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Think Forward, Pay Forward summary report

Meeting for the first time, attendees at Think Forward, Pay Forward brought the rich conversations of Investor Strategy News (ISN)
to life.

Investor Strategy News | 22nd Nov 2023 | More
Opportune time for climate growth investing

Climate solutions, such as companies driving emission reductions through operational and supply chain efficiencies, offer attractive growth opportunities, driven by megatrends that have only accelerated in recent years, according to Morgan Stanley Investment Management. 

Morgan Stanley | 22nd Nov 2023 | More
  • China in transition presents new opportunities for investors: Franklin Templeton

    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…

    Franklin Templeton | 8th Nov 2023 | More
    Energy transition accelerating investment opportunities: Franklin Templeton

    Arguably, humanity’s greatest current challenge is the need to shift to low and net-zero carbon in a little less than 30 years. New technologies are accelerating the renewable energy transition while reducing environmental impacts. The renewable energy sources of today and the future require new and smarter technologies as well as the rapid creation of…

    Investor Strategy News | 2nd Nov 2023 | More
  • Franklin Templeton’s global investment outlook: a broadening opportunity set

    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.

    Franklin Templeton | 19th Oct 2023 | More
    Franklin Templeton: Fixed Income Views

    The Fixed Income team no longer projects a technical recession in the United States, and the trajectory of disinflation in both the United States and euro area will flatten—primarily due to wage pressures stemming from record low unemployment—and central banks are thus likely to keep rates higher for longer.

    Investor Strategy News | 21st Sep 2023 | More
    Emerging Market Green Bonds 

    This fifth edition of the ‘Emerging Market Green Bonds Report’ reviews key green, social, sustainability, and sustainability-linked (GSSS) bond market trends in 2022 and outlines our expectations for 2023 and beyond. It also discusses the implications for the asset class of recent developments in policy, regulation, and technology. As in the previous four editions, this…

    Investor Strategy News | 13th Sep 2023 | More
    Franklin Templeton analyses the rising corporate and household debt wave

    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.

    Franklin Templeton | 31st Aug 2023 | More
    Eyeing a credit-friendlier world, Marks preps for bargain hunting

    With higher (for longer) interest rates prompting a “sea change” that’s transforming markets into a lender’s game, the legendary credit investor says it’s a good time for bargain hunters to benefit from selloffs as dislocations emerge in otherwise “reasonable” markets.

    Lisa Uhlman | 2nd Aug 2023 | More
  • Emerging market resilience paves the way for new opportunities says Amundi

    Despite recent China woes, emerging markets are poised to enjoy a growth advantage over developed peers, creating opportunities for investors across all major asset classes. Countries in Latin America are paving the way for a bout of monetary policy easing in the second half of the year; the prospect of lower interest rates has helped…

    Investor Strategy News | 1st Aug 2023 | More
    Amundi presents mid-year investment outlook, opportunities lie beyond precarious path to growth

    “A central bank pause supports the case for bonds. Investors will have to assess the inflation path and the earnings outlook moving into 2024, in the search for opportunities in equities.” – Monica Defend, Head of Amundi Institute ” Emerging markets are key to enhancing diversification and fostering medium-term return potential, with Asia in focus.”…

    Investor Strategy News | 21st Jul 2023 | More
    Franklin Templeton mid-year 2023 outlook: Time to engage more fully 

    For this mid-year outlook, the theme continues to be the attractiveness of investments beyond cash including fixed income, equities and alternatives. We give you our Institute perspective for the second half of 2023, with our ongoing conversations with our investment teams driving the narrative. The major highlights are: Fixed income deserves a good deal of…

    Stephen Dover | 6th Jul 2023 | More