Outlooks – Page 69
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From farm to fork - key challenges for global food systems
In the first of a new EOS Insights series looking at the social and environmental impacts of global food systems and how companies can move to more sustainable practices, Nick Spooner sets the scene by highlighting some of the key issues and challenges.
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Hedge Fund Strategy Outlook Q3 2021
With society and economies in transition, investors must underwrite to a wide range of potential outcomes. Progress on vaccinations, central banks beginning a cycle of tightening policy, and earnings growth are important variables that are difficult to gauge.
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Ahead of the Curve, Q2 2021
In the latest edition of Ahead of the Curve, Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes: inflationary concerns, notable divergences between advanced and emerging economies and where we stand on building back better from the Covid-19 pandemic.
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On my Mind: Something Has to Give
Dr. Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines three possible scenarios and the logical implications of each.
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The Anti-Social Network: Social media companies face reckoning over hate speech
Facebook, Twitter and other platforms are drawing criticism for their failure to tackle hate content. But will the hit to their reputation do any lasting commercial damage?
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Fixed Income Investment Outlook - 3Q 2021
In the day-to-day task of investing, it’s often easy to ascribe significance to individual central bank meetings, speeches or policy pronouncements that, with a bit more time, simply blur into background static
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Allocation Views: Global economic slowdown ahead?
Our Franklin Templeton Investment Solutions team retain the view that global expansion especially among developed markets may have peaked, and the strongest period of expansion may have been in the second quarter of the year.
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No Stopping China’s Restocking
FIFO gives China the global distribution edge across export sectors, even those that fell.
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Earnings Still Matter
Despite stretched equity market valuations, a blockbuster second-quarter earnings season could help sustain market momentum.
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Market Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios. In our central scenario, the policy mix and improving fundamentals support the recovery and markets.
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China’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy. Recognizing the challenges to reverse low fertility, we expect China to rely more on the productivity driver for growth in the long run.
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SDG Engagement Equity commentary: Fortune Brands
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors.
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Economic outlook: Where is ‘normal’? Will we get there?…
By debating the size of their balance sheets, central banks are showing for only the second time since 2008 that they may be worrying about our addiction to QE. QE can be credited with unblocking the system in 2009 and keeping it oiled in 2020.
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The Fed’s Long, Hot Summer
As the global economic recovery roars ahead, but with growing concerns about the effects of unprecedented policy stimulus, Franklin Templeton Fixed Income Views explores the implications for fixed income investors.
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Private Equity Demonstrates Resiliency in the Face of Change
How have Private Markets been affected by the pandemic?
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Play your part: Investing to support the climate transition
A holistic assessment of climate change risks, opportunities and solutions.
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Midyear Outlook: Guarding For Inflation And Searching For Quality
In this global investment outlook, our investment professionals across asset classes focus on the second half of the year and examine the uneven global recovery from COVID-19.
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China Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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Are infrastructure investors ready for rising climate-related risks?
On 7 June 2021, the G7 agreed to make climate reporting mandatory, in line with the recommendations of the global Taskforce on Climate-related Financial Disclosures (TCFD).
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Commodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.