This Global Macro Shifts explores the consequences of extraordinary policy responses and the economic outlook for a post-pandemic recovery.
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”.
“Academic partnership takeaways from lecture series with Green Templeton College at University of Oxford”.
Chief Market Strategist, Stephen Dover explores one of the world’s hottest sectors.
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.
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.
Taiwan is illustrative of a broader transformation in emerging markets over the last decade.
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.
Dislocations resulting from the COVID-19 pandemic shine a light on ESG issues.
Franklin UK Equity Team's Colin Morton on what does the future for UK dividends look like.
In the final post of our three-part series, the Franklin Templeton Emerging Markets Equity Team explains how emerging market companies are innovating.
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.
Franklin Templeton’s Emerging Markets Equity team considers three new realities they see in the emerging markets today.
Innovation has always been a key driver for the biotechnology industry, even in the midst of the COVID-19 pandemic.
When will the global economy return to a sense of normalcy? Dr. Sonal Desai offers her take.
As China’s economy continues to recover from the COVID-19 lockdown, other issues—such as trade tensions—have started to resurface.
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.
The European Commission has unveiled a sweeping new coronavirus fiscal rescue package, including the issuance of new bonds.
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.
David Zahn, Head of European Fixed Income, explores how it might be the best time in years to invest in Euopean fixed income.