Sustainable Insights

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk, resilience, and opportunity in a rapidly fragmenting global economy. In this research paper, Franklin Templeton Institute discusses the impact on five global supply chains.

ClearBridge Investments: While the new US administration’s policies are creating uncertainty in sustainability issues, particularly for tax-reliant wind and solar, many sustainable business criteria remain unchanged.

Germany’s recent decision to overhaul government borrowing constraints sparked optimism that new public spending will benefit companies across Europe. Craig Cameron of Templeton Global Equity Group outlines the opportunities.

Today’s advanced technologies are extremely energy intensive. Franklin Equity Group delves into the implications, challenges and opportunities of a potential nuclear renaissance in the United States.

Franklin Templeton Institute explores the new economic and geopolitical order that is shaping up, the key players, and the critical role of energy security.

Climate-related stocks, hit by damaging economic and political headwinds in 2024, may be poised to recover as interest rates decline and policy clouds clear up. Read the 2025 outlook from Templeton Global Equity Group.

ClearBridge Investments: How companies manage their environmental and social impacts and governance will remain a fundamental concern for investors, companies and governments around the world in 2025.

Higher federal farm subsidies could help end the pocket of pessimism around agricultural machinery stocks, explains Franklin Templeton Equity Group.

Franklin Templeton Fixed Income believes that investing in water-impact bonds may offer attractive opportunities for diversification while supporting environmental conservation. The blue bond market continues to expand rapidly and finances sustainable ocean and water-related projects.

Franklin Templeton Fixed Income (FTFI) believes that investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there is an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.

The Czech energy company ČEZ Group aims to achieve climate neutrality by 2040, according to David Zahn, Head of European Fixed Income at Franklin Templeton Fixed Income.

Our Franklin Templeton Fixed Income team explores why high-quality reporting is not only a compliance issue but also a key factor for the effectiveness of sustainable finance.

Climate change adaptation is becoming increasingly necessary. For asset managers, it is imperative to know which issuers are well prepared for future risk events, as this preparation will help determine the likely impact of extreme weather on creditor fundamentals.

ClearBridge Investments: As AI develops and hits multiple inflexion points over the next few years, companies will need to negotiate a variety of sustainability-related AI opportunities and risks.

Franklin Templeton Fixed Income surveyed companies it invests in for information about their approaches to biodiversity, a topic of growing importance to economic sustainability.

The Fixed Income team continue with their four-year-long focus on the energy transition—this time through the lens of the important ‘Science Based Targets’ tool—and consider how these target setting tools are being viewed and used by the markets.

Three catalysts that will be important for climate change investments in 2024, according to Templeton Global Equity Group.

ClearBridge Investments: For clean energy, human rights, biodiversity, responsible AI and sustainability-focused regulation, 2024 promises to be an ambitious growth year.

The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.

The Franklin Templeton Fixed Income team believes more sovereigns are turning to the IMF for financing support as capital markets for low-income countries remain shut. In this paper, they consider how the IMF Debt Sustainability Framework could play a crucial role.

ClearBridge Investments: The push to halt biodiversity loss is increasingly demanding attention alongside climate change as a major environmental concern for investors.

ClearBridge Investments encourages assessment and disclosure of nature-related impacts and dependencies across the value chain.

ClearBridge Investments: There are meaningful things that companies can do to reduce biodiversity harm that can also be revenue opportunities.