FLLA News and Press, Franklin FTSE Latin America From 05/14/21

Negative headlines in Latin America and, in particular, Brazil, have undermined recent ESG-related progress that has been made in the region. Brazil has been very exciting to watch, as it paves the way for sustainable investing in the region. Emerging markets investing is for the ...

While recovery in economic growth could remain muted this year in many markets, we expect more normalization in 2022. EM equities rebounded in April but trailed their DM counterparts. Emerging Asian equities rose in April. Among the top regional markets were Taiwan, South Korea an...

The market has been trading on forward assumptions for the entire duration of the pandemic up to and including the present day. One year ago, the world was coming to terms with the reality of the damage wreaked by the pandemic, but the stock market had it all figured out. On April 23,...

As the global economy recovers, inflationary pressures are building, and price increases are moving downstream. Our Materials Price Index (MPI) has surged 40% since mid-November 2020, reaching its highest level since early 2014. World real GDP is projected to advance 5.1% in 2021 ...

In the first quarter, the global economy continued to recover from the steep losses of a year ago, but at a weaker pace as a result of still high COVID-19 cases and slow starts to vaccinations in many countries. The MSCI Emerging Market Index outperformed EAFE, ending 2020 up 18.7%. ...

In reaction to the COVID-19 outbreak last March, emerging markets (EMs) initially sold off more sharply than developed markets (DMs), but saw a stronger recovery owed to higher commodity prices and robust demand from China. Continued performance in EMs is likely to be driven by a weak...

Emerging Asian equities outpaced broader EMs in January. East Asian markets were largely buoyant. In many EMs, a central new reality is the rise of domestic demand as a driver of growth. Often overlooked, we believe that the frontier markets (FMs) asset class continues to exhibit ...

The IMF upgraded its 2020 forecast for the region from -8.1 to -7.4 percent. Despite this resurgence, we revised our regional 2021 growth forecast upwards to 4.1 percent (from 3.6 percent in October), based on the stronger than expected performance in 2020, an expectation of expanding...

During the fourth quarter, our base case for emerging markets (EM) was the following: we saw favorable economics, questionable politics, and an exciting digital disruption theme that swept across emerging markets countries around the world. Emerging markets have traditionally underper...

There was a significant inflow of funds in Brazil's external financial account in October and November for investments in both stocks and fixed-income instruments. The bulk of the recent inflow has come in a “passive” way, and it did not include considerable volume on th...