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Home / Author: Franklin Templeton

Franklin Templeton

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

Water disruption: investment risk from multiple angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. This paper outlines how water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

Franklin Templeton
12 November 2020

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