Franklin Templeton

10 July 2019
US Fed in Tough Spot as Market Clamours for Rate Cuts
US Fed in Tough Spot as Market Clamours for Rate Cuts

Sonal Desai offers her take on why the Fed might actually be exacerbating market volatility.

15 July 2019
What's Really Driving Oil Market Volatility?
What's Really Driving Oil Market Volatility?

Recent attacks on oil tankers in the Middle East have grabbed headlines but other factors, namely global oil supply-demand dynamics, are more responsible for oil market volatility.

22 July 2019
Trade War Concerns Rattle Emerging Markets
Trade War Concerns Rattle Emerging Markets

Trade tensions caused investors to back away from emerging markets in May, but there are many reasons to be optimistic about the asset class and the earnings outlook ahead.

5 July 2019
The 'Halo Effect' of Saudi Arabia's Emerging Markets Arrival
The 'Halo Effect' of Saudi Arabia's Emerging Markets Arrival

Saudi Arabia’s inclusion in the MSCI Emerging Market Index marks a significant milestone, making the EMEA region much harder for global investors to ignore.

9 July 2019
UK Equity Income: The Case for Being Boring
UK Equity Income: The Case for Being Boring

With no derivatives, bonds, loss-making entities, unquoted or overseas stocks, Colin Morton explains why he still favours a plain vanilla approach.

19 June 2019
Do Look Now: Finding Opportunities in UK Small Caps
Do Look Now: Finding Opportunities in UK Small Caps

The size and sophistication of the small cap universe coupled with valuation anomalies stemming from reduced analyst coverage is driving opportunity

17 June 2019
On My Mind: Embracing Tech Disruption
On My Mind: Embracing Tech Disruption

The impact of innovation on productivity, economic growth and global trade will be more profound than most people realise, according to Franklin Templeton Fixed Income CIO Sonal Desai.

13 June 2019
The Search For Yield is Going Green
The Search For Yield is Going Green

With environmental, social and governance (ESG) considerations high on the agenda, investors should not have to sacrifice their green credentials in the search for yield.

11 June 2019
Fundamentals Drive Emerging Markets Performance
Fundamentals Drive Emerging Markets Performance

Franklin Templeton’s Emerging Markets Equity team walks through events moving emerging markets. The team believes the current market environment provides an attractive entry point for investors.

14 May 2019
The Case for Active Gilts Management as Volatility Returns
The Case for Active Gilts Management as Volatility Returns

Coming to terms with the return of volatility and the implications for the gilts market and why an active approach to gilts management makes sense.

12 May 2019
EM Small-Caps: Due for a Rebound?
EM Small-Caps: Due for a Rebound?

While investor interest in emerging markets picked up in the first quarter of 2019, many seemed to overlook small-cap stocks.

9 May 2019
Opportunities in the Next Emerging Markets
Opportunities in the Next Emerging Markets

Africa is often an overlooked part of the emerging-markets story and why recent investments from China reflect the growth potential for countries such as Kenya and Nigeria.

9 May 2019
Bulls Return to Emerging Markets
Bulls Return to Emerging Markets

After a challenging 2018, investors embraced emerging markets again in the first quarter of 2019 amid supportive fundamentals, including a more dovish US Federal Reserve.

10 April 2019
UK Equity: Reasons for Optimism
UK Equity: Reasons for Optimism

Colin Morton, Franklin UK Equity Team, believes there are some positive developments for the UK economy that many investors may have overlooked amid the Brexit gloom and uncertainty.

31 March 2019
Emerging Markets: Reasons for optimism
Emerging Markets: Reasons for optimism

Three things we’re thinking about today: US-China trade deal, de-escalation between India & Pakistan and the case for higher economic growth in Brazil.

Franklin file
Franklin file
28 March 2019
Emerging Markets Come of Age
Emerging Markets Come of Age

Casting a light on three new realities in Emerging Markets investing: improved governance, increased diversification and the leapfrogging effect of technology.

13 March 2019
Three Technology Titans Reshaping Retail
Three Technology Titans Reshaping Retail

Powerful retailing disruptors are reshaping expectations about shopping by digitising retail markets across the globe. Here, senior analysts from across Franklin Templeton compare how three retailing giants tailor technology to fit local customs, lifestyles and payment abilities.

11 March 2019
Emerging Markets Race Ahead
Emerging Markets Race Ahead

Chetan Sehgal, manager, Templeton Global Emerging Markets Fund, outlines what’s driving 2019 market moves and why they and the team think confidence in emerging markets should continue to improve.

4 March 2019
The Real Risk in Today's Global Markets
The Real Risk in Today's Global Markets

Templeton Global Macro CIO Michael Hasenstab characterises the slowing growth we are experiencing as a cyclical slowdown, not the end of the cycle.