All White papers articles – Page 5
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White papersBond Voyage: A journey into fixed income
In this summer edition of Bond Voyage, we discuss topical themes in liquidity, emerging-market debt, investment-grade credit and global sovereign bonds.
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White papersLiquidity optimisation for insurers: Building a bespoke portfolio solution
In the third part of our liquidity optimisation series, we look at how bespoke liquidity portfolios that take into account the interplay between different assets can suit the needs of insurers.
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White papersModi’s Growth Agenda Flexes to Meet Needs of Allies
Portfolio manager Swagato Ghosh explains how India’s post-election budget may have placated concerns for now over the viability of Modi’s growth strategy under the new coalition government.
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White papersMaking sense of market volatility
Global markets have been whipsawed by a series of sharp blows in the last few days, mainly centering around concerns about the health of the U.S. economy. Our view remains that the strength of household and corporate balance sheets implies recession is unlikely, but we acknowledge that risks are building. To help decipher and contextualize the current market reaction, Chief Global Strategist, Seema Shah, and Equities Chief Investment Officer, George Maris, provided some clarity into the current situation and their expectations for the remainder of 2024.
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White papersDeep Waves: Longevity—the undertow to the demographic wave
Franklin Templeton Institute’s Kim Catechis suggests longer life expectancy around the world is a blessing but calls for preparation. This includes financial services firms that can develop longer client relationships by placing extra emphasis on building trust with aging investors.
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White papersCorporate Hybrid Issuers Adopt a 30-Year Maturity Standard
A growing trend for issuing corporate hybrids with shorter contractual maturities is further reducing aspects of risk in the asset class. Recent corporate hybrid issuance, in both Europe and the U.S., suggests a trend for moving from long-dated or perpetual contractual maturity structures to shorter-dated 30-year maturities.
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White papersInnovation, Conflict and a Mysterious Disappearance
This year’s recommendation for vacation reading is a fascinating page-turner about one of the early 20th century’s most influential inventors. With the calendar turning to August, it’s the time of year when many market participants will be seeking the opportunity to take a vacation, enjoy the Olympics and generally get a break from the relentless headlines.
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White papersNo winners in the Thames Water travails
Whatever angle you look at things from the prospects for future investment in the UK water sector don’t look good, for anyone. The travails of Thames Water especially (but other water companies are not exempt) have wrought such damage to the sector’s reputation that water, once a byword for the essence of life, is now more commonly aligned in headlines with words including risk, sewage and pollution.
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White papersPrivate credit: Everything old is new again
How do credit markets diversify and potentially smooth out returns in a portfolio? John Popp and Chris Kempton from UBS Credit Investments Group (CIG) discuss the latest market developments, opportunities, and more.
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White papersCredit’s turn to shine
From attractive yields to strong fundamentals, our analysis shows that credit markets have the potential to outperform.
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White papersEmerging markets in the new world order
The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt.
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White papersPrivate Credit: Lessons from a deal-making expert
In a volatile economic climate with inflation and interest rate uncertainties, Kevin Lawi, Head of Private Credit at Credit Investments Group in UBS Asset Management, provides insights on the current state of public and private debt markets
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White papersJapan: The butterfly effect
Japanese equities have recently experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacific Equities, examines the drivers of the market volatility and asks what the potential implications could be for investing in Japan.
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White papersEnvironmental Transition: Capturing Opportunity And Driving Real-World Impact
The most immediate and tangible impact on reducing carbon emissions can be achieved by helping high emitters that are restructuring their business models and repositioning themselves for a greener economy – companies often referred to as “carbon improvers” – to transition faster and more efficiently.
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White papersThe Generational Divide
Leveraging data from the Retirement Survey & Insights Report 2023, this supplemental report examines the challenges faced by each working generation (working Baby Boomers, Generation X, Millennials, and Generation Z) in an effort to better understand their retirement journey.
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White papersPrivate Equity Value Creation Series: Sustainable Investing Trends
Sustainable investing continues to prove a complex and multi-faceted topic. The number of regulatory requirements aimed at corporations and investors is massive and growing, often resulting in reporting fatigue. Impact management and measurement is an area gaining more concrete focus. And while still relatively nascent, social impacts (the “S” in ESG) are beginning to be more clearly articulated and systematically included in company sustainability frameworks.
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White papersAsset Management Mid-Year Outlook 2024: Cutting Through Complexity
As we head into the second half of 2024, our investment teams share their views on the most meaningful market trends and potential opportunities and risks.
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White papersInsurance Survey 2024
The 13th annual Global Insurance Survey incorporates the views of 359 Chief Investment Officers (CIOs) and Chief Financial Officers (CFOs) representing over $13 trillion in balance sheet assets combined, approximately half of the balance sheet assets for the global insurance sector.
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White papersOur Thoughts on the Global Selloff
Portfolio Managers Shuntaro Takeuchi, Michael Oh, CFA, and Andrew Mattock, CFA, assess the reasons for the heightened volatility and sharp moves in global markets.
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White papersEmerging Markets Insights: Small caps shine
In this issue, the Franklin Templeton Emerging Markets Equity team highlights a potential semiconductor earnings recovery and likely US and global interest-rate cuts as drivers of performance in emerging markets.
