Franklin Templeton

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. 

ClearBridge Investments expect dire need for infrastructure spending to underpin growth for the next decade and beyond.

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.

Dan Green is tapping into four key long-term investment themes - the first of this four-part series is the UK Digital Economy.

The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth. It also de facto abandoned forward guidance. It was a reminder that economic data eventually rule the day, says Franklin Templeton Fixed Income CIO Sonal Desai. She argues this is a welcome but only partial move to a more realistic stance, and discusses why further hawkish surprises likely lie ahead.

Remaining popular with investors not least due to the low level of returns available on traditional sources of income, equity income investing offers a unique opportunity to benefit from both a company’s dividend yield as well as their long-term capital growth.

Despite concerns about rising interest rates and stock market volatility, there are reasons to be optimistic about the outlook for UK equities.

After a record year in 2020, Korean equities have been trending downwards, but it may be a candidate for a rebound.

Despite increased market volatility, compelling opportunities remain within high-quality technology companies in an increasingly digital world.

The Franklin Templeton Fixed Income Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten nations plus China and South Korea.

Russian President Putin’s invasion of Ukraine has resulted in an unexpected response: a more united Europe. This week, Chief Market Strategist Stephen Dover discusses Europe’s near-term challenges and why you should not discount its resilience.