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Global Investment Committee Allocation Views - July 2017
Major Themes That Frame Our Tactical Asset Allocation as at 5 July 2017: Continued Global Growth, Inflationary Pressures and Business Cycle Remains Positive.
Global Economic Perspectives – June 2017
US Economy’s Rebound on Track, but Inflation Takes a Pause, Oil Price Volatility Overshadowed by Gulf Political Crisis and Lower Inflation Forecasts Support ECB’s Continued Dovish Stance.
Notes on Global Fixed Income Investing - June 2017
The US Is Poised for Continued Expansion, with Recession Risks Still a Couple Years Away, We Expect US Inflation to Increase on Labor Market Strength and Potential Policy Adjustments and We Believe the Fed Needs to Continue Hiking Rates.
Global Investment Committee Allocation Views - June 2017
Major Themes That Frame Our Tactical Asset Allocation as at 1 June 2017: Synchronized Global Growth, Inflationary Pressures and Business Cycle Remains Positive.
Property Markets: The Quarter in Review –26 May 2017
US Property Markets, European Property Markets and Asian Property Markets.
A Relook at Frontier Markets – May 2017
The Case for Frontier Markets, Higher Growth Potential in Frontier Markets, Frontier Market Valuations Are Cheaper, Providing an Attractive Entry Point for Investors, Frontier Markets May Offer Diversification Benefits and Importance of Active Management.
Global Economic Perspective – May 2017
US Economy Set to Rebound from Weak Start to 2017 as Fundamentals Remain Solid, Global Economy Showing Gradual Improvement But Commodity Markets Volatile and Positive Eurozone Data and French Election Result Boost Sentiment.
After the Bond Market Rally: The Value of an Unconstrained Global Bond Strategy in Shifting Markets – May 2017
10-Year US Treasury Yields Fell to the Lowest Level in Decades Despite Solid US Fundamentals, Strong Emerging-Market Bond Performance Largely Offset the Drag of Macro Hedges for Templeton Global Bond Fund and Templeton Global Bond Fund Performance Was Largely Flat during the Bond Market Rally, but Turned Positive when the Market Shifted in Q4 2016.