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11 September 2026
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Franklin Templeton's Fixed Income team no longer expects a technical recession in the US and believes the trajectory of disinflation in both the US and euro area will flatten. Thus, central banks are likely to keep rates higher for longer.
Although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are investment opportunities ahead.
For this mid-year outlook, the theme continues to be the attractiveness of investments beyond cash including fixed income, equities and alternatives.
The steel industry is one of the largest contributors to global carbon emissions. The main challenge in producing green steel is cost. This report focuses on the process to produce green steel, breaking down the costs and technology used.
Today’s banking ‘crisis’ is far less severe than 2008, and it’s not systemic. Indeed, the quality of overall bank assets and capital ratios are dramatically better. Central banks are now coordinating globally to offer banks daily access to the capital they need to operate smoothly.
This report shares details and results of the Franklin Templeton Fixed Income team's engagement with bond issuers during the calendar year of 2022 to better understand each other’s interests, ambitions, and risks.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.