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There are 127 item(s) tagged with the keyword "Franklin Templeton".

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Springtime for Japanese stocks

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.

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Emerging market debt--Go active or go home

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.

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Innovation Insights Quarterly: Q2

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.

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UK equities: No muddle in the middle!

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.

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The Long View: A unique cycle

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

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UK small caps: content creation & intellectual property

Portfolio manager Dan Green analyses how shifting trends in content consumption are boosting businesses that create innovative content and own strong intellectual property (IP).

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LTAFs gain popularity among workplace pension schemes

With schemes now more advanced in their investment design for private markets, we can expect to see a flurry of fund launches in this space over the next twelve months, according to Lee Hollingworth, Head of UK Retirement.

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A more supportive backdrop despite challenges

In this European investment outlook, Martin Currie believes a monetary policy pivot could potentially be supportive for equity markets in 2024.

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US equity outlook: Market breadth to dictate bullishness

ClearBridge Investments expects market leadership to broaden in 2024 and believe high-quality defensive stocks will hold up better than the current mega cap leaders in an economic downturn.

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India in 2024 and beyond

In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.

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Displaying: 1 - 10 of 127