Canada

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Reflections on Growing Economies and Fading Stimulus

2018 Global Investment Outlook

Our investment experts share their views as markets shift away from the recovery era of monetary accommodation amid synchronized global growth. These views represent Franklin Templeton’s global macro, fixed income, equity and multi-asset investment capabilities and are underpinned by our capital markets forecast.

Topic Paper

Expert high-level market views to help guide your portfolio decisions.

 

Canadian Fixed Income: Treading Carefully in 2018

 

Canadian Equities: Opportunities in 2018

 

Identifying Value in the Post-QE Era

 

More Room for Emerging Markets to Run in 2018

 

Managing Volatility through Portfolio Construction

 

Building a Positive 2018 Outlook for Real Estate and Infrastructure

 

Hedge Fund Outlook Sees a Fertile Ground for Alpha Capture Opportunities

 

Constructive but Cautious for 2018

 

Non-US Markets Look Poised to Stand Out in 2018

 

Optimism and Selectivity in 2018

 

Machine Learning and Artificial Intelligence Underpin 2018 Tech View

 

Long-Term Capital Markets Expectations

 

Global Fixed Income: Moving Beyond Short-Term Distractions

 

Biotech: Resurgence in Innovation amid Policy Uncertainty

 

Templeton’s 2018 Views on Bargains, Value Catalysts and the Risks

 

Dovish ECB Stand Likely to Dominate European Fixed Income

 

European Equities: Recovery Underway, Earnings to Follow

 

Finding Value in Unloved Industrials, Cyclical Sectors in 2018

 

US Growth Team Sees Innovation-Driven, Secular Tailwind Ahead