Franklin Templeton

“Like a good wine, the best vintages in private markets often come from challenging environments,” Franklin Templeton’s Tony Davidow says, predicting the recent dysfunction markets have endured could mean a strong vintage year for private equity.

While markets expected a pause, the RBA board’s hawkish tone implying a further cut in August surprised many. For Australia’s property sector in particular, observers say the path to a soft landing may be getting even more treacherous.

Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the retirement strategy game has changed.

The 35th iteration of the awards saw Franklin Templeton Australia beat out fellow finalists BlackRock, Lazard, VanEck and Macquarie Asset Management to take out the Fund Manager of the Year award.

Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the retirement strategy game has changed.

Turbulent markets make it timely to review three growth businesses that boast strong free cash flow and robust balance sheets for volatile times, writes Francyne Mu, portfolio manager at Franklin Equity Group.

Zehrid Osmani from Martin Currie goes in-depth with Peter White from The Inside Network on the best global investment ideas.

Tightening of central policy on a global scale is creating valuation arbitrage across the board, and creating opportunities for skilful investors.

I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts. I am looking at the future of…

Martin Currie, the active equity specialist investment manager of Franklin Templeton, says “as the global economy returns to growth, investors looking to catch the growth wave should be looking to emerging markets.” Alastair Reynolds, Portfolio Manager of the Legg Mason Martin Currie Emerging Markets Fund, agrees and says “Take one example. In 2021, the global…