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Franklin Templeton

Airlines: After the COVID nosedive

In March 2020, air travel as the public knew it changed forever due to the outbreak of COVID-19. The challenges faced by airlines are significant but there are reasons to invest selectively now.

The power of dividends

Martin Currie recently wrote to all the major companies in the firm's Australian income strategies. The objective of the letter is to emphasise the value of dividends for retirees, charities and institutions at this difficult moment.

What the recovery might look like post COVID-19

Brandywine Global's latest recap of current market conditions and an examination of what the post-Covid-19 recovery may look like based on a selection of charts.

How EM companies are evolving new profit pools

Many emerging market (EM) companies are evolving new profit pools by reimagining and reconfiguring their business models through advanced technological integration.

Western Asset's Global Outlook, Q2 2020

Western Asset’s base case outlook is for a longer, U-shaped global economic recovery premised on the view that near-term growth will be severely impacted, but that this shortfall will prove to be largely transitory as policymakers push to resuscitate economic activity.

The Fed’s latest initiative is a game-changer

The Fed policy initiatives introduced in recent weeks together represent a game-changer for the economy - in ways that go beyond what you might think.

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Economy

Ray Dalio on 2025’s real story, Trump, and what’s next

The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.

Superannuation

No, Division 296 does not tax franking credits twice

Claims that Division 296 double-taxes franking credits misunderstand imputation: franking credits are SMSF income, not company tax, and ensure earnings are taxed once at the correct rate.

Investment strategies

Who will get left holding the banks?

For the first time in decades, the Big 4 banks have real competition in home loans. Macquarie is quickly gain market share, which threatens both the earnings and dividends of the major banks in the years ahead.

Investment strategies

AI economic scenarios: revolutionary growth, or recessionary bubble?

Investor focus is turning increasingly to AI-related risks: is it a bubble about to burst, tipping the US into recession? Or is it the onset of a third industrial revolution? And what would either scenario mean for markets?

Investment strategies

The long-term case for compounders

Cyclical stocks surge in upswings but falter in downturns. Compounders - reliable, scalable, resilient businesses - offer smoother, superior returns over the full investment cycle for patient investors.

Property

AREITs are not as passive as you may think

A-REITs are often viewed as passive rental vehicles, but today’s index tells a different story. Development and funds management now dominate earnings, materially increasing volatility and risk for the sector.

Australia’s quiet dairy boom — and the investment opportunity

Dairy farming offers real asset exposure, steady income and long-term growth, yet remains overlooked by investors seeking diversification beyond traditional asset classes.

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