Franklin Core Enhanced Equity – conviction is the fifth element

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index and discuss how the index methodology has been kept stable in the latest round of scoring.

Franklin Templeton Investment Solutions believes increasing market dispersion is creating attractive opportunities for hedge funds, with returns likely to be driven more by security selection and active management than broad market direction.

The balance of risks has shifted back toward inflation, according to Franklin Templeton Fixed Income. Stronger growth has made the trade-off from tighter policy less binding, while renewed energy pressure has encouraged central banks to lean pre-emptively against the risk of persistence.

With recession risks still low, higher real yields and a patient Federal Reserve are creating opportunities in global equities and emerging market bond, according to Jeff Schulze, Head Investment Strategist at Franklin Templeton Institute.

With UK debt mounting and the Autumn Budget approaching, how can Britain revive economic growth without unsettling investors?

Templeton Global Investments believes deglobalisation is reshaping the climate transition, making energy security, resilient supply chains and resource efficiency as important as decarbonisation.