FLLA News and Press, Franklin FTSE Latin America From 09/30/21

Leverage can be a double-edged sword, as it can be positive, but also represents a source of risk. Emerging market equities also hold attractive valuations. Cash flows are another reason why we like emerging markets. For further details see: 3 Reasons We Remain Bullish O...

Global real GDP reached a new high in the second quarter of 2021, completing a year-long recovery from the COVID-19 recession. The resilience of the global economy amid a lingering pandemic suggests that the world is learning to live with the COVID-19 virus. Western Europe's consu...

The inflation story in emerging markets remains highly differentiated, but the pandemic caused a sharp decline that was felt across all regions. Food inflation has been rising across major emerging markets. However, several local factors impact food inflation, and the causes of higher...

Big upside inflation surprises in Turkey and parts of LATAM co-exist with moderating inflation in EM Asia. China’s economic surprises keep decoupling from the rest of EM. From the market’s perspective, a key question is whether EM’s big inflation divide will reinf...

The global economy has reached an important milestone in the second quarter of 2021, surpassing the pre-pandemic real GDP peak attained in the fourth quarter of 2019. After a 3.5% contraction in 2020, global real GDP is projected to increase 6.0% in 2021, its strongest advance since 1...

Emerging markets are still expected to lead the global economic recovery, with forecasted 2021 GDP growth of 6.7% vs. 6.4% for the United States. EM equities rose in May and outpaced developed market stocks. We believe that EMs will continue to show resilience with many countries ...

We got another disappointing employment report last week. The US economy added 559,000 jobs in May, which was below expectations and disappointing. There are certainly remaining supply-side issues in the economy, which is what we should expect in a recovery from a supply shock. The pr...

The massive vaccine disparities between advanced and developing economies may exacerbate what the IMF has dubbed “divergent recoveries” – with dire consequences for Latin America. A robust recovery in the United States, European Union and China, while largely bene...

Tourism, air travel, those kind of sectors, which can be quite important to EM, is something where the recovery will be late this year or into 2022. By region Asia leading in terms of the emerging market recovery followed by Europe, followed by Latin America. We've emphasized in o...

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 ...