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FT - De recente marktvolatiliteit begrijpen (video)
Chief Market Strategist, Stephen Dover, deelt de belangrijkste takeaways over de volatiele start van 2022 na een recent gesprek met Wylie Tollette, Head of Client Investment Solutions bij Franklin Templeton Investment Solutions.
Broodnodige reality check voor Fed is nog maar net begonnen
De Amerikaanse Federal Reserve (Fed) en de financiële markten ondergaan een langverwachte reality check op vlak van inflatie en rentetarieven. Maar de markten zijn nog maar net begonnen rekening te houden met hoe veel de wereld veranderd is.
FT: Investment outlook update - Mei 2022
Toegenomen geopolitieke spanningen en strenge lockdowns in China vergroten het risico op een economische vertraging. Maar in een wereld in verandering, blijven er interessante kansen over voor langetermijnbeleggers.
FT: China—Tijd om de mythe van de realiteit te scheiden
Chief Market Strategist Stephen Dover onderzoekt vijf mythen over China - en waarom het land in het Westen nog steeds verkeerd wordt begrepen.
Franklin Templeton: Colliding Demand and Supply Shocks
Our economists discuss how to best navigate the volatile geopolitical environment’s impact on markets, and how the policy playbook may change based on growth and inflation expectations.
Franklin Templeton: The Carbon Price Solution
The quest for carbon neutrality has begun in earnest. A carbon price, together with the elimination of fossil-fuel subsidies, would give investors powerful incentives to finance these and other imperatives.
Franklin Templeton: Volatility, Valuations and Opportunity in Technology
Despite increased market volatility, compelling opportunities remain within high-quality technology companies in an increasingly digital world. Find out how.
Franklin Templeton: Quick Thoughts - Recalibrating Globalization
Is globalization dead? This week, Chief Market Strategist Stephen Dover examines why we think it’s far from ending, but may take a different shape in the future.
Franklin Templeton: Why the SEC is Right to Make Climate Risk Disclosure Mandatory
The US Securities and Exchange Commission recently voted to issue proposals for mandatory climate risk reporting by public companies.
Franklin Templeton: Facing Up to the Biodiversity Challenge
Our Franklin Templeton Fixed Income team consider the risks arising from failing to address nature-related losses by financial institutions and what could be done to have a net-positive impact on biodiversity.