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Global Economic Perspective – October 2014
In this issue: Debate over potential U.S. rate increases gathers steam, the global economy faces challenge of “new mediocre,” and an outlook for Europe.
Institutional Perspectives: Establishing Reasonable Capital Market Expectations (June 2014)
In our latest Institutional Perspectives article Ian Riach, Director of Balanced Portfolio Management for Franklin Templeton Institutional, discusses a process for establishing a set of capital market return expectations for a stated time horizon.
Reforming Canada’s Pension System for Sustainability (April 2014)
“Critical modernization is required to bring Canada’s pension system into the 21st century,” says Matthew Williams, Head of Defined Contribution, Institutional Sales.
Dr. Michael Hasenstab: Taking a Contrarian View on Ukraine (April 2014)
Dr. Michael Hasenstab recently visited Ukraine and provided a video update from Kiev about his team’s position there.
Notes on Global Equity Markets (March 2014)
Despite a broad market rerating that has made the value landscape far less clear-cut, we continue to find companies that trade at significant discounts to our estimates of their long-term intrinsic value and believe adherence to a disciplined, bottom-up, forward-looking value strategy as a compass for investors is more important than ever.
Is a Benchmark-Oriented Approach to Emerging-Market Debt Suitable for Institutional Investors? (March 2014)
In this article, Claire Husson-Citanna, CFA Vice President, Portfolio Manager, EMD Research Analyst, Franklin Templeton Fixed Income Group and Adam Gorlyn, Vice President, Solutions Portfolio Manager, Franklin Templeton Solutions, examine the potential pitfalls of passive investing in emerging-market debt.
Positioned for a Rising-Rate Environment (February 2014)
This detailed analysis from the Franklin Templeton Fixed Income Group discusses the negative impact of the inevitable of rise in interest rates for traditional fixed income investors and examines defensive interest-rate strategies that can also capitalize on global opportunities.
Notes on Key Global Bond Market Themes for 2014 (February 2014)
Michael Hasenstab, Chief Investment Officer, Global Bonds for the Franklin Templeton Fixed Income Group, provides a succinct overview of some of the important dynamics which played out in global fixed income markets in 2013 and are likely to continue to be influential in 2014.
Global Fixed Income: Unlocking the Value in Pension Plans (January 2014)
Outlining the merits for Canadian pension plans to expand their investment horizons into global fixed income.
2014 Investment Perspective – Templeton Global Equity Group (January 2014)
Many global stocks indices were near record levels by the end of 2013, but lingering questions about macroeconomic and political uncertainty remain. This skepticism has continued to create what Templeton managers believe are selective opportunities, particularly in Europe.
2013 Market Review (January 2014)
Detailed insights into key events and market developments which shaped 2013 and set the stage for 2014, including an improving U.S. economy, positive signs from Europe, the launch of “Abenomics” in Japan, and expectations for the impact of the U.S. Federal Reserve beginning to cut back its asset purchases.
Institutional Perspectives: A Return to First Principles
As we enter 2014 trustees and investment committees will be meeting to review their 2013 portfolio returns, Ian Riach, Senior Vice President, Portfolio Manager, Director of Balanced Portfolio Management, Franklin Templeton Institutional, draws on his long experience as an institutional portfolio manager. This timely article reviews key objectives for long-term institutional investors and how to create a framework for productive annual reviews.
Yahoo Finance interview with Franklin Bissett’s Garey Aitken (January 2014)
In this interview Garey Aitken, CIO of Franklin Bissett Investment Management, shares his outlook on the Canadian equity market and offers insights on the prospects for several key sectors in 2014.
Emerging Market Bonds: Hardly in Trouble? (November 2013)
“The pace of economic growth and solidity of public finances are running strong in many emerging countries. Emerging Markets Debt offers countless investment opportunities at potentially attractive prices and may offer higher returns and solid capital appreciation as compare to the developed markets; hence it makes sense to keep an eye on the opportunities these markets offer.”
Perspectives: Economics trump politics … for now (October 2013)
At the end of the third quarter, Franklin Equity Group saw global equity markets as fully valued by historical standards. As investors process the ongoing political and economic uncertainty, the team remains committed to in-depth stock selection.
Picking Winners and Losers in a Rising-Rate Environment (October 2013)
Sonal Desai, director of research in Franklin Templeton’s Fixed Income Group and co-manager of Templeton Global Bond Fund, talks about recent losses in the fixed income market, buying opportunities — and why some bonds have probably suffered permanent losses.
Notes on Global Equity Markets: The Changing Correlation Situation (October 2013)
Global equity markets no longer moving in tandem with each other. Cindy Sweeting, director of portfolio management with Templeton Global Equity Group, believes this is a good thing for bottom-up stock pickers.
Global Economic Perspectives: Where Templeton is Finding Value Today (September 2013)
Templeton Global Equity Group is bargain hunting in Europe — arguing the region has been abandoned by risk-averse investors and is now trading at a large discount to historic valuations.
Globe and Mail: Undecided about Canadian Stocks? Bissett offers some ideas (September 2013)
A recent article from the The Globe and Mail’s Report on Business detailing the stock picks behind Franklin Bissett’s successful track record.
Morningstar: Franklin Bissett is Back in Style (September 2013)
This recent Morningstar article highlights the strong performance of the flagship Franklin Bissett Canadian Equity Fund — and the basic investment philosophies of the Franklin Bissett team.
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