White papers - all assets – Page 152
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White papers
*Outlook highlights: China seeks stable growth; other EMs face bumps*
In our new paper EM, Asia, China 2022 market outlook: Building back stability, Zhikai Chen, head of Asia/Global Emerging Market Equities, and David Choa, head of Greater China Equities, examine the critical factors influencing the likely path of EM equities this year.
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White papers
Real estate market Outlook 2022-2024
With the economic recovery that started in 2021, society seems to be emerging from the Covid-19 crisis in relatively good shape. At the same time, the crisis has triggered a number of structural changes in the real estate market.
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White papers
Natural Resources: Bridging the Gap to a Cleaner Future
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.
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White papers
Where Are U.S. Rates Going?
It is widely believed that the mainstream FOMC members, which includes Fed Chair Jerome Powell, belong in the dove camp. With global PMIs peaking, a tightening of monetary and fiscal policy are headwinds for the strong recovery.
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White papers
The wheels of a Circular Economy go round and round
The awareness of the finiteness of our natural resources as well as the fight against climate change make us look for an alternative development model. The Circular Economy could be part of the solution and has become increasingly successful in recent years : the concept has spread from a small circle of insiders to a growing number of companies and citizens.
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White papers
Powering up: How the drive to meet net zero targets will scale up electricity demand
Decarbonising energy is leading to a raft of infrastructure challenges for the electric grid. So, what will this mean for investors?
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White papers
A regional shelter from a potential global inflation storm?
Franklin Templeton Fixed Income’s Mohieddine Kronfol is cautiously optimistic the GCC region will continue to trend toward constancy.
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White papers
Emerging markets – Short-term pain ahead of an upturn
While 2021 was not a good year for emerging asset markets (EM), 2022 may hold positive developments that could turn the region’s markets around. Our investment view is generally constructive on EM this year, although we are cautious in the near term.
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White papers
Hines Perspectives: Life Sciences - The Potential of Purpose-Built Properties
The COVID-19 pandemic put extraordinary pressure on life science companies as they raced through new trials and created vaccines to protect the public. The increasing demand for innovation and “near-instant” results also put pressure on the very properties where those scientists work. Life science offices, labs and facilities around the world needed to serve increased production demands and a broader purpose: global public health on a massive scale.
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White papers
Guided by the science - Indoor environments for a pandemic-resilient future
More than 18 months into the COVID-19 pandemic, the hope that we will eradicate the virus has faded. According to the scientific community, it is more likely that COVID-19 will become endemic, meaning we will learn to co-exist with this virus as we do with other respiratory viruses. This means living with a heightened sense of awareness.
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White papers
2022 Global Outlook - Targeting Winning Locations
Where one invests in commercial real estate is as important as what property type those investments are in and at what moment in the cycle those investments occur. Indeed, “location, location, location” is one of the oldest mantras in the industry. This is particularly true over long-term investment horizons that may span multiple cycles.
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White papers
*Environmental thematic investing set for strong growth in 2022*
While 2020 was one of the best years for pure environmental thematic investing, with the segment up by more than 100%, it saw a significant – and healthy – consolidation in 2021. It underperformed the MSCI ACWI index despite company fundamentals improving notably and regulatory and policy support bolstering ...
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White papers
Equities: On the contrary
Franklin Mutual Series’ CIO Christian Correa discusses investment ideas his team is prepared to defend against the herd in 2022.
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White papers
Electric vehicles – approaching the tipping point
The pace of adoption of electric vehicles (EVs) has been phenomenal. The penetration rate is already significantly ahead of many forecasts, with EVs’ share of passenger vehicles exceeding 14% in October, driven by year-on-year sales growth of 74% in a market that was otherwise down. And the rate of adoption shows little sign of slowing.
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White papers
The year ahead for loans: Favourable dynamics, but can it continue?
For European loans, 2021 was a standout year in many ways. Record new-loan issuance was met with equally robust demand from traditional loan investors and asset allocators, looking for relatively high and stable yield, while the drive towards sustainability has been both prominent and purposeful. In this piece we present our outlook for the key drivers in the European loan market in 2022.
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White papers
Central Banks Walk a Tightrope
Risks loom large as data-dependent central banks search for the right path ahead, but our bet is they will proceed with caution.
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White papers
Keynote Interview: Efficiency targets drive sustainability
Working to make its facilities more efficient for customers has led GLP into the world of renewable energy and technology, and putting sustainability at the center of its business, says Meredith Balenske
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White papers
Fixed Income Perspectives - January 2022
Global economic growth looks likely to continue in 2022, albeit at a more modest pace. The COVID-19 pandemic does, however, add uncertainty to the outlook, as evidenced by the recent emergence of the Omicron variant.
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White papers
Deep Waves: The Quiet Undertow of Intangible Assets
The rise of intangible assets has distorted the difference between value and growth investing.
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White papers
Resiliency in a time of heightened volatility
Franklin Templeton Fixed Income’s Glenn Voyles and Matt Fey expect 2022 to be a year where credit selection regains importance.