Beyond Bulls & Bears

An Integrated Approach to Managing ESG Risks and Opportunities
Equity

An Integrated Approach to Managing ESG Risks and Opportunities

Today, some forward-looking investors are deepening their focus on environmental, social and governance (ESG) analysis to provide additional perspectives to complement existing research efforts. Julie Moret, Franklin Templeton’s head of ESG, explains how ESG contributes to an evolved investment evaluation framework and serves as a tool to assess broader holistic risks.

As Public Attitudes Toward the Environment Change, So Should the Investment Approach
Fixed Income

As Public Attitudes Toward the Environment Change, So Should the Investment Approach

“After attending this year’s Principles for Responsible Investment Conference (PRI) in San Francisco, our takeaway message is clear: Investors and investment managers have to be proactive in addressing changing public attitudes toward the environment.” -David Zahn

Symmetry Policy: How to Adapt to a More Volatile Market Environment
Equity

Symmetry Policy: How to Adapt to a More Volatile Market Environment

“Unusually subdued levels of volatility during 2017 possibly lured some investors into a false sense of security. But as precipitous market moves in early February and late March suggested a return to more historically normal levels of volatility, the question for investors now is how to adapt their approach to the new environment.” Dylan Ball, Templeton Global Equity Group

Environmental, Social and Governance Factors in Global Macro Investing
Fixed Income

Environmental, Social and Governance Factors in Global Macro Investing

“Strong governance institutions, social cohesion and sustainable environmental policies support economic growth and higher income levels. At the same time, as countries become richer they can invest more in state-of-the-art infrastructure, assign greater priority to environmental sustainability, and develop a well-educated middle class that demands better social and political institutions.” - Michael Hasenstab, CIO, Templeton Global Macro