Beyond Bulls & Bears

Quick Thoughts: Insights from the historic 2023 UN Water Conference
Perspectives

Quick Thoughts: Insights from the historic 2023 UN Water Conference

Understanding and integrating water issues into investment processes: Stephen Dover, Head of Franklin Templeton Institute offers Insights from the recent United Nations Water Conference.

Sustainability matters: The US prioritizes climate change
Multi-Asset

Sustainability matters: The US prioritizes climate change

Inflation Reduction Act (IRA), climate and multi-asset implications—Franklin Templeton Investment Solutions examines the IRA from an investment lens.

Meet the Manager: Bonnie Wongtrakool
Perspectives

Meet the Manager: Bonnie Wongtrakool

As a young girl with dreams of a career in finance, Western Asset’s Bonnie Wongtrakool is a prime example of manifesting one’s future success—but not without putting in the work to make it happen. Today, she helps mentor other young women hoping to follow in her footsteps. Here, we get to know Bonnie.

Quick Thoughts: The Connection Between Climate Change and Geopolitics
Perspectives

Quick Thoughts: The Connection Between Climate Change and Geopolitics

Successful international investing includes measuring financial risks and rewards caused by events in an affected country. Stephen Dover, Head of Franklin Templeton Investment Institute, discusses how macroeconomic and political research complemented by environmental, social and governance (ESG) research provides investors additional prisms to view a country’s financials, impacts on climate change, and geopolitical risk.

Thinking Holistically About ESG
Equity

Thinking Holistically About ESG

In this excerpt from our latest “Global Investment Outlook,” Franklin Equity Group Portfolio Manager Serena Perin Vinton discusses how her team thinks about environmental, social and governance (ESG) investing and the opportunities in investment-driven innovations levered to a more sustainable environment.

Are We at the Inflection Point of Climate Change Investing?
Perspectives

Are We at the Inflection Point of Climate Change Investing?

The rise of environmental, social and governance (ESG) investing is nothing short of extraordinary, according to Yu Meng, Chair of Asia Pacific at Franklin Templeton. As we are constantly reminded by extreme climate change events, he says urgent actions are required from all of parts of society and the economy, including the financial markets. In this excerpt from his recent article, “Are we at the inflection point of climate investing?” in the Journal of Investment Management, Meng explores whether climate change investing is at an inflection point.

The Value of Being Actively and Constructively Engaged
Equity

The Value of Being Actively and Constructively Engaged

Robust engagement with company management can be key in sparking catalysts that unlock shareholder value and potentially lead to better returns over the longer term, according to Franklin Mutual Series Environmental, Social and Governance (ESG) Ambassador Tim Rankin.

Quick Thoughts: Are You Pricing in Water Risk?
Alternatives

Quick Thoughts: Are You Pricing in Water Risk?

Our Chief Market Strategist, Stephen Dover, believes that water risk is global now—devastating floods, unseasonal hurricanes, droughts, megafires, and more demonstrate this. The economic implications of risks related to water are significant and should be considered when investing.

PODCAST: Consumer Clout Driving ESG Efforts
Multi-Asset

PODCAST: Consumer Clout Driving ESG Efforts

Franklin Equity Group's Sara Araghi, Martin Currie's Zehrid Osmani and Western Asset's Bonnie Wongtrakool speak with Franklin Templeton Chief Market Strategist Stephen Dover about how consumers are more in control than ever before, putting companies and brands under the microscope when it comes to environmental, social and governance factors.