Overview A compelling narrative for yesterday's disparate price action is lacking. A flight to safety, which is a leading interpretation, does not explain the weakness in the yen, gold, or US Treasuries. Month- and quarter-end portfolio and hedge adjustments may be at work, but the risk is t...

By Sukumar Rajah, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity Despite the US-China trade war, Franklin Templeton Emerging Markets Equity's Sukumar Rajah doesn't think the opportunity set for emerging markets is lost. He explains h...

By Andrew Gillan Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fund...