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Franklin Templeton

Innovation Insights Quarterly Q1 Jan 2023

In their latest Innovation insights, Franklin Equity Group examines five advancements they found interesting this quarter from renewables accessing deeper waters to artificial intelligence in the digital realm.

Disruptive Technology Views: Web3

This edition of Disruptive Technology Views explores the megatrend “expanding power of the crowd”; explains Web3 “tokenomic” supply; and introduces “QuantaVenture” capital, a new approach to venture capital.

Seeking income in a rising rate world

This paper shares thoughts on how high inflation, rising interest rates and a growing risk of a significant economic slowdown underscore the importance of casting a wider net for income generating assets.

Actively navigating economic and geopolitical shocks

This paper reviews the performance of equity and other asset class allocations in the wake of geopolitical events and demonstrates the benefit of diversified asset allocations to help weather such storms.

Martin Currie: Investing to improve lives

At Martin Currie our purpose is Investing to Improve Lives. Whether as stewards of our clients’ capital, as investors in equity markets or as members of our local and global communities, we never forget the responsibilities our work brings.

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'.

Latest Updates

Planning

How the typical Australian Family could save $844,350 in taxes

The value of a testamentary trust is not determined by wealth alone. Depending on circumstances, it can reduce the tax burden on inherited income, create efficiencies and help build intergenerational wealth.

Superannuation

There's a reason why your super is locked up until your 60s

For decades, it seemed settled. Then one controversial idea reignited a debate that could reshape the financial future of millions. The real question isn’t who’s right or wrong, but whether a long-held assumption deserves another look.

Property

The housing slide could become a crash

House prices are sliding across Australia, yet the most dangerous ingredient for a housing crash is still missing. If job losses surge amid growing economic risks, today's correction could become a historic property downturn.

Retirement

Under-retiring: The greatest retirement risk in a generation

Two retirees. Similar savings. Completely different lives. New research from Challenger reveals why some Australians confidently spend in retirement while others hold back and the overlooked factor shaping retirement decisions.

Five risks to watch in markets

Things you may often hear are: a recession is around the corner, markets are overpriced, the AI sector is about to flop at any moment. It’s like the never-ending laundry pile that sits in my house, it never really disappears.

Investment strategies

Do you qualify as ‘rich’?

What does it mean to be 'rich'? For something so universally desired, it is surprisingly difficult to define. That ambiguity creates a challenge for investors and raises a bigger question about what financial success really looks like.

Investment strategies

If you’re worried about your bond portfolio, you’re missing the point

Most investors think they know what bonds are for. But when markets turn volatile, a surprising misunderstanding can lead to costly decisions. Here’s the overlooked lesson that could change how you view your portfolio.

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