Friday, 29 October 2021

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House prices surge but falls are common and coming Survey responses on pension eligibility for wealthy homeowners 100 Aussies: five charts on who earns, pays and owns Three good comments from the pension asset test article The sorry saga of housing affordability and ownership

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Home / Author: Franklin Templeton

Franklin Templeton

Western Asset: Five reasons why fixed-income still matters

In today’s low-rate environment, do bonds still provide effective diversification in a traditional asset allocation framework? Are the reasons for owning fixed-income the same as they have been in the past? The short answer to both questions is a resounding 'Yes'.

Franklin Templeton
9 September 2021

Emerging markets disrupt, innovate, and power transformation

Emerging markets have innovative companies capable of disrupting established industries, changing the course of a country’s economic outlook, while generating strong growth and returns.

Franklin Templeton
6 August 2021

Inflation, rotation and opportunities

With predictions of above-average economic growth globally, record fiscal and monetary economic stimulus and increased likelihood of inflation, we are entering an economic environment never seen before.

Franklin Templeton
15 April 2021

Western Asset: Will inflation finally turn up in 2021?

There has been a wave of speculation recently about the inevitability of rising inflation, given the enormous amount of both fiscal and monetary stimulus unleashed to counter the ill effects of COVID-19’s economic impact. While the specifics are new, we’ve seen similar concerns over the last 40 years, and we are not convinced this time is any different.

Franklin Templeton
1 April 2021

Western Asset's Global Outlook 2021

Western Asset’s base case outlook is for a U-shaped global economic recovery, with an expectation that short-term growth challenges will be followed by a continuation of the global rebound thereafter.

Franklin Templeton
25 February 2021

Global Innovations Driving Zero Carbon Cement

There is currently no low-carbon replacement for cement’s core ingredient—called clinker—that also matches the scale of growing global demand. This puts cement in a tug-of-war between two global trends: improving standards of living and decarbonising national economies.

Franklin Templeton
28 January 2021

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Latest Updates

Retirement

Stop treating the family home as a retirement sacred cow

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.

Susan Thorp
27 October 2021
19

Property

Hey boomer, first home buyers and all the fuss

What is APRA worried about? Most mortgagees can easily absorb increases in interest rates without posing a systemic threat to the banking system. Housing lending is a relatively risk-free activity for banks.

Michelle Morgan, Norman Derham
27 October 2021
4

Property

Residential Property Survey Q3 2021

Housing market sentiment has eased from record highs and confidence has ticked down as house price rises slow. Construction costs overtook lack of development sites as the biggest impediment for new housing.

Alan Oster
27 October 2021

Investment strategies

Personal finance is 80% personal and 20% finance

Understanding your own biases and behaviours is even more important than learning about markets. Overcome four major cognitive biases that may be sabotaging your investing and recognise them in others.

Andrew Mitchell
27 October 2021
1

Where do stockmarket returns come from over time?

Cash flow statements differ from income statements and balance sheets, and every company must balance payments to investors versus investing into the business. Cash flows drive the value of the business.

Damien McIntyre
27 October 2021
2

Fixed interest

How to invest in the ‘reopening of Australia’ in bonds

As Sydney and Melbourne emerge from lockdown, there are some reopening trades in the Australian credit market which 'sophisticated' investors should consider as part of their fixed income portfolios.

Matthew Macreadie
27 October 2021

10 trends reshaping the future of emerging markets

Demand for air travel, China’s growing middle-class population, Brazil’s digital payments take-up, Indian IPOs, and increased urbanisation are just some of the trends being seen in emerging economies.

Valeria Vine
27 October 2021

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