Franklin Templeton’s investment teams have adopted a defensive, “buckle-up” attitude to counter populist fervour in developed markets, but remain encouraged by the resilience and relative political stability of emerging markets.
The news that Franklin Templeton has cut the fees on three of its UK equity funds to 45 basis points prompted a number of questions.
Franklin Templeton Investments has made big cuts to the fees on three of its UK equities funds.
Oil price concerns and a weak economic outlook in the Middle East and North Africa are factored into the region’s equity valuations now, according to Franklin Templeton Investments.
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
Franklin UK Managers’ Focus Fund used August volatility to buy into Unilever, amid a number of high-quality opportunities in the large-cap space.
Asian equities are going through tough times, writes Rowan Dartington investment director Tim Cockerill, but that does not mean investors cannot make healthy long-term returns with the right funds.
Investors who invest in the flagging oil trade now will reap the rewards five year down the line, according to Franklin Templeton’s Dylan Ball.
Banks are still too opaque and afflicted by risk to warrant investor interest, according to Franklin Templeton’s Colin Morton.
This week’s HEAD-TO-HEAD weighs up the Old Mutual Old Mutual UK Mid Cap and Franklin UK Mid Cap funds.
Mark Mobius is stepping away from the helm of the Templeton Emerging Markets Investment Trust after more than 26 years.
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
