Tag: growth

June 23, 2020

Why Laggard European Stocks Will Overtake Tech-Fueled US Equity

A more united EU, an end to too-expensive FAANG expansion, and lower prices should boost the continent’s returns.

Coronavirus - COVID-19 March 26, 2020

Coronavirus Crisis Is ‘Crushing’ Global GDP Growth

Fitch Ratings slashes global growth forecast nearly in half to 1.3%.

Asset Allocation November 8, 2019

US Public Pensions Boost Stock Exposures Back to Pre-Recession Levels

Investors’ plan allocations to US equities averages 47.3%, the highest level since 2007, says Wilshire.

Research September 7, 2018

Emerging Markets Spur Global Pension Growth

AUM for world’s largest pensions rise more than 15% in 2017.

Newsmakers July 24, 2017

IMF Downgrades US, UK Growth, Upgrades Eurozone

Says US fiscal policy will be less expansionary than previously assumed.

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

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.