In this Global Investment Outlook, we focus on the attractiveness of investments beyond cash including fixed income, equities and alternatives. Our investment teams provide useful exhibits to discuss opportunities for the rest of the year.
After a period of underperformance for UK mid cap stocks, we believe that investors should be reminded of some of the key characteristics that make the FTSE 250 a particularly attractive space at the present time.
Rishi Sunak’s enthusiasm is welcome. But his plans for Britain fall short.
Web3 consumer engagement models are still in their infancy but could have the potential to unlock incremental value and enable price discovery for creators and investors alike.
The longer-term risks of sticky inflation, monetary policy changes and slowing economic growth continue to challenge the markets.
Asia and the shifting sands of geopolitics and globalization
Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth
Much has changed since the last coronation but we still see echoes of that bygone era in today’s markets. We explore some of 1953’s trends and see how these are echoed in the UK today. We reveal the jewels in the crown of the confectionary, apparel, luxury goods and travel sectors
A disciplined focus on companies within a market capitalisation range between £100m and £1bn provides investors clear differentiation between our small- and mid-cap offerings but there are also some compelling reasons to hunt within this range.
By its nature, technology innovation drives changes in how governments, businesses, the military, educational centers, service sectors, community groups, and individuals operate in their daily lives. Part I of this series laid out the emerging technologies that provided the new capabilities and infrastructure that enabled such change. Part II looks at how these new abilities and technologies were deployed, how they impacted modern society and how those impacts built upon themselves, generating a set of five megatrends over time.
ClearBridge Investments: Actions to mitigate and adapt to climate change will disrupt many sectors, creating both winners and losers.
In their latest Innovation insights, Franklin Equity Group examines four advancements they found interesting this quarter from the next frontiers in generative AI to fusion energy, agriculture, and life extension.
The metaverse—represented by immersive, shared online virtual worlds—has captured the attention not only of gamers, but also global enterprise across many industries. And it’s unlocking new investment opportunities, according to Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton ETFs.
Rising interest rates have made bonds a more attractive source of income. However, the FTSE 100 remains a natural hunting ground for active managers. We propose three compelling arguments for UK equity income exposure.
Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
Income can be hard to find these days - unless you know where to look for it. We sit down with ClearBridge Investment's Shane Hurst, Martin Currie's Ben Russon and Brandywine's Will Vaughan to discuss how to achieve a sustainable income in a volatile and highly inflationary environment.
Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.
Making the case for international value investing—thoughts from Templeton Global Equity Group on why now’s the time to consider expanding one’s investment horizons.
Dan Green is tapping into four key long-term investment themes where pioneering goods and services are an emerging trend: The Digital Economy, Consumer Brands, Content & IP Creation and Decarbonisation. In the final instalment of a four-part series, he discusses the structural transformation driven by society’s shift to net-zero carbon solutions.
Five months into their premiership on the FTF Martin Currie Japan Equity Fund, Head of Japan Strategy and Research Reiko Mito, and Portfolio Manager Paul Danes, will take you through the story so far. Hear how the Japanese market has reacted to historic shifts in economic policy and the return of inflation to the region. The due will then highlight portfolio activity and the future opportunities emerging within 'The New Japan'. Client Portfolio Manager Tim Baker will moderate the session which will conclude with investor Q&A.