There are 124 item(s) tagged with the keyword "Franklin Templeton".
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With history set to repeat itself, why now is the time for UK mid-caps. Martin Currie's Chief Investment Officer, Michael Browne, puts the spotlight on falling interest rates and what could happen to mid-caps when rates fall.
ClearBridge Investments: The distinct nature of the current cycle has foiled traditional recession indicators while markets may be in a unique valuation regime.
Portfolio manager Dan Green analyses how shifting trends in content consumption are boosting businesses that create innovative content and own strong intellectual property (IP).
With schemes now more advanced in their investment design for private markets, we can expect to see a flurry of fund launches in this space over the next twelve months, according to Lee Hollingworth, Head of UK Retirement.
In this European investment outlook, Martin Currie believes a monetary policy pivot could potentially be supportive for equity markets in 2024.
ClearBridge Investments expects market leadership to broaden in 2024 and believe high-quality defensive stocks will hold up better than the current mega cap leaders in an economic downturn.
In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.
In this 2024 outlook, Franklin Templeton Emerging Markets Equity explores investment opportunities in India, including themes of premiumization/consumerism and the green transition.
After a period on the sidelines, could now be the time that institutional investors reconsider their tactical and strategic UK equity allocations?
Brandywine Global: China’s recovery has lost momentum, becoming more disinflationary over low confidence among households and corporations as well as due to legacy structural problems.
Displaying: 1 - 10 of 124