Franklin Templeton

Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.

Rising interest rates and changing demographics are driving increasing polarisation between countries that can easily issue and refinance debt and those that can’t, with major implications for sovereign debt investors, says Franklin Templeton Institute’s Kim Catechis.

Transparency should be the bedrock of sustainable finance.

Income arrives in many shapes and sizes   The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain-particularly with regard to inflation, interest rates and the possibility of recession.  Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the second…

An allocation to municipal bonds by non-US investors may provide a high quality and differentiated fixed income exposure to a portfolio. With an increase in issuance and market size, investors outside the United States are expanding their search for yield to a hitherto unexpected place: US municipal bonds. US municipal bonds offer generally higher nominal…

I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts. I am looking at the future of…

Allspring Global Investments has launched an expansion into Australia and New Zealand led by new regional chief executive, Andy Sowerby. If history is a guide, the rollout of institutional funds management capabilities will be rapid. Sowerby, like Joe Sullivan, Allspring’s chairman and CEO, hails from Legg Mason, where he was the Melbourne-based regional head prior…

Kim Catechis says he was not pessimistic when he wrote ‘Deep Water Waves’, his first major strategy report for investors through the Franklin Templeton Investment Institute. The report, published in August, sparked a series of discussions within and outside the Franklin Templeton group. If one of these is a guide, from an investor webinar held…

Martin Currie has launched an inhouse institute to broaden research and the exploration of ideas around asset management stewardship. Super funds and other clients will have input into the topics studied. The global equities manager, a subsidiary of Franklin Templeton, has about US$22 billion (A$28.5 billion) under management across various products, including a big Australian…

Longreach Alternatives, a multi-affiliate manager started by Sam Mann in late 2016, has added to its range of boutique offerings with the launch of a fisheries quota firm. A common theme for the range is “sustainable income”. Mann, best known for setting up and running for nearly 10 years the K2 Advisors hedge fund business…