K2 Advisors’ Brooks Ritchey believes the most recent market volatility has been a function of some asset-price distortions stemming from central bank actions. Here, he explains what it all means for investors—and for hedge-fund vehicles in particular.
As the Chinese New Year ushers in the Year of the Pig, Franklin Templeton’s Chetan Sehgal considers how the characteristics of the Chinese zodiac’s pig might relate to some of the themes on emerging market investors’ minds in 2019.
As investors continue to grapple with market jitters brought on by months of US-China trade tensions, Franklin Templeton’s Chetan Sehgal considers recent volatility, some misconceptions about emerging markets and the positive factors that might be missed.
The evolution of artificial intelligence (AI) has rarely been far from the headlines in recent years. Our research analysts examine the growing influence of AI across sectors and explain how they evaluate investment potential for AI capabilities.
Numerous uncertainties weighed on investor sentiment in 2018, although the fourth quarter saw some outperformance versus developed markets. Franklin Templeton’s Chetan Sehgal presents the team’s overview of the emerging-markets universe, along with their current outlook.
Newspaper headlines might suggest there’s little reason to cheer for UK equity investors right now. However, Franklin Templeton’s Colin Morton believes the current despondent sentiment could present some interesting opportunities to pick up a bargain.
2018 ended with an unusually high number of negative forces creating a perfect storm for investors. The matrix of potential outcomes on Brexit alone are mind boggling but add in the other factors such as trade disputes, and US policy and making any conviction call on the short-term outlook for the UK equity market becomes all but impossible. In this short article, Colin Morton from the Franklin UK Equity Team discusses some of the factors that are influencing markets and portfolio construction.
‘Investors that are not prepared for concurrent price corrections in US Treasuries and other asset classes in 2019 may be exposed to unintended risks.’ Michael Hasenstab, Chief Investment Officer, Templeton Global Macro.
We maintain high expectations for growth around the theme of technological innovation, which is where wealth creation can occur in any economic cycle. Our experience in active management helps us identify companies displaying innovation that leads to sustainable competitive advantages and favourable growth regardless of market conditions.
Emerging markets are confronted with a number of near-term challenges, resulting in valuations that were approaching crisis levels by November 2018—but longer-term buying opportunities are developing given continued underlying fundamental strengths.
It’s approaching crunch time for Brexit. The resolution is far from clear, but Colin Morton, manager, Franklin UK Equity Income Fund, believes Brexit is unlikely to define the United Kingdom in five to 10 years’ time and that suggests there should be potential opportunities to be found in the current environment.