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After a period on the sidelines, could now be the time that institutional investors reconsider their tactical and strategic UK equity allocations?

Brandywine Global: China’s recovery has lost momentum, becoming more disinflationary over low confidence among households and corporations as well as due to legacy structural problems.

In addition to increasing demand for air travel due to a rapidly growing population, other positive trends are setting the stage for India’s economy and markets to take off. Franklin Templeton’s Head of Global Index Portfolio Management, Dina Ting, discusses the country’s supportive government programs as well as its market’s strong financial, IT and energy sectors.

Brandywine Global: With the Bank of England still struggling to contain inflation, we believe market expectations for additional near-term rate hikes have left gilts attractively valued relative to other G10 countries.

Martin Currie: Tightening US credit lending conditions could pose a growing risk to US economic growth. Read the latest market update from Zehrid Osmani.

In this Innovation Insights, Matt Moberg, portfolio manager with Franklin Equity Group, discusses eight ideas that matter based on his recent observations of the marketplace. He also shares his expectations for how these ideas may evolve.

In this Global Investment Outlook, we focus on the attractiveness of investments beyond cash including fixed income, equities and alternatives. Our investment teams provide useful exhibits to discuss opportunities for the rest of the year.

After a period of underperformance for UK mid cap stocks, we believe that investors should be reminded of some of the key characteristics that make the FTSE 250 a particularly attractive space at the present time.