Outlooks – Page 76
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On 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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Equity-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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The Evolution Of China’s Lending To Emerging Markets
Why we expect a more selective approach in the future.
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Shoppers 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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From 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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The 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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Emerging 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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“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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NB 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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Will 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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Asset 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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Behind 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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Joana 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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Net 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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Emerging Market Debt Opportunities Monthly Review- April 2021
Perspective from Franklin Emerging Market Debt Opportunities team.
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Taking 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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Covid-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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Never waste a crisis: Lessons learned from COVID-19 for sustainable investment strategies
Panel discussion takeaways from “Sustainable Investment Strategies Post-COVID”
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Resilient Recovery Stocks Transcend the Growth-Value Divide
Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification.