Tag: capital spending

Market Moves February 5, 2020

Business Spending Is Headed for Another Pinch-Penny Year

The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.

Market Moves March 14, 2019

Productivity May Finally Be on the Rise, Economist Says

Tech advances like AI, plus Fed restraint, may at last lift it out of the doldrums, Natixis’ Lavorgna believes.

Market Moves August 24, 2018

Uh-Oh, Stock Buybacks Exceed Capital Spending in 2018

This further fuels the debate over whether corporate America favors investors now or its long-term future.

Market Moves July 5, 2018

New Tax Law Will Aid PE-Owned Companies, Study Says

PitchBook: Lower corporate tax rates and immediate write-offs will juice profits.

Market Moves July 5, 2018

Capital Spending Shows Robust Growth for a Change

Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?