Tag: Equities
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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The Beginning of the Beginning: Byte, Atom, Gene
Franklin Equity Group is excited about the future; whatever the...
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Emerging Markets Spotlight
The opportunity within emerging markets is more compelling than the...
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Why Non-U.S. Equities May Be Poised for Outperformance
In this Q&A, Senior Portfolio Manager Rajesh Gandhi and Senior...
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Inflation: What if they are Wrong?
Although we share the view that current inflation is transitory,...
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