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13 October 2025
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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.
If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.
Labor is reviewing the $3 million super tax's most contentious aspects: lack of indexation and the tax on unrealised gains. Those fighting for change shouldn’t just settle for indexation of the threshold.
Market forecasts for ASX dividend yields are at a 30-year low amid fears about the economy and the capacity for banks and resource companies to pay higher dividends. This pessimism seems overdone.
World share markets seem toppy at first glance, though digging deeper reveals important nuances. While the top 2% of stocks are pricey, they're also growing faster, and the remaining 98% are inexpensive versus history.
The US dollar’s overvaluation, weaker fundamentals, and crowded positioning point to further downside. Diversifying into non-US equities and emerging market debt may offer opportunities for global investors.
Market volatility and uncertainty in 2025 prompt the need for a diversified portfolio. Floating Rate Notes offer stability, income, and protection against interest rate risks, making them a valuable investment option.
In a first, 2025 saw AFL and NRL minor premiers both go out in straight sets. AFL data suggests the pre-finals bye is weakening the stranglehold of top-4 sides more than ever before.