Russian President Putin’s invasion of Ukraine has resulted in an unexpected response: a more united Europe. This week, Chief Market Strategist Stephen Dover discusses Europe’s near-term challenges and why you should not discount its resilience.
Despite the pressures on household finances, there are encouraging signs for continued UK economic growth—and attractive market valuations.
Franklin Equity Group’s Jonathan Curtis suggests that the digital transformation seen during the pandemic for a subset of companies and themes will broaden and extend as the world re-opens.
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signaled a greater degree of concern; but investors seem to think that the Fed will blink when markets balk.
While UK equities have faced a number of headwinds in 2021, there are reasons to be optimistic about the year ahead, according to Ben Russon and Will Bradwell of our Franklin UK Equity team. They discuss the economic recovery from COVID-19, inflation, the state of the consumer and why stock valuations look attractive.
Franklin Equity Group’s Matt Moberg and his team highlight three reasons we may be experiencing the demise of mean reversion investing and how we may be at the beginning of a period in which growth outperforms value.
Our Emerging Markets Equity team shares its views on Chinese property developer Evergrande and the real estate sector in general.
Martin Currie: Emerging markets have made great strides when it comes to ESG over the years, and there is now a constellation of companies which can go head-to-head with their developed-market peers.
Martin Currie: Demand driven income growth opportunities from ‘behind the scenes’ Asia Pacific utilities.