Beyond Bulls & Bears

Meet the Manager: Lauren DeMore
Equity

Meet the Manager: Lauren DeMore

Emerging markets expertise can be a springboard to unexpected advancement, as Lauren DeMore discovered when she became a Portfolio Manager focusing on large-cap value strategies. Encouragement from colleagues helped, and now Lauren tries to do the same for others, as she describes in this Q&A.

Quick Thoughts: China acts—how will markets react?
Perspectives

Quick Thoughts: China acts—how will markets react?

China’s central bank and financial regulators recently adopted policy measures aimed at revitalizing its struggling property sector, curbing economic slowdown and combating deflation. This policy shift, endorsed by President Xi Jinping and the Politburo, sparked a significant rally in Chinese equity markets. Franklin Templeton Institute offers conclusions based on these actions and delves into long-term investment implications for Chinese and global markets.

Quick Thoughts: Expanding opportunities in India’s equity markets
Equity

Quick Thoughts: Expanding opportunities in India’s equity markets

Franklin Templeton Institute’s Stephen Dover and Christy Tan offer insights for investors on the growing and diverse Indian market.

Quick Thoughts: Market dislocations—implications for investors
Multi-Asset

Quick Thoughts: Market dislocations—implications for investors

While markets appear to be in a tailspin over recent US economic data, it’s too soon to conclude the US is headed toward recession, according to Franklin Templeton Institute’s Stephen Dover. He weighs in on recent market action and the silver lining in Fed rate cuts likely ahead.

Quick Thoughts: What happens when election results are unexpected?
Emerging Markets

Quick Thoughts: What happens when election results are unexpected?

South Africa, Mexico and India all had unexpected election results. Find out what this means for the markets from Franklin Templeton Institute’s Stephen Dover and Kim Catechis.

India elections: reduced BJP majority, but growth remains the focus
Emerging Markets

India elections: reduced BJP majority, but growth remains the focus

Regarding India’s elections, is important to focus on the long term, and our Emerging Markets Equity team does not anticipate significant policy changes in Modi’s likely third term.

India’s post-election growth outlook and investment opportunities
Emerging Markets

India’s post-election growth outlook and investment opportunities

Following the results from India’s weeks-long elections, Hari Shyamsunder, Senior Client Portfolio Manager for Franklin Templeton Emerging Markets Equity, discusses the implications of the electoral outcome. Hari also explores the key trends stimulating India’s economic growth and its long-term investment outlook.

Is Brazil Compellingly Out of Sync?
Perspectives

Is Brazil Compellingly Out of Sync?

The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.

Ukraine-Russia Tensions Signify a Multi-Polar World
Emerging Markets

Ukraine-Russia Tensions Signify a Multi-Polar World

Ukraine-Russia tensions are making headlines—here’s a quick take from Brandywine Global’s Francis Scotland on how he views the situation from an investment-management lens.