Outlooks – Page 63
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White papersWhere next for credit markets?
There are a host of challenging questions for credit investors right now, among them:
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White papersECB’s shy monetary policy turn has started
ECB’s Governing Council have decided on a “moderately lower pace” of PEPP purchases based on an improved inflation outlook amid favorable financing conditions. Quite importantly, the decision was taken unanimously.
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White papersQuick Thoughts: Addressing Undiversified Risk
Our Chief Market Strategist, Stephen Dover, and Katrina Dudley, Investment Strategist for Franklin Templeton Mutual Series, discuss diversification risks.
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White papersThis Is Not a 60/40 Environment
The shift to a mid-cycle expansion beset with unusually high levels of uncertainty could bring a new test for asset allocators.
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White papersAllocation Views: An Uneasy Truce
In this Allocation Views, our Franklin Templeton Investment Solutions team explores the potential benefits of adding alternative assets to a balanced stock/bond portfolio.
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White papersShould Investors Stay Onboard the Chinese Dragon Boat?
Surprising policy developments are rocking the craft, but in our view the course remains set for the same long-term destination, and the uncertainty and volatility may present some attractive investment opportunities.
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White papersCosts, margins, labor are key
What are the major issues or trends you think investors should watch most closely for the rest of 2021 and why?
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White papersHistoric IMF SDR Allocation: What Does It Mean for Emerging Market Debt?
The recent IMF allocation to member countries will look to build confidence and foster the resilience and stability of the global economy.
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White papersDeep Water Waves
Join the discussion with our strategists and explore the interplay between the long-term drivers that face investors over the coming decade.
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White papersHow Big Data Casts New Light on Reopening Stocks
Our recent work on the COVID-19 Delta variant not only reminds us that data science can give us insights into the pandemic, but also about the ways alternative data need to be marshaled to provide actionable information for our investment views.
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White papersWhat does heightened China risk mean for investors?
In July, China’s equity market suffered one of its worst monthly declines in a decade amid escalating regulatory pressures. The steep fall has raised concerns about the risks and outlook for investing in Chinese equities.
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White papersAre emerging markets on the cusp of a dividend boom?
EM dividends have remained steady even as global pay-outs were decimated by the pandemic. Here are the factors driving EM’s strong dividend growth potential.
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White papersThe ABCs of the Delta Variant: Anxiety, Boosters and Communication
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.
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White papersClimate emergency: The state of the planet
The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.
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White papersOn Post-Pandemic Growth and Inflation
Ed Perks examines the factors should likely support economic growth, and how he views inflation.
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White papersTime Is Money - Restoring Investor Confidence in Long-Term Cash Flows
As equity style winds shift, investors are still debating the merits of growth versus value stocks. But we believe quality remains the essential focal point, especially amid a low interest-rate environment that has changed the math behind company valuations.
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White papersInflation Starts Trending Down (Slowly)
After weeks of markets pricing in our slower-growth scenario, the strong U.S. employment report kicked off a slight shift in the narrative.
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White papersHow to unlock opportunities in the sponsor-less SME loan market
Sponsor-less transactions are largely misunderstood. With greater liquidity and mounting interest from institutional investors, can we expect an influx of non-sponsor transactions funded by direct lenders?
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White papersIncreasing transparency through disclosure
Kate Fowler, senior responsibility analyst at the international business of Federated Hermes, explores the potential impact of the new Sustainable Finance Disclosures Regulation.
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White papersA Second-half Surge or Pause?
In this Macro Perspectives, as the world economy steers towards normalization, we highlight views from five of our specialist investment teams on inflation, interest rates and growth.
