Franklin Templeton's Andrew Canobi highlights perception versus reality The 1999 cult movie Matrix explores the theme of perception versus reality in this world. "A bit like financial markets...
As a new investor in fixed income securities, understanding bond credit ratings is essential for assessing risk and making informed investment decisions says Peter...
From Richard Gluyas, NAB The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute identifies five themes worth watching in the year ahead. 1. Secular stagnation returns As 2023...
Can Government Bonds Continue to Act as Defensive Investments? Government bond markets are now at the precipice of a paradigm shift. Unprecedented global fiscal stimulus....
Jerome Powell, the FOMC and most investors must be feeling a bit like this after the latest US inflation data: Fears of an inflation resurgence...
Inflation has been kind of an enigma for the world over the past few years. Policymakers dismissed rapidly rising inflation early on and viewed it...
Passive investment flows are changing markets. This is a part transcript from the Jana Investment Advisors Conference, where Steve Boothe, who is Head of...
Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...
Trillions of dollars of household wealth have been lost because of the stock market rout. A nasty doom loop is in danger of developing...

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