Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Sponsors / Franklin Templeton

Franklin Templeton

Franklin Resources, Inc., is a global investment management organisation, operating as Franklin Templeton, which is headquartered in California. Franklin Resources, Inc., provides, through its subsidiaries, deep investment expertise across all asset classes - including equity, fixed income, and multi-asset solutions.  Franklin Resources, Inc. is listed on the New York Stock Exchange and has employees in over 34 countries.

From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. And for more than 70 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why clients in more than 160 countries have entrusted us with their investments, making us one of the world’s largest asset managers with over USD $1.4 trillion* in assets under management.

Franklin Templeton provides centralised business and distribution support for all of its Specialist Investment Managers, which includes world- renowned investment managers such as Brandywine Global, Clarion Partners, Martin Currie, QS Investors, Clearbridge, Royce Investment Partners and Western Asset.  These Specialised Investment Managers operate independently under their own investment process and each is considered an industry expert in their asset class.

Everything we do is focused on one thing – delivering better client outcomes.

*As of 30/6/20. Assets under management represent combined assets of Franklin Templeton, Legg Mason, and subsidiary investment management groups. Franklin Templeton acquired Legg Mason on 31/7/20.

Visit www.franklintempleton.com.au to learn more.

Latest sponsor articles

The three prices that everyone should worry about

Among the myriad of numbers that bombard us every day, three prices matter greatly to the world economy. Recent changes in these prices help to understand the potential for a global recovery and interest rates.

Achieving a sufficient retirement income portfolio

Retirees require a reliable income stream to replace the wages they received when they were working and should focus on the dollar income generated over time rather than the headline yield percentage.

Will the house price boom be a boon for Australian banks?

The record run in house prices looks unsustainable but the outlook for Australian banks is for improving credit growth and earnings. For house prices to rise, the supply of credit must match demand from borrowers.

Worries over the planned proxy rule changes in Australia

We do not agree with Treasury’s suggestion that institutional investors are overly influenced by the research provided by proxy advisors. Here's how active ownership works to serve the client's best interests.

Australia's baby boom filling some of the immigration losses

One silver lining from changing COVID-19 societal behaviours is an unexpected pickup in Australia’s natural population growth rate, with early-stage pregnancy ultrasounds pointing to a baby boom ahead.

Invest in Australian value stocks before it is too late

By now, we know 'growth' stocks have outperformed 'value' for many years and investors look to the future, but there are good reasons why the switch is on, especially as value companies emerge from the pandemic.  

How active bond funds hunt for value in fixed income

Fixed income opportunities beyond term deposits and hybrids remain scarce for retail investors, but active bond funds can access other securities where value is still available. Here are examples.

Will Baylis on dividends and accepting stock market risk

A diversified share portfolio should deliver 6% with franking, versus 1% on a term deposit. Should an investor accept the risk of shares during a recession and pandemic when interest rates are so low?

Sponsor White Papers

The Long View: The Peak in Peaks

In the latest ‘Anatomy of  a Recession’ series, ClearBridge Investments says that as the global economy normalises, U.S. growth should weather the peak in peaks and remain above trend for the following 12 to 18 months.

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'.

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.

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.

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.

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.

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.

The devil is in the details: does responsible investing really deliver?

An estimated US$30 trillion of AUM today takes into account some form of ESG data, but does responsible investing deliver only perceived value or can it really enhance overall risk/return?

Most viewed in recent weeks

Stop treating the family home as a retirement sacred cow

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.

Welcome to Firstlinks Edition 433 with weekend update

There’s this story about a group of US Air Force generals in World War II who try to figure out ways to protect fighter bombers (and their crew) by examining the location of bullet holes on returning planes. Mapping the location of these holes, the generals quickly come to the conclusion that the areas with the most holes should be prioritised for additional armour.

  • 11 November 2021

Welcome to Firstlinks Edition 431 with weekend update

House prices have risen at the fastest pace for 33 years, but what actually happened in 1988, and why is 2021 different? Here's a clue: the stockmarket crashed 50% between September and November 1987. Looking ahead, where did house prices head in the following years, 1989 to 1991?

  • 28 October 2021

Why has Australia slipped down the global super ranks?

Australia appears to be slipping from the pantheon of global superstar pension systems, with a recent report placing us sixth. A review of an earlier report, which had Australia in bronze position, points to some reasons why, and what might need to happen to regain our former glory.

How to help people with retirement spending decisions

Super funds will soon be required to offer retirement income strategies for members in decumulation. With uncertain returns, uncertain timelines, and different goals, it's possibly “the hardest, nastiest problem in finance".

Tips when taking large withdrawals from super

You want to take a lump sum from your super, but what's the best way? Should it come from you or your spouse, or the pension or accumulation account. There is a welcome flexibility to select the best outcome.

Sponsors

Alliances

© 2021 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.

Website Development by Master Publisher.