Franklin Templeton

19 March 2021
Asia at the forefront: The world's uneven emergence from COVID-19
Asia at the forefront: The world's uneven emergence from COVID-19

This Global Macro Shifts explores the consequences of extraordinary policy responses and the economic outlook for a post-pandemic recovery.

 

8 March 2021
Disruptive Commerce: Upending Ecosystems and Unlocking Innovation
Disruptive Commerce: Upending Ecosystems and Unlocking Innovation

Franklin Equity Group’s Matt Moberg and his team explore the ‘Cambrian-like’ explosion of new businesses and business models—and investment opportunities— in the e-commerce “ecosystem”.

3 March 2021
The Newest "New Normal": The World in the Wake of COVID-19
The Newest "New Normal": The World in the Wake of COVID-19

“Academic partnership takeaways from lecture series with Green Templeton College at University of Oxford”.

 

3 March 2021
Quick Thoughts: The Birth of Global Tech Continues
Quick Thoughts: The Birth of Global Tech Continues

Chief Market Strategist, Stephen Dover explores one of the world’s hottest sectors.

17 February 2021
PODCAST: Comparing the Recovery in US and Emerging Markets - Copy
PODCAST: Comparing the Recovery in US and Emerging Markets

Franklin Equity Group’s Grant Bowers and Templeton Emerging Markets Equity’s Chetan Sehgal join our Alistair MacDonald for a conversation about the rate of economic recovery in the United States versus emerging market countries and the implications for equity investors.

2 February 2021
Global innovations driving zero-carbon cement
Global innovations driving zero-carbon cement

Company-level metrics provide only half the picture of zero-carbon cement. Our Emerging Market Equity and ESG teams’ on-the-ground analysis provides the other half.

 

22 January 2021
Taiwans' Institutional Resilience
Taiwans' Institutional Resilience

Taiwan is illustrative of a broader transformation in emerging markets over the last decade.

20 January 2021
Technology one world two systems
Technology one world two systems

In this issue of Trends Reinforced, Chetan Sehgal explains why the global pandemic and US-China rivalry has driven demand for greater resilience and security of supply chains.

13 August 2020
"Build Back Better": COVID-19 Brings the "S" From ESG Into Focus
"Build Back Better": COVID-19 Brings the "S" From ESG Into Focus

Dislocations resulting from the COVID-19 pandemic shine a light on ESG issues.

10 July 2020
UK Equity Income: Unprecedented Times Bring Shifting Dividend Policies
UK Equity Income: Unprecedented Times Bring Shifting Dividend Policies

Franklin UK Equity Team's Colin Morton on what does the future for UK dividends look like.

8 July 2020
Emerging Markets: Taking Leadership in Technology
Emerging Markets: Taking Leadership in Technology

In the final post of our three-part series, the Franklin Templeton Emerging Markets Equity Team explains how emerging market companies are innovating.

8 July 2020
Emerging Markets: The Single Commodity Focus Has Shifted
Emerging Markets: The Single Commodity Focus Has Shifted

As emerging markets cope with the COVID-19 epidemic, Franklin Templeton’s Emerging Markets Equity team considers three new realities they see in the emerging markets today.

8 July 2020
Emerging Markets: Policy Improvements Increase Resilience in Times of Stressm
Emerging Markets: Policy Improvements Increase Resilience in Times of Stressm

Franklin Templeton’s Emerging Markets Equity team considers three new realities they see in the emerging markets today.

24 June 2020
Biotechnology Innovation During COVID-19
Biotechnology Innovation During COVID-19

Innovation has always been a key driver for the biotechnology industry, even in the midst of the COVID-19 pandemic.

22 June 2020
On My Mind: If You Open It, They Will Come
On My Mind: If You Open It, They Will Come

When will the global economy return to a sense of normalcy? Dr. Sonal Desai offers her take.

18 June 2020
US-China Trade Tensions Resurface as Lockdowns Lift
US-China Trade Tensions Resurface as Lockdowns Lift

As China’s economy continues to recover from the COVID-19 lockdown, other issues—such as trade tensions—have started to resurface.

8 June 2020
Coronavirus: Signs of Normalcy Emerge as China Re-Opens
Coronavirus: Signs of Normalcy Emerge as China Re-Opens

Franklin Templeton Emerging Markets Equity’s Andrew Ness looks at the latest developments in Asia, and considers how some cash-rich companies in North Asia could prove survivors of the crisis.

5 June 2020
EU Delivers Comprehensive Fiscal Rescue Package
EU Delivers Comprehensive Fiscal Rescue Package

The European Commission has unveiled a sweeping new coronavirus fiscal rescue package, including the issuance of new bonds.

3 June 2020
COVID-19 Challenges in African Economies
COVID-19 Challenges in African Economies

While COVID-19 infection rates in the African continent remain low, our VP, Franklin Templeton Emerging Markets Equity, Danesh Ranchhod considers the economic challenges if this changes.

1 June 2020
European Fixed Income: Coming Out of Crisis
European Fixed Income: Coming Out of Crisis

David Zahn, Head of European Fixed Income, explores how it might be the best time in years to invest in Euopean fixed income.