Beyond Bulls & Bears

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.

Climate Change Sectors Heat Up
Equity

Climate Change Sectors Heat Up

Templeton Global Equity Group peels back the multiple layers of the investible climate change universe, and considers how companies can contribute to reducing carbon emissions on a global scale.

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery
Perspectives

PODCAST: Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Our latest "Talking Markets" podcast examines post-pandemic shifts in priorities and behaviors for companies and investors using environmental, social, and corporate governance strategies.

ESG Will Define the Post-COVID Era
Fixed Income

ESG Will Define the Post-COVID Era

“As we flip the calendar to 2021, we are getting closer to a point at which the economic shocks of the past year become prologue for the economic stories ahead. We anticipate being constructive in a number of regions as the world transitions toward a post-COVID era." - Michael Hasenstab, Executive Vice President, Portfolio Manager Chief Investment Officer, Templeton Global Macro.

Water Disruption: Investment Risk from Multiple Angles
Perspectives

Water Disruption: Investment Risk from Multiple Angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. Water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

Quick Thoughts: Wall Street and Main Street Disconnect
Equity

Quick Thoughts: Wall Street and Main Street Disconnect

Our Head of Equities, Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.

Responsible Investing in a Traditional Asset Class
Fixed Income

Responsible Investing in a Traditional Asset Class

In the municipal bond market, the issuance of green bonds has provided an attractive solution for investors interested in socially responsible investments while also receiving the tax-exempt income benefit municipal bonds offer. Franklin Templeton’s Municipal Bond team provides an overview of green bonds, including potential benefits and risk considerations.

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus
Perspectives

“Build Back Better”: COVID-19 Brings the “S” From ESG Into Focus

Dislocations resulting from the pandemic shine a light on environmental, social and governance (ESG) issues, which can be used as an additional tool to identify leading companies from the laggards, according to Franklin Templeton’s Global Head of ESG, Julie Moret.

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.