Outlooks – Page 64
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Investment Strategy outlook 2022: Coping with modest rate increases
As we head towards the second anniversary of the outbreak of the COVID-19 pandemic the disease remains one of the key worries for investors. It continues to have the ability to disrupt demand and supply and for this to be reflected in bouts of “risk-off” behaviour in financial markets.
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Lessons from COP26 ‘We have to realise that we can’t enjoy everything the way we have in perpetuity’
Covid may well have set back the march toward a greener planet, says Mitch Reznick, CFA, Head of Research and Sustainable Fixed Income.
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Our Worst Fears Realized or Another Variant We May Be Able to Handle?
While too early to tell, the markets are taking this seriously as should we all. Unfortunately, this is not the post-Thanksgiving COVID note we had hoped to write, though spikes in U.S. cases were highly anticipated post family gatherings. We now have a new emerging variant to discuss, the concern that has kept us up at night may now be realized…
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Lessons from COP26: Deforestation pledge a ‘pivotal moment’
Despite landmark deals, work must be done to ensure emerging markets get back on track with climate fixing efforts after pandemic hurdle.
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CIO views outlook: top 3 investment picks in 2022
Where will opportunity knock in 2022? Our CIOs consider what lies in store, outlining three key areas of promise for investors in the new year.
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Global Investment Views - December 2021
Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.
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UK Equities: Attractive Relative Valuations, Despite Relatively Unattractive Macro Signals
While UK equities have faced a number of headwinds in 2021, there are reasons to be optimistic about the year ahead, according to Ben Russon and Will Bradwell of our Franklin UK Equity team.
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Simple Equity Themes for Complex Times
Here’s why we think value and income can offer equity investors both a buffer against uncertainty and an attractive opportunity in an ongoing reflationary expansion.
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Beyond borders: Reflections on a historic COP meeting
COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.
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2022 Investment Outlook - Investing in the great transformation
As the global economy recovers from its pandemic scars and inflation makes its first comeback in decades, the world is preparing to face its greatest ever challenges: the energy transition to fight the inexorable climate crisis and the development of an inclusive growth model.
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Emerging market debt outlook for 2022
Inflation remains elevated in emerging markets (EM) with ongoing but manageable risks. A significant proportion of the shock to EM inflation can be attributed to volatile food and energy prices. Normalisation of supply chains and base effects should help.
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Growth or Value? For Active Managers It Can Be Both
In this Equity Markets, five of our equity teams offer their views that the traditional growth or value distinction for stocks based on index construction could be misleading.
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Allocation views: Which way next?
Our Franklin Templeton Investment Solutions team comment on how inflationary pressures continue to build as markets wrestle with the easing of the pace of growth.
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Investors reveal their top ESG roadblocks
As demand for ESG (environmental, social and governance) investing grows, the lack of consistent and robust data remains among the biggest challenges for institutional and wholesale investors globally.
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Unravelling the conflicts in ‘Double Materiality’
Where do you draw the ‘moral’ line and how do you have a genuinely positive impact?
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Long-term perspective on markets and economies - 2022 Outlook
As we head into a new year, it’s clear in hindsight that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak. In my view, that means the powerful upswing in equity prices since then is simply a continuation of the bull market we’ve seen over the past decade. Market leadership today is essentially the same as it was before the pandemic.
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How can investors align to net zero?
Financial institutions are committing to decarbonising their lending, investment and insurance activities. But understanding the impact of this new way of allocating capital requires new analytical tools. What are the emerging best practices in measuring real emissions reduction, and how should investors implement them?
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Global poverty and the role businesses can play to help put an end to it
The Sustainable Development Goals (SDGs) are a blueprint for a better and more sustainable future for all. It is therefore right that the first of them is to “end poverty in all its forms everywhere”. However, the onset of the Covid-19 global pandemic has dealt a big blow to this aim, with global poverty increasing last year for the first time in decades.
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Listed impact investing: a crucial role for a sustainable future
The current situation solidifies one of our deepest convictions: finance, particularly impact investing on the listed markets, has a key role to play in creating a more sustainable, more resilient ecosystem.
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Net zero and just transition for pension funds
The Conference of the Parties (COP) 26 in Glasgow represents a new milestone in the global fight against climate change, with a more climate-friendly US administration and growing mobilisation in favour of “Net Zero”.