Beyond Bulls & Bears

Meet the Manager: John Levy
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Meet the Manager: John Levy

Because an intern didn’t show up for work, John Levy, Director of Impact, Franklin Real Asset Advisors, got his foot in the door at Franklin Templeton. Now, 14 years later, he’s leading the firm’s efforts in impact investing, helping the company prove itself as a leader in the space. Get to know John.

Impact Investing in Practice: Social Infrastructure
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Impact Investing in Practice: Social Infrastructure

To understand how impact management can be applied in practice, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, took an example from the real estate sector and considered the specific demands of social infrastructure. The third post of this three-part series explores why social infrastructure can be seen as a natural fit for most impact investors.

The Five Building Blocks of Effective Impact Management
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The Five Building Blocks of Effective Impact Management

No single, unified best practice has yet emerged for impact investing, and a proliferation of methodologies and metrics has introduced an element of confusion. Simply navigating through all the resources available to impact investors can be a challenge. In the second post in this three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, help guide us through what they call the “five building blocks” of effective impact management.

An Introduction to Impact Investing
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An Introduction to Impact Investing

Interest in impact investing is growing within the asset management industry, but there is still some confusion about it. We view impact investing’s defining feature as the explicit intention to generate positive, measurable social and environmental outcomes alongside a financial return. In the first of a three-part series, our Franklin Real Asset Advisors team, in collaboration with consulting firm Tideline, provide an overview of what impact investing is—and isn’t.

Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate
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Where Bricks Are Beating Clicks: Implications for Last-Mile Real Estate

Many observe the impacts of e-commerce growth as decimating commercial retail properties, leaving empty big-box warehouses and strip malls in its wake. While this may be true to a certain extent, it ignores the potential opportunity this new trend is creating in the industrial property sector. It seems that for every mall that closes, a distribution warehouse—or so-called last-mile logistics space—opens. Raymond Jacobs, Woon Pin Chong and Marc Weidner of Franklin Real Asset Advisors outline the opportunities they see, namely in new demand for logistics infrastructure.

Understanding the Climate Change Challenges Facing Consumer Goods Companies
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Understanding the Climate Change Challenges Facing Consumer Goods Companies

As an active investment manager with a firm commitment to integrating environmental, social and governance analysis into its investment processes, Franklin Templeton recognizes its responsibility to raise awareness of climate transition issues. Working alongside the Carbon Disclosure Project, Franklin Templeton recently co-hosted a roundtable event on consumer goods companies’ preparations for the low-carbon transition. Here, Julie Moret, Head of ESG at Franklin Templeton, reports back from the event.

K2 Advisors: It’s the End of the Fed’s World as We Know It
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K2 Advisors: It’s the End of the Fed’s World as We Know It

Market volatility returned with a vengeance towards the end of 2018, with numerous uncertainties invoking memories of the Great Recession. K2 Advisors’ Robert Christian and Brooks Ritchey believe the most recent turmoil has been a function of some asset-price distortions stemming from central bank actions. They explain what it all means for investors—and for hedge-fund vehicles in particular.

Risk On, Risk Off, or Risk Uncertain?
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Risk On, Risk Off, or Risk Uncertain?

While big market swings can be unsettling to many investors, there are a number of alternative investment strategies that aim to turn volatility into opportunity, according to K2 Advisors' Brooks Ritchey and Robert Christian. They outline some of the market challenges they see ahead, and why they believe certain hedge strategies could find fertile ground.

Distortion, Divergence and Diversification: 2019 Global Investment Outlook
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Distortion, Divergence and Diversification: 2019 Global Investment Outlook

Volatility has plagued equity markets globally in 2018—most notably emerging markets and US equity markets. As the US economic expansion officially crossed the nine-year mark in 2018, many investors started to wonder when the cycle would change—and what the catalyst might be. Our senior investment leaders see plenty of reasons to be optimistic about the year ahead, but recognize investment opportunities may be more divergent, with some previously overlooked countries or asset classes potentially taking the spotlight.

Renewable Energy Gaining Steam
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Renewable Energy Gaining Steam

Renewable energy has been gaining steam for many reasons, as have the investment opportunities in the space. Ketul Sakhpara, portfolio manager and research analyst, Franklin Real Asset Advisors, outlines the three main drivers of interest, and where his team sees potential. You might be surprised to learn how emerging markets in particular are ramping up renewable energy.

Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Fourth Quarter Hedge-Fund Strategy Outlook: K2 Advisors

In their fourth-quarter (Q4) 2018 outlook, K2 Advisors’ Research and Portfolio Construction teams take a deeper look at alpha, and why they feel it’s misunderstood. They believe offering these insights will help investors better understand the rationale for owning retail mutual funds that invest in hedge strategies.

Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors
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Third Quarter Hedge-Fund Strategy Outlook: K2 Advisors

“While things remain relatively tranquil on the surface, macroeconomic concerns―including geopolitical hot spots, growing political uncertainty in Europe, trade wars and major central bank policy divergence—all pose legitimate problems for market stability. In addition, perhaps one the most overlooked concerns today is the threat of continued rising interest rates in the United States.” - K2 Advisors, July 26, 2018.