Turbulent markets make it timely to review three growth businesses that boast strong free cash flow and robust balance sheets for volatile times, writes Francyne Mu, portfolio manager at Franklin Equity Group.
Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the retirement strategy game has changed.
Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of negative-yielding bonds now yielding in the positive, owners of the debt face ugly marked-to-market losses – but counter-intuitively, there were investors willing to buy them.
Tightening of central policy on a global scale is creating valuation arbitrage across the board, and creating investment opportunities for skilful managers.
Alternatives don’t have to be African coal mines; in many cases they’re just normal assets like equity or business loans wrapped up in a private market structure.
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an uncertain environment for investors.
Income arrives in many shapes and sizes The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remainâ€”particularly with regard to inflation, interest rates and the possibility of recession. Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts.
Everyone is losing their minds over inflation signals that don’t matter. It is hard to pick up a paper or piece of market commentary at the moment that doesn’t point to some piece of ‘evidence’ that inflation is here and roaring. We have been doing a lot of reading recently around the topic in the…
Fixed income allocations have experienced a difficult 12 months, with both performance and sentiment turning against the sector. The threat of higher interest rates has seen volatility in Government bond markets reach levels not seen in decades. With many experts now suggesting that the duration “tailwind” is over, being the capital gains offered by bonds…