White papers - all assets – Page 99
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White papers
Emerging market debt: Darkest before dawn
We expect the US dollar to peak in Q4 2022 and if and when this happens, it will mark a significant downgrade in the strength of headwinds affecting EMD.
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Sustainable Global Equity Report, Q4 2022
With structural pressures driving a higher base level of inflation over the medium term, the need to focus on high-quality, sustainable businesses is stronger than ever, says Martin Todd, Portfolio Manager of the Federated Hermes Sustainable Global Equity strategy.
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Will Brazil’s outperformance continue under Lula?
Latin America’s largest economy has been an emerging market ‘safe haven’ this year on the back of elevated commodity prices and the central bank’s move to hike fast and early.
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China stocks rally on property support and Biden-Xi meeting
Investor appetite for shares and bonds has recovered following news Beijing is ramping up support for the real estate sector.
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Carbon markets advance despite mixed COP27 results
The 2022 United Nations Climate Change Conference (COP27) was a missed opportunity to finalise the rules governing how countries can reduce emissions using international carbon markets – but this will not impede the markets’ growth.
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Carbon Handprint in Fixed Income: The Positive Power of Climate Solutions
As global warming worries approach critical mass, corporate bond investors expect issuers to be part of the solution. At the epicenter of the climate crisis are greenhouse gases (GHG), which all industries emit in one way or another. Many companies strive to shrink their emissions, or carbon footprint. But a carbon handprint measures the positive impact, or carbon avoided, by the use of a company’s products or services.
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FTX fallout and the future of digital assets
The FTX fallout is creating a reckoning in digital assets and cryptocurrencies. However, there are three takeaways from this event that point toward continued progress for the industry, according to Franklin Templeton Head of Digital Assets and Industry Advisory Services Sandy Kaul.
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Party on: China’s congress that changed everything
In the latest instalment of Simply put, where we make macro calls with a multi-asset perspective, we examine the positive actions taken by China’s governing authorities since the 20th National Congress to ease its deteriorating macro picture and consider whether this could be good news for Chinese assets.
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White papers
Fed hikes by a little less, but promise more to come
After hiking its policy rate by 75 basis points at each of the prior four meetings, the Fed took its foot off the brakes a bit, raising rates by only 50 basis points at its final meeting of the year. Inflation concerns remain, despite a string of softer data, but risks to higher prices and slower growth now appear more balanced than they have for several years.
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2023 digital assets outlook: Poised for growth
Digital Assets are poised to continue growing as more businesses adopt these new technologies, more regulations push forward to protect consumers, and more investors deepen their understanding of the industry. Roger Bayston shares his 2023 outlook.
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White papers
Allocation Views: Storm clouds on the horizon
In this Allocation Views, our Franklin Templeton Investment Solutions team believe growth momentum is decelerating, and the risks are skewed to the downside, accentuated by the impact of policy tightening and a squeeze on real incomes.
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White papers
Portfolio Implications of a Positive Stock-Bond Correlation World
US stock-bond correlation has been negative for much of the past 20y. However, regime change – related in part to fiscal and monetary policies and the broader macroeconomic landscape – can occur, with implications for portfolio performance and construction.
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White papers
Building Portfolios with Infrastructure: Performance, Cash Flows & Portfolio Allocation
Institutional portfolios have been increasing allocations to unlisted infrastructure investments. However, to fully understand how infrastructure investments can benefit their portfolios, CIOs need better information on the performance and cash flow characteristics of this asset class, as well as a multi-asset, multi-period portfolio construction framework that is fit-for-purpose when allocating to illiquid, private investments alongside liquid, public investments.
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ESG Viewpoint: Biodiversity Best Practice and Engagement Approach
Nature loss poses financially material risks for asset managers. We explain how biodiversity risks can be assessed, outline our approach to engaging with businesses on the topic and detail our best practice framework.
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Global Investment Outlook: Finding opportunities in 2023 after a (un)forgettable market year
In this Global Investment Outlook, our investment teams offer their perspectives and, most importantly, their key investment opportunities for 2023. The silver lining from 2022’s difficult markets appears to be an improved potential for long-term returns, and the return of diversification within multi-asset portfolios.
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EM equities: Three things we are thinking about today
China reaches an inflection point.
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U.S. markets outlook for 2023
The S&P 500 Index recorded its worst year in more than a decade in 2022, falling 13.1% through to 30 November. And investors face more market volatility in the year ahead as the macroeconomic environment poses headwinds for many companies.
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2023 US investment grade credit outlook: Fixed income is finally delivering income!
Franklin Templeton Fixed Income: Investors can play both offense and defense through their allocations to US investment-grade corporate bonds.
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Can impact strategies realise financial and environmental goals?
A growing number of investors are looking to incorporate ESG-focused investments into portfolios, and the market for environmentally themed impact investing continues to grow. However, many institutional investors remain unsure of how to best incorporate environmental targets into investment models.
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White papers
Uruguay’s experiment in sovereign sustainability-linked bonds
Uruguay has made strides in ESG (environmental, social and governance) investing with the issuance of a sustainability-linked bond (SLB), making it only the second sovereign issuer to do so.