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Now the dust has settled on Labour's first budget, Richard Bullas reflects on what it means for the UK's equity markets.

Financial commentator and author Merryn Somerset Webb will grill three Franklin Templeton fund managers who believe their strategies could benefit from a falling rate environment. We explore the rationale behind allocating to UK mid-caps, US smaller companies and global infrastructure income at this point in the rates cycle. 

Infrastructure is the life blood of economies. The desire for better, faster and cleaner is only accelerating due to the trends of decarbonisation, growing electricity demand and digitalization, which look set to remain long into the future. In addition, the consensus believes that economies have reached peak interest rates and any moderation of rates is likely to be an additional tailwind for higher duration infrastructure businesses. After a modest 18 months in the infrastructure landscape, we think these factors make infrastructure an attractive opportunity now.

The Japanese economy and stock market are turning a corner after decades of disappointment. Mutual Series believes finding the companies that are truly embracing reform could prove crucial in uncovering and unlocking tremendous value over the next few years.

Western Asset: Active management in emerging market (EM) debt can generate alpha and outperform passive investments due to the idiosyncrasies and inefficiencies present in the asset class.

In this quarter’s Innovation Insights, Franklin Equity Group takes note of four innovations to improve life as we know it, ranging from the way we hear to the way we heal.

With history set to repeat itself, why now is the time for UK mid-caps. Martin Currie's Chief Investment Officer, Michael Browne, puts the spotlight on falling interest rates and what could happen to mid-caps when rates fall.

ClearBridge Investments: The distinct nature of the current cycle has foiled traditional recession indicators while markets may be in a unique valuation regime.