Outlooks – Page 80
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No 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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Returns and real impact: the green-bond opportunity
The Generali Investments SICAV Euro Green & Sustainable Bond – one year on
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Global 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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Emerging Market Debt Opportunities Monthly Review
Perspective from Franklin Emerging Market Debt Opportunities team.
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Distressed 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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Can 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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What 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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A 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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Emerging 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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ASEAN 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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Lots 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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There’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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‘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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The 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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European 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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Chinese 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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*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.
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On My Mind: Investment Strategies For A Booster-Shot Recovery
Dr. Sonal Desai shares her investment views and strategies for the post-pandemic recovery.
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Franklin Templeton Investment Solutions: Allocation Views
It seems like global financial markets and economies are experiencing a never-ending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty.
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A not-so-great rotation in developed market equities
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges.