latest news

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 05 May 2021

Hits: 82

• Investment Insights

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/495597088;302553995;f

Western Asset Portfolio Manager Anthony Kirkham sits down for a Q&A discussion on fixed income investing in the wake of a historic bond market selloff in February.

Read more: Rising Yields, Rising Opportunity?

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 05 May 2021

Hits: 88

• Market Perspectives

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/493613784;300545970;n

Investor behaviour in the current environment has led to some mispricing of risk. Looking past the pandemic, several of our investment managers discuss the implications across asset classes. Access their insights in our latest Global Investment Outlook.

Read more: Inflation, Rotation and Opportunities

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 05 May 2021

Hits: 105

• Growth
• FT Feature

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/495316511;302652315;x

More people are trying to live sustainably when and where they can. The Franklin Global Equity team discuss a company they see as a leader in finding innovative solutions to address this trend while also providing attractive growth opportunities for a portfolio.

Read more: Finding Growth Through Sustainable Innovation

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 04 May 2021

Hits: 87

• Investment Insights

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/495664140;302549414;g

Martin Currie share their latest reporting season wrap. For Australian companies, the vaccine news, ongoing stimulus and strong economic indicators have changed the COVID-focused downturn narrative to one of recovery.

Read more: Australia's Reporting Season Wrap - "Best of the Decade"

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 04 May 2021

Hits: 45

• Market Perspectives

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/495667017;302836018;l

The U.S. economy hasn't experienced an economic boom since the Reagan tax cuts in the early 1980s. However, 2021 is shaping up to be another one. Brandywine Global share why last year’s extraordinary bust shows many signs of morphing into this year’s extraordinary boom.

Read more: America's U-Turn: Turning Last Year's Bust into This Year's Boom

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 04 May 2021

Hits: 74

• Growth
• FT Feature

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/495318707;302652324;g

We brought together three of our autonomous investment managers in a recent macroeconomic roundtable to debate the path for global economic growth, inflation and interest rates. All agreed that global growth will be significant this year, but there is some disagreement as to how persistent it will be. 

Read more: Why Our Managers Disagree on Inflation, Rates, and Growth

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 03 May 2021

Hits: 43

• Investment Insights

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/493574617;300464861;n

The Franklin Templeton Australian Fixed Income team discuss what New Zealand’s aggressive housing policy tells us about both the shape of the recovery and implications for its monetary policy.

Read more: A Sledgehammer to Crack A (Housing) Nut

Details

Written by: Jeremiah Sebastian

Category: Franklin Templeton

Published: 03 May 2021

Hits: 41

• Market Perspectives

• Yes
• External link: https://ad.doubleclick.net/ddm/clk/495330122;302660160;o

Fixed Income CIO Dr. Sonal Desai evaluates global differences in policy decisions, both on the fiscal front as well as in vaccination campaigns, and how these will shape the map of investment opportunities.

Read more: A Tale of Two Recoveries