Emerging markets are now outpacing developed nations in growth and credit quality, but Franklin Templeton’s fixed income team says investors should conduct thorough risk assessments for these promising opportunities.
2024 presents a strong market for private equity buyers according to Lexington Investment’s research team, with global secondary transaction volume hitting a record high on LP liquidity needs and GP-led deals.
The Franklin Templeton Fixed Income Central Bank Watch is a qualitative assessment of the central banks for the Group of Ten (G10) nations plus two additional countries (China and South Korea). Each central bank is scored on three parameters: Inflation Outlook Perception, Quantitative Easing/Liquidity Management Programs, and Interest Rate Forward Guidance. The report also provides…
We expect markets to experience many storms in 2024. Portfolios that bend but don’t break are best suited to provide the resiliency for what lies ahead
Global financial markets have been subjected to multiple shocks over the past three years: the COVID pandemic; the end of quantitative easing, with the subsequent tightening of liquidity; the Russia-Ukraine war; and more recently, the unrest in the Middle East. For emerging markets, these developments have had implications for sovereign balance sheets, as well as…
For most of the past 40 years, investors, policymakers and interested observers have become used to the idea of China as a fast-growing, emergent economy, well on its way to achieving middle-income status, with every hope of continuing along a path of resounding economic success. Recently, however, a different story has surfaced. This one portrays China…
In its latest global investment outlook leading investment teams from Franklin Templeton provide a visual example and details on the investment opportunities they are most focused on today.
In our Deep Water Waves publication, we identified several powerful, connected and long-duration factors that will have a significant impact on investment returns over the next decades. One of these is the debt wave, driven primarily by a combination of economic, geopolitical and demographic pressures.
