Global Investment Outlook from Franklin Templeton
Fixed income deserves a good deal of attention—delivering income is back.
Diversification and income may be enough motivation...
By Thomas Haugaard, Portfolio Manager on the Emerging Markets Debt Hard Currency (EMD HC) Team at Janus Henderson Investors.
Key takeaways:
The hard currency emerging market...
Andrew Canobi, Director Franklin Templeton Fixed Income, says that the contrast couldn’t be starker between Australia and the American GDP growth.
“In Q1, 2023 the...
An extract from The Art of Boring, Mawer Investment Management Podcast Episode 196, with Brian Carney, Portfolio Manager of the Mawer Global Credit Opportunities...
An excerpt from a Mawer podcast, 'Art of Boring' with Portfolio Manager, Brian Carney
Against the backdrop of geopolitical escalation, an energy shock and shifting...
Article by Manuel Hayes, Senior Portfolio Manager, Insight Investment
High yield corporate credit has emerged as one of our asset class picks for 2022 (see:...
Chief Investment Officers from Franklin Templeton specialist investment managers share their view on corporate health in the US across fixed income and equities asset...
Last week I interviewed Darren Wills, BlackRock’s APAC Head of Fixed Income in iShares and Institutional Index Investments. Darren shares much in this interview...
Higher for longer is not a new narrative (FOMC) - Seema Shah, Chief Global Strategist, Principal Asset Management.
At today’s Federal Open Market Committee (FOMC)...
