Outlooks – Page 72
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White papersBack to the future: The predicative power of science-based targets
Astute use of evidence from the past and present to make informed predictions about future performance has always been the key to investment success.
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White papersEurope Rolls Up Its Sleeve
The situation in Europe is looking brighter following a pick up in vaccinations and the European Recovery Fund receiving the “all clear.” Elsewhere, a recovery in domestic demand is taking shape in China and in the U.S. the housing market is back on track.
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White papersOn My Mind: A tale of Two Recoveries
Dr. Sonal Desai evaluates global differences in policy decisions, on the fiscal front and in vaccination campaigns and how these will shape the map of investment opportunities.
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White papersEquity-like returns with bond-like volatility, investing in 75+ emerging economies
It’s now two years since the launch of the Aperture New World Opportunities Fund. The fund was designed to deliver equity-like returns with bond-like volatility. Since inception, that’s exactly what it’s done.
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White papersThe Evolution Of China’s Lending To Emerging Markets
Why we expect a more selective approach in the future.
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White papersShoppers Are Back—Spending is the New Saving
Europe remains on track for a delayed recovery as consumers weathered winter lockdowns fairly well. In the U.S., retail sales and inflation data popped up in March. Elsewhere, credit growth in China slowed as policymakers remain confident in the economic recovery.
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White papersFrom Rising Rates to Rising Stars: What’s Ahead for IG Credit?
Rising rates can bring challenges to IG corporate credit, but opportunities are emerging as well—particularly given the supportive fundamental and technical backdrop.
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White papersThe Rising Tide of Equity Duration
With concerns of inflation pressures anticipated in the months ahead, investors may be looking to adjust their asset allocation approaches. Though many would associate the concept of duration with Fixed Income, we explore the aspects of Equity Duration.
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White papersEmerging Markets: The Post-Pandemic Promise
From the height of the pandemic to today, our Emerging Markets Equity Team’s conviction in the growing structural advantages of emerging markets has only strengthened.
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White papers“Hidden Quality” in International Equity Markets
Traditional “quality” companies are bunched in a few sectors and appear expensive—is there a more subtle definition that can uncover “hidden” quality?
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White papersNB Votes: Increasing the Impact of our Proxies
This week’s guest writers are Jonathan Bailey and Caitlin McSherry from our ESG Investing team.
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White papersWill the Sweet Spot for Smaller Value Stocks Persist?
US small-cap value stocks have enjoyed considerable success since value stocks began to outperform growth in October 2020.
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White papersAsset Allocation Committee Outlook - 2Q 2021
Listen to Erik Knutzen and Ashok Bhatia discuss some of the key themes from this quarter’s outlook.
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White papersBehind China’s disinflation
Inflation in China has bumped along in a narrow range for the last decade. What has happened and what is the outlook?
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White papersJoana Setzer Q&A: On the climate litigation front line
Joana Setzer from the Grantham Research Institute on Climate Change at LSE discusses the implications on governments and companies of the growing wave of climate litigation.
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White papersNet Zero: From Policy To Action - Martin Currie a Franklin Templeton specialist investment manager
Martin Currie’s ESG specialists identify the key challenges ahead in the journey to net zero.
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White papersEmerging Market Debt Opportunities Monthly Review- April 2021
Perspective from Franklin Emerging Market Debt Opportunities team.
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White papersTaking a long-term view
Our private ownership and strong balance sheet afford us the ability to maintain a long-term focus
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White papersCovid-19 Update: Is one in a million too high?
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 papersNever waste a crisis: Lessons learned from COVID-19 for sustainable investment strategies
Panel discussion takeaways from “Sustainable Investment Strategies Post-COVID”
