Article list

Everything from Franklin Templeton Investments

Franklin Templeton appoints Rebecca Morgan as Sales Director

From Franklin Templeton Investments

Franklin Templeton has appointed Rebecca Morgan to the position of Sales Director responsible for key intermediary relationships and driving sales growth predominantly across Victoria. “We are thrilled to have a

continue reading

22 Oct 2024

Franklin Templeton reveals the data that will signal the future path of Fed interest rate cuts

From Franklin Templeton Investments

At the recent US Federal Reserve’s (Fed’s) 2024 Jackson Hole Economic Policy Symposium, Fed Chair Jerome Powell stated that the US labor market is no longer overheated. Powell also noted

continue reading

09 Sep 2024

Franklin Templeton assesses medium-term outlook for growth, earnings, interest rates and valuations

From Franklin Templeton Investments

Stephen Dover, Head of Franklin Templeton Institute, believes that it makes sense to step back from current conditions and assess the medium-term outlook for growth, earnings, interest rates and valuations,

continue reading

22 Jul 2024

Where in the world should investors look for earnings?

From Franklin Templeton Investments

Stock prices move in concert with earnings over time. For the past decade and a half, the MSCI USA Index has produced the strongest earnings growth on the planet. From

continue reading

27 Jun 2024

Consider this: “It’s all too much”—UK snap elections

From Franklin Templeton Investments

There is a feeling of cautious optimism in the United Kingdom ahead of the election in July, says Franklin Templeton Institute Investment Strategist Kim Catechis. The Beatles’ George Harrison wrote

continue reading

24 Jun 2024

Franklin Templeton’s second-half outlooks for equities and fixed income investments

From Franklin Templeton Investments

Franklin Templeton’s specialist investment managers provide their outlooks on Central Banks, the global economy and key asset classes for the second half of 2024. They include insights from the following

continue reading

18 Jun 2024

Two driving forces will continue to push higher long-term real interest rate

From Franklin Templeton Investments

According to Franklin Templeton Fixed Income CIO Sonal Desai rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates. “While

continue reading

30 May 2024

Now is the time to re-evaluate investment portfolio positioning

From Franklin Templeton Investments

The start of 2024 has caught many investors off guard. Resilient US growth and inflation have defied expectations, leading to higher bond yields and a surging US dollar. Equities have

continue reading

15 May 2024

Bank of Japan—A “watchful” adjustment

From Franklin Templeton Investments

The Bank of Japan (BoJ) raised interest rates for the first time since 2007 and has eliminated the yield curve control framework. Franklin Templeton Fixed Income Economist Rini Sen expects

continue reading

22 Mar 2024

Fed’s sticky wicket as investors brace for more volatility

From Franklin Templeton Investments

Franklin Templeton’s Fixed Income Chief Investment Officer Sonal Desai says January inflation print confirms that the “last mile” of disinflation may prove to be a lot harder than markets expect,

continue reading

20 Feb 2024

FIRST 12 3 4 5 6 LAST

Earn CPD Points

CPD: Retirement income strategy choices
There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate [...]
CPD: Ethics and the advice practice
When last published, the FAAA’s Value of Advice Index[1] saw trust in financial advice at an all-time high, which reinforces the importance of ethical practice. This article, proudly sponsored by [...]
CPD: Is your approach to client risk profiling putting you at risk?
Introduction The shockwaves that followed the announcement of ‘Liberation Day’ tariffs by Donald Trump brought an abrupt and unsettling end to a three-year bull market. Major global indices plummeted by [...]
CPD: A new global order and implications for investors
The new global order differs from its predecessor in four ways, as outlined in the following article from GSFM’s investment partner TD Epoch. For decades, the US has been unrivalled [...]
CPD: US middle market private credit – the investment case
In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with [...]