Believe it or not, Emerging Markets (EM) local currency bonds have been outperforming global fixed income asset classes for the past 18-months.
Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels in the first half of the year.
Amid an outlook for slower growth and more moderate inflation, the Fed shifts to data dependence.
The outlook for the British economy is sub-par.
Russ Koesterich CFA, JD, Managing Director, and Portfolio Manager discusses how improving economic expectations may suggest adding to cyclical areas of the market.
After breaking its string of 10 consecutive interest rate hikes in June, the Fed elected to raise the federal funds rate by 25 bps at its July 26, 2023, FOMC meeting.
While inflation dipping below 3% has been welcome news for investors, it’s still early to claim that inflation has been reined in. Our simple analysis shows that inflation rising in the latter half of 2023 would not be surprising.
European equities have been attracting interest from U.S. investors who may be nervous about the future of domestic markets and looking to diversify by investing overseas. Two of the largest ETFs covering developed markets in Europe have pulled in billions in assets during 2023.
Since 1978, public real estate has delivered approximately thirty percent higher annualized returns than private real estate. However, this can be largely attributed to public real estate using three times more leverage than private real estate, and as result, public real estate has experienced three times the volatility.
No matter what happens, financially or economically, there is always a high number of companies regularly beating Wall Street estimates.
How will we tell if the mythical soft landing is happening?
The Fed continued to signal a "meeting-by-meeting" data-dependent approach to monetary policy. While the June Summary of Economic Projections suggested that there might be one more hike after today's, we think it's also possible that today's hike may be the last one.
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Healthcare stocks rank high on our like list, boasting a history of resilience amid both inflation and recession as well as attractive growth prospects thanks to potent innovation. Dr. Erin Xie examines the opportunity.
Korea has emerged as a global powerhouse in many industries. Read Portfolio Managers Elli Lee and Sojung Park’s latest on how Korea continues to create new opportunities for investors.
Solid fundamentals, decent valuations, and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment.
We talk frequently about the way central banks and governments affect the economy. In the grander scheme of things, though, whatever the Fed does is more like throwing a hand grenade into a large building. Yes, you’ll make some noise and cause some damage. People may be hurt. But the building won’t care, and the owner will fix it.
Fresh from the Mining Disrupt conference in Miami, Frank Holmes shares his perspective on a resilient Bitcoin market and the upcoming halving event, amid ongoing debates around the need for regulatory clarity. From an optimistic outlook for a U.S. spot Bitcoin ETF to state-level breakthroughs in Bitcoin mining laws, this account offers a comprehensive glimpse into the evolving digital asset landscape.
Biodiversity is taking on increasing importance as a consumer concern, but it isn’t always top of mind for investors. We think that could soon change. Beyond the obvious environmental benefits, there’s an economic case to be made for protecting biodiversity.
Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Morgan Stanley strategist Mike Wilson finally capitulated and apologized for getting the market wrong the last nine months. He was everyone’s favorite analyst in 2022. King of the Bears. I haven’t seen that much drooling over a strategist since Abby Joseph Cohen in 1999.
Higher yields for corporate bonds generally correspond to higher credit risk based on an issuer's credit rating.
Office Commercial Real Estate faces challenges ahead, with high vacancy rates, declining rental income, and potential defaults. Investors should seek opportunities in more resilient sectors; multifamily properties for better risk-adjusted returns amidst a weakening economy/hawkish Fed.
Q2 2023 was a more favorable environment for Emerging Markets, Europe, Australia and Real Assets managers.
CIO Robert Horrocks, Ph.D., says peaking interest rates may strengthen the case for quality growth stocks in emerging markets.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation, will be sharing with you six incredibly consistent dividend growth stocks that you can invest in today.
A change in Turkey's economic policies was long overdue.
Building wealth isn't difficult, so why don't people do it? As younger generations reach the point where they have finally saved enough to begin investing it may seem overwhelming to know where to start.
This Knowledge Leader has been instrumental in revolutionizing today’s technology landscape in a range of areas from enhancing graphics for immersive gaming experiences to turbocharging scientific research and steering the future of autonomous vehicles.
UK gilts rally after headline and core inflation numbers surprise to the downside.
Equity markets have rallied since October, but the Franklin Templeton Investment Solutions team thinks markets have run ahead of both current and expected growth. Learn why—and what it may mean for investors.
In a unanimous decision, Federal Reserve policymakers raised the federal funds rate to 5.5%, the highest point since 2001.
High-quality investment grade municipal bonds provide growth-like returns for investors in a relatively more conservative investment vehicle than equities. Have your financial advisor assess the opportunity as it pertains to your specific goals.
Monetary and fiscal indicators continued to tighten significantly in the second quarter pointing towards a material slowdown in the U.S. economy.
Mortgage rates are the highest they’ve been in over 30 years, keeping home affordability in unprecedented territory. However, mortgage rates above 7% aren’t the only factor keeping home prices high.
Our emerging market debt valuation metrics across all but the U.S. interest rate dimension remain unambiguously attractive. In our Quarterly Valuation Update, we provide our Q2 assessment.
Central banks are set to hike policy rates this week. Markets expect rate cuts to soon follow due to cooling inflation, whereas we see central banks holding tight.
A favorable inflation report is just one step in a long journey.
While caution in some areas of the commodities space may be prudent, there are also reasons for optimism, according to Fred Fromm, portfolio manager, of Franklin Equity Group. He offers his mid-year outlook and potential investment opportunities.
There are multiple factors to consider, including your tax rate.
Investors are paying close attention to China, Japan, and India ETFs lately, according to VettaFi’s Explorer data and analytics tool. Interest in non-U.S. economies is high as investors look for more ways to diversify their portfolios.
TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route. Today, TCW announced it is buying the Engine No. 1 ETF business.
ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The push of “woke activism” on, and by companies, to meet nebulous or artificial standards has led to various bad outcomes.
There is a particular “setup” that we’ve historically found to be associated with abrupt “air pockets” and “free falls” in the S&P 500. It combines hostile conditions in all three features most central to our investment discipline: rich valuations, unfavorable market internals, and extreme overextension.
The recent broadening out in market breadth has been accompanied by frothier investor sentiment, but using sentiment as a market-timing tool is tricky (if not impossible).
China's re-opening surge did not last.
High-quality fixed-income assets may offer the best return potential in more than a decade along with diversification benefits as a likely recession approaches.
Investors in ESG-labeled bonds expect well-structured issues with strong green or social credentials to command higher prices than the same issuer’s conventional bonds.
