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Results 801–850 of 1,246 found.

Brazil’s Olympic Ambitions
by Mark Mobius of Franklin Templeton Investments, 4/5/16
It’s important to remember that Brazil is still in the early stages of developing a viable political and economic structure, and these types of transitions aren’t always smooth.

A Golden Opportunity?
by Steve Land of Franklin Templeton Investments, 3/29/16
We continue to see attractive investment opportunities in gold and precious metals equities, with many companies trading well below what it would cost to build their existing mines today. We believe many gold companies are also well-positioned to survive a weak price environment.

Challenges and Opportunities Facing Brazilian Companies
by Mark Mobius of Franklin Templeton Investments, 3/24/16
Brazil has great potential to improve its economic standing, but we aren’t alone in stating that policies need to change. We can’t predict when this will happen, so investors there need to be patient.

A More Accommodative Fed
by Christopher Molumphy of Franklin Templeton Investments, 3/23/16
While market consensus currently seems unconcerned about inflation, we know this could change quickly. Longer term, we certainly think higher-than-anticipated US inflation is a potential risk.

Has Brazil Bottomed?
by Mark Mobius of Franklin Templeton Investments, 3/19/16
Last year when I visited Brazil I was cautiously optimistic, and returning again this year, I remain so. We were expecting problems, but we were encouraged to see some signs of change taking place and are hopeful that as host of the 2016 Summer Olympic Games this year, Brazil will have the opportunity to shine. People find it difficult to believe the situation will turn around in a downtrodden market like Brazil, but we have found that, in general, the time of maximum pessimism marks the time when a bottom is near, and that’s the time we want to be investing.

In the Know: Clean Power Plan Faces Supreme Challenge
by John Kohli of Franklin Templeton Investments, 3/18/16
With or without a federal mandate to cut carbon dioxide emissions, carbon reductions are happening throughout the industry for economic reasons. Low natural gas prices and low-cost renewables are driving investment decisions away from higher-carbon sources of energy.

Global Economic Perspective: March
by Franklin Templeton Fixed Income Group of Franklin Templeton Investments, 3/14/16
We regard the greater stability in commodity prices, along with a lessening of volatility in financial markets, as welcome, and believe it should provide a more stable platform for the global economy, where growth remains acceptable, if lower than desirable.

Why We Think Mexico Is a Standout in Latin America
by Mark Mobius, Rodolfo Ramos Cevallos of Franklin Templeton Investments, 3/14/16
While oil is meaningful to the Mexican government in terms of revenues, Mexico’s reliance on oil is considerably less than is commonly believed.

An Alternative View on Volatility
by Brooks Ritchey of Franklin Templeton Investments, 3/11/16
Based on our current economic outlook, with financial markets still coming to terms with, among other issues, China’s slowing growth rate and uncertainty about global interest rates, we anticipate volatility will be around for some time—and may even escalate.

Why Europe Is Wrong to Ignore the Threat of Brexit
by David Zahn of Franklin Templeton Investments, 3/2/16
Many European investors seem to think this so-called 'Brexit' decision is an issue that will only affect the United Kingdom. We think they’re mistaken and that Brexit has significant implications for investment markets in Europe as a whole.

The Red Tour: Nanchang to Fuzhou
by Mark Mobius of Franklin Templeton Investments, 2/25/16
My team and I recently completed a multi-city tour of China, mainly via high-speed rail. We’ve explored cities including Shenzhen, Nanning, Guiyang, Changsha and Wuhan, searching for potential investment opportunities and seeing the economic conditions in China first-hand. This last stop on our tour offers a look at Nanchang and Fuzhou in southeastern China.

The Missing Muni Market Story
by Rafael Costas of Franklin Templeton Investments, 2/25/16
In 2015, the municipal bond market benefited from the favorable combination of three positive influences that have historically driven performance: supply, demand and credit quality. We see these positive influences likely to continue in 2016.

This Is Not 2008
by Michael Hasenstab of Franklin Templeton Investments, 2/23/16
The risk aversion across emerging markets appears to have reached a maximum state of unwarranted pessimism, in our view, and we see a vast set of valuation opportunities amid the volatility.

Global Economic Perspective: February
by Franklin Templeton Fixed Income Group of Franklin Templeton Investments, 2/19/16
The impact of China’s rebalancing is likely to remain a headwind, particularly for countries that have relied on its appetite for raw materials. But this is likely to be counterbalanced by the continuation of the various accommodative monetary policies that are in place around the world.

Wuhan: China’s Travel Hub
by Mark Mobius of Franklin Templeton Investments, 2/19/16
News and entertainment I saw in China indicated to me that political changes are coming hard and fast.

Inflation: Dead, or Just Forgotten?
by Michael Hasenstab of Franklin Templeton Investments, 2/12/16
We believe that widespread underestimation of future inflation, together with the prospective normalization in the relationship between long-term interest rates and nominal GDP growth, sets the stage for a significant correction in Treasury yields.

Exploring Culture and Companies in Changsha, China
by Mark Mobius of Franklin Templeton Investments, 2/8/16
It's clear to me that despite the tremendous amount of infrastructure building that has already taken place in China, there is a need for more.

Oil’s Well That Ends Well?
by Templeton Global Equity Group of Franklin Templeton Investments, 1/29/16
With the modest-at-best global economic recovery after the still front-of-mind global financial crisis trauma from 2008-2009 … markets are understandably preoccupied with the scope for unpleasant shocks.

Travels in China: Nanning to Guiyang
by Mark Mobius of Franklin Templeton Investments, 1/28/16
While we’ve heard reports of falling real estate prices in some of the smaller (second- or third-tier) cities in China, we didn’t see widespread evidence of that; sales still seemed generally robust in the regions we toured.

On January Barometers and Market Bargains
by Templeton Global Equity Group of Franklin Templeton Investments, 1/22/16
We are now witnessing historic extremes in the discount afforded to value relative to growth, quality and safety. While this environment has been (and may remain) painful for some time, the eventual normalization of these extremes represents the most compelling opportunities in equity markets today.

Shenzhen: A City on the Move
by Mark Mobius of Franklin Templeton Investments, 1/22/16
Driving through Shenzhen, I could see how it has transformed since the first time I visited about 20 years ago. Where there were once rice fields, office and apartment buildings have sprung up—some of which are now among the tallest in China.

Global Economic Perspective: January
by Franklin Templeton Fixed Income Group of Franklin Templeton Investments, 1/19/16
Though the rest of the world may not be doing as well as the United States, we think global growth remains acceptable and do not anticipate a global recession or global deflation.

Global Economic Perspective
by Team of Franklin Templeton Investments, 1/16/16
• US Fundamentals Look Strong Enough to Cope with Higher Rates • A Softer Growth Backdrop for Much of the Rest of the World • Europe’s Recovery Remains Modest but Inflation Still Weak

Frontier Markets in Focus: 2016 and Beyond
by Carlos Hardenberg of Franklin Templeton Investments, 1/13/16
Frontier markets represent exciting long-term investment opportunities for our team. We see favorable fundamentals including strong economic growth, abundant natural and human resources, favorable demographic profiles, the potential for rapid technological progress, and potential benefits from improving infrastructure and improving standards of governance.

Why We’re Not Panicking about China
by Michael Hasenstab of Franklin Templeton Investments, 1/9/16
Templeton Global Macro CIO Michael Hasenstab’s response to the latest news from China? Don’t panic.

China’s Conundrum
by Mark Mobius of Franklin Templeton Investments, 1/8/16
As we see it, there is no question that China should continue to have strong growth this year, but one might say China is facing a bit of a conundrum. On the one hand, the government wants stability, but on the other, it also is striving toward more openness.

Will Equities See a Sweeter ’16 Ahead?
by Ed Perks of Franklin Templeton Investments, 1/8/16
Global financial markets still face numerous risks, but the drivers of corporate profitability appear to us to be sustainable in the current business and economic environment.

A Year for Value?
by Norman J. Boersma and Cindy L. Sweeting of Franklin Templeton Investments, 12/31/15
While global equities appear vulnerable to near-term volatility, Templeton Global Equity Group’s Norm Boersma and Cindy Sweeting are optimistic about the year ahead. And, they believe the environment appears favorable for value investing to shine. Read on for the team’s 2016 outlook.

Emerging Markets 2016 Outlook
by Mark Mobius of Franklin Templeton Investments, 12/30/15
In many respects, 2015 was a challenging year for investors in emerging markets. However, we consider many of the factors driving recent volatility to be temporary, and we are optimistic for the longer term due to several factors.

Seeing the Silver Lining for Fixed Income in Fed Move
by Christopher Molumphy of Franklin Templeton Investments, 12/21/15
As we look ahead to 2016, we finally have entered this long-anticipated rising-rate environment. However, it’s likely to be slow and steady, and certainly not something we believe should cause major portfolio dislocations for fixed income investors.

Travels in Sri Lanka: The Tourist Trade
by Mark Mobius of Franklin Templeton Investments, 12/17/15
I encourage travelers to check out Sri Lanka, which has much to offer tourists including warm weather, expansive beaches, and an interesting heritage with many cultural attractions.

No Fireworks from the ECB as Draghi Plays It Cool
by David Zahn of Franklin Templeton Investments, 12/7/15
{Mario) Draghi and his governing council colleagues wanted to avoid rocking the boat too much, preferring instead to keep things moving and to show that they were prepared to act.

Malaysia’s Crisis of Confidence
by Mark Mobius of Franklin Templeton Investments, 12/3/15
While fiscal prudence and stronger commodity prices should help the country, one could argue that Malaysia will need to restore the confidence of its people in its government and of foreign investors in its markets to truly get back on track.

Japan’s Demographic Challenges Dampen Growth
by Michael Hasenstab of Franklin Templeton Investments, 12/3/15
Demographics have played—and continue to play—a key role in holding back Japan’s growth performance. Japan’s population keeps aging at a rapid pace.

Consumption in China: From Commodities to Karaoke
by Mark Mobius of Franklin Templeton Investments, 11/30/15
China isn’t only a consumer of raw commodities—its growing middle class has been exerting formidable purchasing power and spawning new domestic industries that are of keen interest to us as investors, including cosmetics, entertainment (cinemas, music) and more.

Crowdfunding a College Education
by Roger Michaud of Franklin Templeton Investments, 11/24/15
I would suggest that you probably already have a pool of family or friends who would be willing to help finance your child’s college education with a monetary gift this holiday season that could last much longer than this year’s hottest gadget or game.

Global Economic Perspective: November
by Franklin Templeton Fixed Income Group of Franklin Templeton Investments, 11/19/15
While China’s manufacturing sector—which drove China’s rise to its place as the world’s second-largest economy—has been losing steam, it is being supplanted by a domestic, consumer-led economy propelled by a rising middle class with growing income. Other Asian countries are on a similar trajectory.

Are Emerging Markets Turning a Corner?
by Mark Mobius of Franklin Templeton Investments, 11/16/15
We consider many of the factors driving recent volatility in emerging markets to be temporary in nature and compounded by typically low summer liquidity—thus we believe we have grounds to be optimistic longer term.

A Decisive Monetary Policy Approach Is About More Than Economics
by John Beck of Franklin Templeton Investments, 11/13/15
With monetary policy divergence between the developed world’s three most influential central banks set to continue, it seems clear to us that the need for a decisiveness of approach extends beyond a simple economic argument.

Japan: The Quest for Growth and Inflation
by Michael Hasenstab of Franklin Templeton Investments, 11/10/15
Abenomics [in Japan] constitutes a true regime change and has already had a significant impact—but the road to sustainably higher growth and inflation is still long.

Disappearing Options to Claim Social Security—For Some
by Gail Buckner of Franklin Templeton Investments, 11/4/15
The Bipartisan Budget Act of 2015 eliminates two claiming strategies that enable a married couple to increase the total amount they could receive from Social Security. These strategies are known as 'file and suspend' and 'file and restrict.

Small Stars Can Shine Bright
by Mark Mobius of Franklin Templeton Investments, 11/2/15
We have found that as an asset class, emerging-market small cap is one of the most widely misunderstood and underutilized among investors. It is often perceived to be a place to avoid in times of uncertainty, but we see things differently.

In the Know: What’s Ailing Biotech?
by Evan McCulloch of Franklin Templeton Investments, 10/28/15
Even if Hillary Clinton’s prescription plan, as we currently understand it, did ultimately pass, in my view the impact would be very manageable for the (biotech) sector.

Is Now a Good Time to Buy REITs?
by Wilson Magee of Franklin Templeton Investments, 10/28/15
Investors in US REIT stocks may use a variety of valuation methodologies in making investment decisions, but we think one of the most important of those considers the underlying value of properties using transactional evidence in the real estate investment market itself.

Global Economic Perspective: October
by Franklin Templeton Fixed Income Group of Franklin Templeton Investments, 10/23/15
Overall, while there are plenty of ‘problem children’ in the emerging-market space, there are undoubtedly assets and currencies being beaten down by broad-brush assessments of economic prospects that merit renewed attention.

India: Interest Rates, Inflation and Manufacturing Ambitions
by Mark Mobius of Franklin Templeton Investments, 10/22/15
We have high hopes for India’s future, so we remain quite interested in India and continue to seek out investment bargains there. We are looking to diversify our exposure to Indian equities through a mix of commodities-oriented, export-oriented and domestic companies.

Connecting with the Internet of Things
by Grant Bowers, JP Scandalios of Franklin Templeton Investments, 10/20/15
We now see a trend where smart devices can connect to one another and share data, allowing them to perform new and exciting tasks. We believe the explosion of such connected devices will significantly change the way individuals and businesses operate on a daily basis.

US Monetary Policy: It’s Déjà Vu All Over Again
by Brooks Ritchey of Franklin Templeton Investments, 10/16/15
Is maintaining a zero interest rate policy in the United Sates today a good idea, or is not raising rates doing more harm than its intended good? I suppose that depends on perspective and opinion.

South Africa’s Sporting and Economic Scorecard
by Johan Meyer of Franklin Templeton Investments, 10/15/15
Dubbed the “rainbow nation” after the end of apartheid in 1994, South Africa had much to be hopeful about. In 2010, it achieved heightened recognition among investors when it became the fifth member of the “BRICS” grouping of emerging market economies, along with Brazil, Russia, India and China. While its economy and demographics differ from other BRIC countries, it has one thing in common with Brazil, Russia and China: It has hosted major global sporting events over the years. South Africa hosted the FIFA World Cup five years ago, and it hosted and won the Rugby World Cup 20 years ago

A Lens on Latin America
by Mark Mobius of Franklin Templeton Investments, 10/9/15
We think the manner in which Brazil’s government institutes reforms to utilize its resources most effectively will be key to its economic transformation. Within the next three to five years we could see tremendous changes—if the will is there.
Results 801–850 of 1,246 found.