Investment Officer Belgium

In the US, pockets of weakness are emerging here and there, but are not yet spreading systematically. For example, the recent slowdown in consumer spending is primarily affecting low-income households.

The Franklin Templeton Institute surveyed portfolio managers across all our asset classes: equity, private equity, fixed income, private debt, real estate, digital assets, hedge funds and secondary private markets.

Paul Jackson, Global Head of Asset Allocation Research, EMEA, provides insights into various economic factors that could be key in the third quarter of 2024.

Small caps are currently trading at a discount to large caps, why is this? With many influencing factors, we dive into the details to identify the most important issues for investors to consider.

RBC BlueBay's Responsible Investment team present their thoughts on why nature is important to investors

It’s been a tough couple of years for growth investors. A nasty cocktail of rising rates and extreme risk aversion following the global pandemic drove huge market swings, leading to a drop in share prices for companies with longer term potential.

Despite the Japanese stock market already breaking long-standing record highs this year, we believe there is more in store for Japanese equities, in particular for selected small-cap investments.

Global economic growth remains low. Even if the lead in economic growth in absolute terms still lies on the other side of the Atlantic, the dynamics between the European and US economies now appear to be diverging.