Beyond Bulls & Bears

Sukuk’s Journey into the Financial Mainstream
Fixed Income

Sukuk’s Journey into the Financial Mainstream

"We consider global sukuk to be a misunderstood asset class. Misconceptions to which sukuk is often subject to include assumptions that sukuk is susceptible to the headline risk associated with oil price volatility, or that it is solely concentrated in a few geographies.” - Dino Kronfol, chief investment officer, Franklin Templeton Global Sukuk and MENA Fixed Income Strategies

Perspectives on Disruption
Equity

Perspectives on Disruption

“In recent years, we’ve seen a number of developments that suggest investors should rethink what they thought they knew. Countless reports have focused on how new technologies, such as self-driving cars, will disrupt global industries. Yet, some disruptions outside the domain of technology get much less attention." – Stephen Dover, Franklin Templeton Investments

How the Asian Financial Crisis Reshaped Emerging Markets
Emerging Markets

How the Asian Financial Crisis Reshaped Emerging Markets

Templeton Global Macro CIO Michael Hasenstab looks at how the response of local policymakers in the two decades since the Asian Financial Crisis has impacted emerging markets, and why he believes some of the most unloved local currency markets today represent exciting opportunities.

A Year for Value?

A Year for Value?

While stocks are certainly vulnerable to near-term volatility, we think the asset class globally remains well positioned for long-term performance potential.