Tag: Equities

Long-Term Outlook: Emerging Market Debt
We remain generally constructive on emerging market fixed income assets,...
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Asset Allocation for an ESG World
Investors may have opportunities to capture excess returns as the...
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Leveraged Finance Asset Allocation Insights: Will December’s Whiplash Make Way for Calmer Markets in 2022?
December’s market movements were head-spinning. At the start of the...
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Striking a Balance: Risks to Growth Require “Light-Touch” Policy on Inflation
The Franklin Templeton Investment Solutions assesses the likely path of...
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Opportunities in Alternative Fixed Income
In recent years alternative fixed income assets such as loans,...
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Monetary Policy and the Yield Curve
Monetary policy is set to become less supportive in 2022....
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Global Equities: Focus on the Predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus...
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Real Estate Outlook – APAC, Edition 4 – 2021
APAC economies slowed in the third quarter. Apart from China,...
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