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.
ClearBridge Investments: The distinct nature of the current cycle has foiled traditional recession indicators while markets may be in a unique valuation regime.
Brandywine Global discusses whether US dollar strength may continue and how that outlook could impact other currencies.
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.
Portfolio manager Dan Green analyses how shifting trends in content consumption are boosting businesses that create innovative content and own strong intellectual property (IP).
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.
In this European investment outlook, Martin Currie believes a monetary policy pivot could potentially be supportive for equity markets in 2024.
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.
In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.
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.
In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.
Are markets correctly pricing inflation? What’s next for the economies and global markets following the recent banking sector turmoil? Will the US dollar weaken? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
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.