Insights

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

How secure are the world’s supply chains? As geopolitics and technology collide, investors must rethink risk, resilience, and opportunity in a rapidly fragmenting global economy. In this research paper, Franklin Templeton Institute discusses the impact on five global supply chains.

Germany’s recent decision to overhaul government borrowing constraints sparked optimism that new public spending will benefit companies across Europe. Craig Cameron of Templeton Global Equity Group outlines the opportunities.

Today’s advanced technologies are extremely energy intensive. Franklin Equity Group delves into the implications, challenges and opportunities of a potential nuclear renaissance in the United States.

Franklin Templeton Institute explores the new economic and geopolitical order that is shaping up, the key players, and the critical role of energy security.

Higher federal farm subsidies could help end the pocket of pessimism around agricultural machinery stocks, explains Franklin Templeton Equity Group.

Franklin Templeton Fixed Income believes that investing in water-impact bonds may offer attractive opportunities for diversification while supporting environmental conservation. The blue bond market continues to expand rapidly and finances sustainable ocean and water-related projects.

Franklin Templeton Fixed Income (FTFI) believes that investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there is an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.

The Alcentra European direct lending team looks at the key characteristics and evolution of impact investing and discusses whether this could be a well-suited investment strategy to achieve impact and financial goals.

Martin Currie believes India has the potential to drive returns in emerging markets over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.

Our Franklin Templeton Fixed Income team explores why high-quality reporting is not only a compliance issue but also a key factor for the effectiveness of sustainable finance.

Climate change adaptation is becoming increasingly necessary. For asset managers, it is imperative to know which issuers are well prepared for future risk events, as this preparation will help determine the likely impact of extreme weather on creditor fundamentals.

Franklin Templeton Fixed Income surveyed companies it invests in for information about their approaches to biodiversity, a topic of growing importance to economic sustainability.

BSP-Alcentra believe sustainability-linked loans are evolving to cover mid-sized companies and various sectors, highlighting the growing importance of sustainability and ESG factors in the European market.

The Fixed Income team continue with their four-year-long focus on the energy transition—this time through the lens of the important ‘Science Based Targets’ tool—and consider how these target setting tools are being viewed and used by the markets.

Three catalysts that will be important for climate change investments in 2024, according to Templeton Global Equity Group.

The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.

The Franklin Templeton Fixed Income team believes more sovereigns are turning to the IMF for financing support as capital markets for low-income countries remain shut. In this paper, they consider how the IMF Debt Sustainability Framework could play a crucial role.

Franklin Templeton Fixed Income’s Ashley Allen and Bryant Dieffenbacher discuss sustainable investing and what the convergence of food, water and energy means for investors.

Arguably, humanity’s greatest current challenge is the need to shift to low and net-zero carbon in a little less than 30 years. These challenges create investment opportunities as investors have a critical role given the capital required to fund this transition. Our specialist investment managers explore energy transition and the new technologies and infrastructures required.

Energy transition presents investors with many opportunities and challenges. It’s not just about cutting emissions; it is about decarbonizing entire sectors and overhauling the entire global economy. How do we do it and what role do investors play? We explore these questions and more.

As investors search for alpha, Chief Market Strategist, Stephen Dover, explores the vast universe of potential investment themes at the intersection of the energy-food-water nexus by drilling in on three possible opportunities that may emerge in the medium- to long-run.

Many government policies—both carrots and sticks—are driving the global transition to greener energy systems. In this piece, we compare regulatory sticks, like carbon pricing, with carrots like feed-in tariffs that subsidized solar renewables. We also discuss the role the quickly developing global industrial policy race is playing in catalyzing investments.

As the clean energy and electrification revolution continues to gather speed, Martin Currie explores the role real assets and listed utilities will play in delivering clean energy to both developed and emerging markets.