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31 December 2025
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For investors seeking a combination of future earnings potential and favorable valuations, the Franklin Templeton Institute suggests looking toward emerging markets. While US stocks have historically dominated in performance and earnings growth, the landscape could be shifting.
For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters.
The US economy shows strength, with a tight job market and solid wage growth, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycle.
Reflections from Franklin Templeton’s latest Industry Advisory Services Annual Survey, which aims to help investors understand how the wealth and investment management industry is changing and better prepare them for the future.
Trees are an appropriate metaphor for investing. When nurtured, they grow gradually but inexorably. Upon maturity they yield their bounty—shade, nuts and sweet fruit. Yet some trees withstand adversity better than others.
Arguably, humanity’s greatest current challenge is the need to shift to low and net-zero carbon in a little less than 30 years. These challenges create investment opportunities as investors have a critical role given the capital required to fund this transition.
Much has been made of how US markets, especially the NASDAQ, have significantly outperformed the ASX over the past two decades. History suggests the pendulum will swing back once again in Australia's favour.
What is the X-Factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2025? It's time to select the winner.
What is progress? Is it GDP growth? Increasing wealth? New and improving technology? This argues that our measure of progress has become warped, and we're heading backwards rather than forwards.
Summer is a great time to catch up on a good book. Here is a list of books on leadership, investing, and well-being for those looking to learn, reflect, and gain inspiration over the holiday season.