Franklin Templeton

23 April 2020
Taking a Long-Term View on Innovation
Taking a Long-Term View on Innovation

Matt Moberg shares five technology-enabled themes he thinks are likely to disrupt traditional business practices over the next decade.

14 April 2020
Emerging Markets: Three Things We're Thinking About Today
Emerging Markets: Three Things We're Thinking About Today

Global Flight to Safety Weighed on Emerging Markets in the First Quarter.

10 April 2020
Perspective on China and Emerging Markets: Recovery Begins - Copy
Perspective on China and Emerging Markets: Recovery Begins

Hear how the recovery from the coronavirus shock is underway in China.

6 April 2020
China Uses the Appropriate Tools in Its Kit--What's Next for Chinese Equities? - Copy
China Uses the Appropriate Tools in Its Kit--What's Next for Chinese Equities?

As China starts to emerge from the coronavirus crisis, what might a recovery look like?

8 April 2020
US Equity Market Update on Recent Volatility: Three Reasons for Optimism - Copy
US Equity Market Update on Recent Volatility: Three Reasons for Optimism

The impact of the coronavirus on the US economy still isn’t fully known yet, as the situation continues to evolve. However, Franklin Equity Group’s Grant Bowers sees at least three reasons to be optimistic about the long-term recovery.

3 April 2020
Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks
Adaptability Goes a Long Way for UK Small and Mid-Cap Stocks

UK small- and mid-cap companies could emerge from this crisis a bit leaner. Thoughts on why this is encouraging by Richard Bullas and Dan Green.

3 April 2020
Weighing UK Dividend Suspensions
Weighing UK Dividend Suspensions

Franklin UK Equity Team's Colin Morton explains why UK-listed companies in consumer-facing sectors are cutting or suspending dividends in the wake of the coronavirus pandemic.

26 March 2020
Coronavirus Dampens UK Equity Outlook--For Now
Coronavirus Dampens UK Equity Outlook--For Now

Franklin UK Equity Team's Colin Morton weighs in on the increasing economic impact of the coronavirus and his perspective on its impact for the UK Market.

8 November 2019
The Four Pillars to Face a World of Uncertainty
The Four Pillars to Face a World of Uncertainty

Global investors are facing extraordinary economic, political and financial market conditions that risk sending the world into a perilous period. Franklin Templeton’s Michael Hasenstab explains why he sees these conditions as an opportunity.

15 November 2019
UK Equity: A Means to a Dividend?
UK Equity: A Means to a Dividend?

Colin Morton why he’s optimistic about potential rising dividend opportunities among UK-listed firms.

11 November 2019
India's Surprise Tax Cut
India's Surprise Tax Cut

Amid slowing economic growth in India, the Modi government’s surprise corporate tax cuts have come at an opportune time.

8 November 2019
Staying Nimble Amid an Uncertain Outlook
Staying Nimble Amid an Uncertain Outlook

Franklin Templeton’s senior investment leaders discuss why they do not see a recession in the near term, but are taking a cautious and nimble approach.

1 November 2019
Six Reasons to Care about Climate-Change Investing
Climate-Change Investing

Why should investors care about climate change? Here’s a look at the investment implications attributable to climate change from Templeton Global Equity Group’s Maarten Bloemen and Matthew J. Kiernan, Chief Executive of Inflection Point Capital Management Inc.

27 August 2019
Food Security Through an ESG Lens
Food Security Through an ESG Lens

Consumers in emerging markets are demanding more meat. But with virulent animal diseases threatening some traditional sources of their meat proteins, they are having to look beyond their domestic and regional markets to sate the demand.

23 August 2019
Brazil Takes Big Reform Step
Brazil Takes Big Reform Step

President Jair Bolsonaro’s election ignited market optimism on promises to reform pensions to get Brazil’s fiscal house on a firmer footing. Franklin Templeton weigh in on what the breakthrough means for the country, and for investors.

21 August 2019
A Strong Quarter Pulled Emerging Markets Up
A Strong Quarter Pulled Emerging Markets Up

Trade issues continue to dominate headlines, with easing in US-China trade tensions providing a boost to emerging markets overall during the month of June. But Franklin Templeton Emerging Markets Equity cautions trade-related headwinds could persist. The team shares its latest emerging-market outlook and explains why the small-cap space looks attractive right now.

19 August 2019
India's Budget Moving in the Right Direction
India's Budget Moving in the Right Direction

India’s new budget aims to give the economy a boost via tax cuts and other measures to stimulate foreign investment. Franklin Templeton’s Sukumar Rajah says while there are likely to be some winners and losers from an investment standpoint, overall, the government seems to be moving in the right direction to spur economic growth.

16 August 2019
Where Bricks Are Beating Clicks
Where Bricks Are Beating Clicks

It seems that for every retail mall that closes, a distribution warehouse opens. Franklin Real Asset Advisors outline the opportunities they see in new demand for logistics infrastructure.

14 August 2019
Looking Beyond the FAANGs For Fresh Technology Investment Opportunities
Looking Beyond the FAANGs For Fresh Technology Investment Opportunities

The technology sector offers attractive long-term potential. In this article, Franklin Templeton champion the contributions of lesser known names and explores the opportunities presented by the rollout of 5G technology.

12 July 2019
From Imitation to Innovation
From Imitation to Innovation

No longer simply copying advances made in the developed world, emerging market companies are now leading the way with growing research and development budgets and eye-catching innovations.