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By Brian Manby We're halfway through 2019, but the past six months have probably felt more like a lifetime for investors amid the flurry of geopolitical headlines. While global equities largely recovered 2018's losses to begin the year, the latter half of 2019 may prolong the existing unce...
Central banks are shifting toward monetary easing, as they aim to cushion a global slowdown sparked by trade tensions. This policy pivot should help stretch the cycle and has depressed long-term yields, creating a supportive backdrop for income-generating assets. One such asset we favor: local...
By James Cielinski, CFA Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets. Transcript Jim Cielinski : Does the slowdown that we are seeing reflect the fading globalization? I think i...
Three Things We're Thinking About Today The United States and China agreed to resume trade talks at the G20 summit in late June. The United States also decided against imposing new tariffs and easing some restrictions on Chinese telecommunications company Huawei, while China agreed to subst...
Russ explains why the suddenly easier central bank policies could be key for emerging markets. During the week of June 17th, almost every asset class, from emerging market debt to bitcoin, surged. The catalyst? The same one responsible for the 10-year old bull market: easier monetary polic...
Russ explains why the suddenly easier central bank policies could be key for emerging markets. During the week of June 17th, almost every asset class, from emerging market debt to bitcoin, surged. The catalyst? The same one responsible for the 10-year old bull market: easier monetary polic...
By Meral Karasulu , Ph.D., Director of Fixed Income Research, Global Debt Team On the positive side, we see room for more policy action from EM central banks. In my view, a trade war between the US and China is the key risk to the global economy. In a world of integrated supply ch...
By Justin Leverenz , Team Leader and Senior Portfolio Manager and Heidi Heikenfeld , Senior Portfolio Manager Insightful research may deliver a competitive edge in a changing EM world The investment management landscape has changed dramatically with the proliferation of passive...
By Chetan Sehgal, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity; Andrew Ness, Portfolio Manager, Franklin Templeton Emerging Markets Equity Many investors have a view of emerging markets that remains stuck in the past, and that's pa...
Trade tensions caused investors to back away from emerging markets in May, but there are many reasons to be optimistic about the asset class and the earnings outlook ahead, according to Franklin Templeton's Emerging Markets Equity team. The team outlines recent news and events influencing the...