Outlooks – Page 76
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White papersThe Newest “New Normal”: The World In The Wake Of Covid-19
“Academic partnership takeaways from lecture series with Green Templeton College at University of Oxford”.
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White papersFixed Income - Inflation: The Devil We Knew
Dr. Sonal Desai cautions that central bankers might be underestimating how difficult it will be to deal with inflation—especially if expectations become unmoored.
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White papersEnergy transition – Opportunity knocks
Investors might wonder when to enter investment strategies related to energy transition given the stellar performance of the segment. We believe the outlook for this segment is incredibly constructive over the medium to longer term, but there will be bumps and sell-offs on the way.
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White papersNo time like now: why investors are moving on ESG
Eoin Murray, Head of Investment, takes a trip down memory lane and into the future with ESG…
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White papersReturns and real impact: the green-bond opportunity
The Generali Investments SICAV Euro Green & Sustainable Bond – one year on
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White papersGlobal Investment Views - March 2021
If the start of 2021 led markets to question the no inflation forever mantra, the debate has been hotting up in February, with the US 10Y inflation breakeven reaching its highest level since 2014, pricing in higher inflation expectations. We are also seeing pricing pressure on the food and energy side.
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White papersEmerging Market Debt Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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White papersDistressed Debt: The Opportunities Surfacing in COVID’s Wake
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.
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White papersCan Draghi’s Europe Catch up With Biden’s America?
A rise in U.S. retail sales showed that fiscal stimulus is working and keeping shoppers in the driver’s seat. In Europe, smaller fiscal support and tighter restrictions have weighed on consumer spending but investment and export growth point to a stronger second half of 2021.
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White papersWhat will be the key factors driving EM debt markets in 2021?
In spite of the 2020 rally, there are still attractive opportunities across different parts of the investment universe
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White papersA changing climate in fixed income: 360°, Q1 2021
What is our current view of fixed income markets? And where do we see the best relative value?
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White papersEmerging Markets Equity: Evolving & Transforming
Technological innovation, an increasingly confident consumer and a growing focus on ESG are re-shaping the long-term growth opportunity in emerging market equities.
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White papersASEAN Equities: “Opportunities in Every Crisis”
Barings’ SooHai Lim discusses the dynamics shaping ASEAN equities today, from lessons learned from the pandemic to the structural trends supporting the region.
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White papersLots of Stimulus, Not Much Inflation
Weak U.S. jobs data fuels debate for further fiscal stimulus but some worry inflation may overshoot the Fed’s target this year. In China, the PBOC is tapering monetary stimulus. In Europe, the Q4 contraction was less severe than initially thought, but the recovery looks delayed.
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White papersThere’s Much More to Tech Investing than the US Market
There are many innovative technology companies outside the US and China that tend to get overlooked.
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White papers‘Cop 26 and The Importance of Net Zero’ Martin Currie - a Franklin Templeton specialist investment manager
Martin Currie: 2021 could prove to be a pivotal year in the fight against climate change and the race towards Net Zero emissions.
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White papersThe Green Transition: Implications of the European Recovery Plan
Despite questions over financing the European Union’s (EU’s) new Green Deal, the green transition is now under way. The implications for bond investors are clear and urgent.
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White papersEuropean Banks’ Resiliency Tested By Covid-19 Pandemic
Franklin Templeton’s David Zahn, Head of European Fixed Income, and Tom Petersson, European Financials Research Analyst, discuss the fundamentals and valuation of the European banking sector and how the sector has weathered the COVID-19 pandemic.
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White papersChinese New Year: How Investors Might Navigate Markets In The Year Of The Ox
What’s in store in the Year of the Ox—are our portfolio managers bullish, or will the year play out like a bull in a china shop? Read their outlook.
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White papers*Fixed income outlook – From despair to hope*
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields.
