Beyond Bulls & Bears

Coronavirus Pandemic Shifts Focus to ESG
Equity

Coronavirus Pandemic Shifts Focus to ESG

The coronavirus pandemic has highlighted the importance of financial market risks that fit within the realm of environmental, social and governance (ESG) factors—namely disaster preparedness and health risks. Templeton Global Equity Group’s Maarten Bloemen argues we will see recently highlighted ESG considerations more acutely on the radar of investors, while other issues previously on the backburner due to coronavirus—such as climate change—will likely come back to the spotlight as this is a long-term structural issue which will need to be addressed. He opines on the state of ESG investing and where he sees values.

ESG Study: How Institutional Investors Embrace Responsible Investing
Perspectives

ESG Study: How Institutional Investors Embrace Responsible Investing

Our ESG study found some regional nuances, such as the importance of climate change, particularly for European and North American investors.

Closing the European Performance Gap
Equity

Closing the European Performance Gap

Although European equities performed well in 2019, there’s still a significant value and performance gap compared to US stocks, according to Franklin Mutual Series Portfolio Manager Katrina Dudley. Here, she gives reasons why she’s optimistic about the backdrop for European value stocks and discusses some potential market-moving events she’s monitoring.

PODCAST: How a Broadening Stakeholder Base Shines a Light on Sustainability
Perspectives

PODCAST: How a Broadening Stakeholder Base Shines a Light on Sustainability

Around the world, societal demographic shifts are becoming evident, bringing long-standing assumptions and theses into question. Julie Moret, Head of ESG at Franklin Templeton, explains why investors should consider how companies are managing and navigating some of these broader drivers of change.

Templeton Global Macro: An Update on our ESG Scores
Fixed Income

Templeton Global Macro: An Update on our ESG Scores

Templeton Global Macro evaluates environmental, social and governance (ESG) factors in its macroeconomic research process and describes the process of codifying the team’s research discussions into quantifiable scores.

Meet the Manager: John Levy
Alternatives

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.

The Five Building Blocks of Effective Impact Management
Alternatives

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
Alternatives

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.

Food Security Through an ESG Lens
Fixed Income

Food Security Through an ESG Lens

“Given the already tight supply and demand balance and the expectation for further demand growth, the prices for meat-based proteins in general and pork are expected to continue to increase.” - S. James McGiveran III, research analyst, Franklin Templeton Fixed Income Group.

Understanding the Climate Change Challenges Facing Consumer Goods Companies
Alternatives

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.

An Investor’s Perspective on the Proposed Taxonomy for Sustainable Finance
Perspectives

An Investor’s Perspective on the Proposed Taxonomy for Sustainable Finance

Can stakeholders (regulators, policymakers and market participants) deliver a sustainable finance framework that serves the end-client well? The European Union’s technical expert group has just published its final recommendations on the taxonomy for sustainable finance, establishing common criteria to classify environmentally sustainable activities that support the transition to a low-carbon economy. Fresh from discussing the topic at the Responsible Investor Europe Conference in London, Julie Moret, Head of ESG at Franklin Templeton, offers some immediate feedback on the usability and implications for investors.

Do Teachers’ Strikes Have Us Picketing California School District Bonds?
Fixed Income

Do Teachers’ Strikes Have Us Picketing California School District Bonds?

Two large teacher’s strikes in California have made headlines this year, one in Los Angeles and another in Oakland. Neither was prolonged, but both highlight funding concerns in these and other communities. Jennifer Johnston of our Municipal Bond department explains the role investors play in funding public education through municipal bonds.