Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Income can be hard to find these days - unless you know where to look for it. We sit down with ClearBridge Investment's Shane Hurst, Martin Currie's Ben Russon and Brandywine's Will Vaughan to discuss how to achieve a sustainable income in a volatile and highly inflationary environment. 

Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.

Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.

Dan Green is tapping into four key long-term investment themes where pioneering goods and services are an emerging trend: The Digital Economy, Consumer Brands, Content & IP Creation and Decarbonisation. In the final instalment of a four-part series, he discusses the structural transformation driven by society’s shift to net-zero carbon solutions.

Five months into their premiership on the FTF Martin Currie Japan Equity Fund, Head of Japan Strategy and Research Reiko Mito, and Portfolio Manager Paul Danes, will take you through the story so far. Hear how the Japanese market has reacted to historic shifts in economic policy and the return of inflation to the region. The due will then highlight portfolio activity and the future opportunities emerging within 'The New Japan'. Client Portfolio Manager Tim Baker will moderate the session which will conclude with investor Q&A. 

Despite recent underperformance of small- and mid-cap UK equities, Martin Currie UK Equity Team’s Richard Bullas and Dan Green share reasons to be optimistic about the long term. They also discuss where they are finding opportunities and the qualities of companies to look for.

Infrastructure has recently seen increased attention as broad equities have been weaker in 2022 due to inflation, rising interest rates, global supply chain disruptions from COVID-19 and the war in Ukraine. Shane Hurst, Portfolio Manager with ClearBridge Investments, discusses the opportunities and potential income benefits for investors in the space today.