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Franklin Templeton

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.

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.

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.

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.

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.

Latest Updates

Exchange traded products

ETFs are the Marvel of listed galaxies, even with star WAR

Until 2018, LICs and LITs dominated ETFs, much like the Star Wars franchise was the most lucrative in the world until Marvel came along. Now ETFs are double their rivals, just as Marvel conquered Star Wars.

Shares

Four leading tech stocks now look cheap

There are few opportunities to buy tech heavyweights at attractive prices. In Morningstar’s view, four global leaders are trading at decent discounts to their fair values, indicating potential for upside.

Shares

Why copper prices are at all-time highs

Known as Dr Copper for the uncanny way its price anticipates future economic activity, copper has hit all-time highs. What are the forces at play and strategies to benefit from the electric metal’s strength?

Economy

Baby bust: will infertility shape Australia's future?

In 1961, Australian women had 3.5 children on average but by 2018, this figure stood at just 1.7. Falling fertility creates a shift in demographics and the ratio of retirees to working-age people.

SMSF strategies

The Ultimate SMSF EOFY Checklist 2021

The end of FY2021 means rules and regulations to check for members of public super funds and SMSFs. Take advantage of opportunities but also avoid a knock on the door. Here are 25 items to check.

Economy

How long will the bad inflation news last?

The answer to whether the US inflation increase will prove temporary or permanent depends on the rates of growth of the quantity of money. It needs to be brought down to about 0.3% a month, and that's a problem.

Economy

The ‘cosmic’ forces leading the US to Modern Monetary Theory

If the world’s largest economy adopted a true MMT framework, the investment implications would be enormous. Economic growth would be materially greater but inflation and interest rates would also be much higher.

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