All Articles tagged with 'Felicity Walsh'

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Franklin Templeton expands active ETF suite with global systematic equity and income strategies

From Franklin Templeton Australia

Franklin Templeton has launched two new active ETFs on the ASX, bringing its local active ETF range to nine products and adding to a global trend that has seen inflows

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12 Jun 2026

Franklin Templeton completes Martin Currie integration with ClearBridge, further strengthening Australian market presence

From ClearBridge Investments

Franklin Templeton has completed the global integration of Martin Currie’s investment capabilities into ClearBridge Investments. This marks a significant milestone in Franklin Templeton’s business strategy in Australia, reinforcing its commitment

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03 Oct 2025

Franklin Lexington Private Equity Secondaries Fund receives ‘Recommended’ rating from Zenith

From Franklin Templeton Australia

Franklin Templeton Australia[1] is pleased to announce that the newly introduced Franklin Lexington Private Equity Secondaries Fund has been awarded a ‘Recommended’ rating by Zenith, which cited its “scale and

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24 Jun 2025

Martin Currie awarded another Australian Equity CFS mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie Australia (MCA) has been selected to manage another Australian Equity mandate available on the CFS FirstChoice platform. The selection of the MCA Active Insights strategy

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14 May 2025

Brandywine Global Opportunistic Equity Fund awarded second ‘Recommended’ rating

From Brandywine Global

Brandywine Global, a specialist investment manager of Franklin Templeton, is pleased to announce the receipt of a ‘Recommended’ rating by Zenith for the Brandywine Global Opportunistic Equity Fund (GOE). Zenith

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10 Dec 2024

Franklin Templeton boosts capabilities with significant promotions

From Franklin Templeton Australia

Franklin Templeton is pleased to announce several significant promotions as it sets its Australian business up for a period of strong growth, expansion and prepares to add to its list

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27 Nov 2024

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

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22 Oct 2024

Western Asset Enhanced Income Fund receives inaugural Recommended Rating from Zenith

From Western Asset Management

Western Asset Management, a Franklin Templeton company, is pleased to announce that the Western Asset Enhanced Income Fund has received an inaugural Recommended rating from Zenith Investment Partners. Western Asset Enhanced Income

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01 Jul 2024

Martin Currie awarded CFS Equity Income mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie has been selected to manage an Equity Income mandate available on the Colonial First State FirstChoice platform. “We are pleased to be awarded this mandate

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25 Jun 2024

New Brandywine Global Opportunistic Equity Fund assigned a ‘Recommended’ rating from Lonsec

From Brandywine Global

Leading research house, Lonsec Research has awarded Brandywine Global’s Opportunistic Equity Fund an inaugural ‘Recommended’ rating, indicating the research agency has strong conviction the product can meet its investment objectives. “This is

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31 May 2024

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]