Beyond Bulls & Bears

Global Economic Perspective: April
Fixed Income

Global Economic Perspective: April

“The extent to which the global economy’s upturn is threatened by the uncertainty over trade policy is clearly the main issue preoccupying many investors. Our view is that market sentiment often swings to extremes in these circumstances, running well ahead of actual events, and the risk of a major disruption to global trade remains low.” - Franklin Templeton Fixed Income Group

How the After-Effects of Recent Volatility Are Working Their Way Through Markets
Multi-Asset

How the After-Effects of Recent Volatility Are Working Their Way Through Markets

Franklin Templeton Multi-Asset Solutions’ Matthias Hoppe examines the fallout from recent bouts of market volatility from a multi-asset investment perspective.

Emerging Markets: Mapping the Opportunities
Emerging Markets

Emerging Markets: Mapping the Opportunities

Perhaps the most important step that emerging markets have taken to reduce their vulnerability to financial crises is the remarkable deepening of domestic financial markets over the past decade. In many countries, the development of a reliable domestic investor base has benefited from the rise of a broad middle class.

Global Macro Imbalances and Opportunities
Emerging Markets

Global Macro Imbalances and Opportunities

From a labor market perspective, we think it is hard to justify maintaining interest rates at zero or to pursue a negative-interest rate policy in the United States. We would argue the Fed should be raising rates sooner rather than later to avoid losing credibility.

How India Is Stepping Out of China’s Shadow
Alternatives

How India Is Stepping Out of China’s Shadow

A combination of a growing middle class and increased commercialisation of the rural sector (and ultimately infrastructure) could potentially set the stage for increased urbanisation in years to come.

This Is Not 2008

This Is Not 2008

The risk aversion across emerging markets appears to have reached a maximum state of unwarranted pessimism, in our view, and we see a vast set of valuation opportunities amid the volatility.

New Year’s Vantage Point: Mark Mobius

New Year’s Vantage Point: Mark Mobius