Tag: Great Recession

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.

Research January 2, 2020

State Pension Funds Adjust to ‘New Normal’ of Lower Returns

Some states employ clever tactics to compensate for reduced return on assets.

News November 27, 2019

GDP Doesn’t Measure Economic Growth Well, Nobel Winner Says

Joseph Stiglitz, head economist under Bill Clinton, complains that income inequality and environmental decline are left out of calculations.

August 13, 2019

How Sustainable Is the Gold Rally?

As the metal shoots over $1,500 and looks to head higher, questions arise about its volatility.

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?