: Was it really as bad as all that? We could dissect the last U.S. Federal Reserve meeting: Should the central bank have cut rates, and did it just commit a significant policy error?
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White papersUnderstanding how social and sustainability bonds can have real impact
For fixed-income investors seeking to put their money into assets that can bring benefits to less well-off people and communities, social bonds and sustainability bonds can offer effective solutions, write Malika Takhtayeva and Xuan Sheng Ou Yong, of BNP Paribas Asset Management
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White papersModi’s Growth Agenda Flexes to Meet Needs of Allies
Portfolio manager Swagato Ghosh explains how India’s post-election budget may have placated concerns for now over the viability of Modi’s growth strategy under the new coalition government.
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White papersMaking sense of market volatility
Global markets have been whipsawed by a series of sharp blows in the last few days, mainly centering around concerns about the health of the U.S. economy. Our view remains that the strength of household and corporate balance sheets implies recession is unlikely, but we acknowledge that risks are building. To help decipher and contextualize the current market reaction, Chief Global Strategist, Seema Shah, and Equities Chief Investment Officer, George Maris, provided some clarity into the current situation and their expectations for the remainder of 2024.
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White papersDeep Waves: Longevity—the undertow to the demographic wave
Franklin Templeton Institute’s Kim Catechis suggests longer life expectancy around the world is a blessing but calls for preparation. This includes financial services firms that can develop longer client relationships by placing extra emphasis on building trust with aging investors.
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White papersCorporate Hybrid Issuers Adopt a 30-Year Maturity Standard
A growing trend for issuing corporate hybrids with shorter contractual maturities is further reducing aspects of risk in the asset class. Recent corporate hybrid issuance, in both Europe and the U.S., suggests a trend for moving from long-dated or perpetual contractual maturity structures to shorter-dated 30-year maturities.
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White papersInnovation, Conflict and a Mysterious Disappearance
This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors. With the calendar turning to August, it’s the time of year when many market participants will be seeking the opportunity to take a vacation, enjoy the Olympics and generally get a break from the relentless headlines.
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White papersCredit’s turn to shine
From attractive yields to strong fundamentals, our analysis shows that credit markets have the potential to outperform.
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White papersJapan: The butterfly effect
Japanese equities have recently experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacific Equities, examines the drivers of the market volatility and asks what the potential implications could be for investing in Japan.
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White papersAsset Management Mid-Year Outlook 2024: Cutting Through Complexity
As we head into the second half of 2024, our investment teams share their views on the most meaningful market trends and potential opportunities and risks.
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White papersThe Generational Divide
Leveraging data from the Retirement Survey & Insights Report 2023, this supplemental report examines the challenges faced by each working generation (working Baby Boomers, Generation X, Millennials, and Generation Z) in an effort to better understand their retirement journey.
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White papersFrontier emerging markets: An untapped investment opportunity
Frontier emerging markets are growing rapidly and may become a larger part of the global economy. This presents an attractive investment opportunity to the Franklin Templeton Emerging Market Equity team.
