Outlooks – Page 66
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White papers
Are Europe’s oil and gas majors prepared for the climate change challenge?
In 2020 we saw what could prove to be a milestone year for the energy sector. Major oil and gas firms were finally willing to publicly address one of the industry’s main taboos – their contribution to climate change and their strategic efforts to address it.
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White papers
Emerging Markets Charts & Views - Why EM could be back in focus in 2022
Emerging markets (EM) performance has been held back over the first three quarters of 2021 by a few factors, including the spread of the Delta virus variant in less vaccinated countries, news out of China (growth slowdown, regulation crackdown, and the housing slowdown alongside the Evergrande fallout), and the upcoming Fed tapering.
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White papers
SDG Engagement High Yield Credit commentary: Millicom
Millicom is a telecommunications service provider that delivers mobile, fixed-line broadband and pay-for TV services to businesses and households in nine Latin American countries.
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White papers
Europe: 6 reasons for higher inflation and faster growth
Against the spectre of soaring energy prices, labour shortages and supply chain constraints, a question that has arisen in the US has landed firmly on European shores: will inflation continue to rise and how persistent will it be?
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White papers
Fixed Income Investment Outlook 4Q 2021
A potential default in China and shifting policy in Europe have been key developments in an environment of volatility and higher yields that is likely to persist into the fourth quarter.
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Fixed Income Views: Persistent, the New Transitory
As the global macro environment continues an improving trend, its beneficial impact may be unevenly distributed. Franklin Templeton Fixed Income Views explores the implications for fixed income investors.
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White papers
Market Scenarios and Risks - October 2021
We are maintaining the narrative and the probabilities of the scenarios. The central scenario assumes that the policy mix and improving fundamentals will support the recovery and the markets. Beyond 18 months, we expect US growth to revert to potential amidst a higher inflation regime, while stagflationary pressures rise, in particular across Europe.
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White papers
Upcoming 2022 Outlook: From European autonomy to strategic sovereignty
The pandemic has highlighted Europe’s dependency on several critical goods, including pharmaceutical products and medical equipment. The European Union found itself temporarily unable to ensure the security of the population because it has outsourced the production of these critical goods.
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White papers
The Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?
Reforming the European fiscal framework would improve the resilience of the Eurozone…provided that fiscal discipline is not abandoned.
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White papers
The net zero carbon decision
Is a net zero carbon target right for institutional portfolios? If it is, what steps do investors need to take to put them on the path to net zero?
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White papers
Coalition Politics: Compromise is Key to Funding Germany’s Future
A three-party coalition could soon govern Germany for the first time in the country’s history following recent elections. Matthias Hoppe, senior vice president and portfolio manager, Franklin Templeton Investment Solutions, believes uncertainty caused by coalition talks is likely to increase volatility in Europe’s financial markets, but changing a conservative attitude to public spending is the real challenge for a new government as Germany wrestles with the reality of increasing macro-economic imbalances and a stated aim to achieve carbon neutrality by 2045.
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White papers
Europe: reasons for optimism…and caution
In this paper, investment director Martyn Hole explains why the backdrop for Europe is increasingly positive, but that there are risks that warrant caution.
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White papers
10 trends that will define the future of emerging market investing
In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years.
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White papers
A mountain to climb? The European Green Deal and alternative real estate investment
In the summer of 2021, Europe experienced a series of extreme-weather emergencies bringing the reality of climate risk to the continent’s doorstep.
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White papers
Integrating impact into financial analysis
Few investors realise that traditional portfolio 10.75% construction tools can be adapted to include social and environmental goals.
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White papers
Middle-Market Opportunities in 2021
The infrastructure asset class continues to attract strong interest from investors
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White papers
Office of the future is iconic, sustainable and well-connected
Working from home became widespread during the Covid-19 pandemic, but according to Bas Jochims, Director Dutch Office & Hotel Investments at Bouwinvest Real Estate Investors there will always be a need for offices that offer distinctive social meeting places with excellent credentials in terms of their sustainability, quality and location.
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White papers
Beyond the noise: Why long-term capital will capitalise on China’s future
Global investors must avoid allowing any short- term misperceptions about recent Chinese regulatory reforms to derail their big-picture perspective of the vast opportunity set in the world’s second-largest economy.
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White papers
Where next for credit markets?
There are a host of challenging questions for credit investors right now, among them:
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White papers
ECB’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.