Franklin Equity Group’s Jonathan Curtis suggests that the digital transformation seen during the pandemic for a subset of companies and themes will broaden and extend as the world re-opens.
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.
While UK equities have faced a number of headwinds in 2021, there are reasons to be optimistic about the year ahead, according to Ben Russon and Will Bradwell of our Franklin UK Equity team. They discuss the economic recovery from COVID-19, inflation, the state of the consumer and why stock valuations look attractive.
Franklin Equity Group’s Matt Moberg and his team highlight three reasons we may be experiencing the demise of mean reversion investing and how we may be at the beginning of a period in which growth outperforms value.
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
Martin Currie: Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head-to-head with their developed-market peers.
Martin Currie: Demand driven income growth opportunities from ‘behind the scenes’ Asia Pacific utilities.
Martin Currie: Strong Support from a Long-Term Infrastructure Upgrade Cycle.
Franklin Equity Group’s Jonathan Curtis says the digital transformation themes that accelerated during the COVID-19 crisis are still just getting started.
Martin Currie explores the economic rebound, willingness to get back to everyday life and impact on Real Assets.
Templeton Global Equity Group weighs in on how companies can contribute to reducing carbon emissions on a global scale.
Our Chief Market Strategist Stephen Dover believes blockchain has the potential to launch a new global digital Renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.
In this Macro Perspectives, we explore macroeconomic views across our specialist investment teams. It turns out, not everybody agrees on the path forward.
Countries can emerge stronger economically from the COVID-19 pandemic through green and sustainable investing. Global Macro Views highlights five country case studies.
From the height of the pandemic to today, our Emerging Markets Equity Team’s conviction in the growing structural advantages of emerging markets has only strengthened.
As more international investors seek opportunities in China, it has raised awareness and interest in ESG. Our Michael Lai looks into the ESG challenges local businesses face.
Panel discussion takeaways from “Sustainable Investment Strategies Post-COVID”
In the past few years, cryptocurrencies have certainly attracted speculators given their dramatic price moves, but is there a long-term case for crypto from a practical standpoint, and for more traditional investors? We posed these and other questions to Franklin Equity Group Research Analyst Anthony Hardy, who shares his thoughts.
This issue of Trends Reinforced explores how Brazil could be gearing up for a year of recovery, with the help of domestic drivers.