This year’s top 10 stories included a peek into AustralianSuper’s international equities build out in London, AMP’s move to slash employee benefits, and plenty of hard-hitting analysis of the issues that matter in institutional investment. But the real story is how readers helped shape all of that coverage.
Orbis’ Stuart Place is riding from Melbourne to the Moon and Back to fund a treatment for the “monster of a disease” that his youngest son was born with. The investment industry is rallying behind him.
2024 Franklin Templeton market outlook: Flexibility, resilience and opportunity
The Franklin Templeton investment teams share where they see investment opportunities across asset classes in the attached Global Investment Outlook paper.
In this publication, Franklin Templeton Institute and various independent investment teams provide a diversity of thinking.
This diversity is reflected in wide-ranging views on macro topics such as the growth, inflation and interest-rate outlook, as well as where they believe the best investment opportunities can be found in 2024.
The Franklin Templeton investment teams share their perspectives on the outlook for 2024 through their responses to the following questions:
- Do you expect a soft or hard landing in the major economies?
- How will the path of interest rates and inflation develop in the major economies?
- What catalyst could drive a significant shift in your asset-class focus?
- Where do you see the best investment opportunities?
- What are the main areas of risk?
- What could be a major surprise to markets in 2024?
