Hung Italian parliament ‘best scenario’ for investors
The expected hung parliament following this weekend’s Italian election is likely to encourage fund selectors towards Italian equities and away from the fixed income sector, according to experts.
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The expected hung parliament following this weekend’s Italian election is likely to encourage fund selectors towards Italian equities and away from the fixed income sector, according to experts.
John Maynard Keynes was a fan, Warren Buffett famously still is, but do investors get real benefits from the concentrated equity portfolios that have grown in popularity in recent years?
Emerging markets pioneer Mark Mobius will be stepping down as executive chairman of the Templeton Emerging Markets Group (TEMG) and formally retire from Franklin Templeton on 31 January.
Europe has had a tricky time of it in the decade following the financial crisis and 2017 was tipped to be no different, predicted to be a roller coaster of populist politics and volatile markets.
Maintaining flexible, long/short exposures across the credit markets, and limiting duration risk is the best way forward investors in today’s challenging fixed income markets, says Charmaine Chin, managing director and head of credit, relative value and event-driven strategies at K2 Advisors, part of Franklin Templeton Investments, in the article below.
Franklin Templeton Investments has launched the Franklin LibertyQ Emerging Markets UCITS ETF, the first ever emerging markets UCITS smart beta ETF in Europe to incorporate four different factors, according to US asset manager.
Blackrock’s chief investment strategist Richard Turnill believes “monetary divergence” between the US and the eurozone is creating investment opportunities. The assertion is certainly contrarian.
You may be forgiven for not staying up late this Sunday to watch the final results of Germany’s parliamentary elections come in. While Chancellor Merkel is sure to win, the scale of her victory is likely to impact the future direction of bond spreads.
Deutsche Asset Management and Franklin Templeton are the latest firms to reveal they will take on the cost of research once Mifid II comes into force next year.
Franklin Templeton has introduced a range of smart beta ETFs to European investors, with four strategies to be launched on the London Stock Exchange on Friday.
Political risk in Italy is currently overstated, and government finances are better than markets appreciate. Investors have all the reason to be overweight Italian government bonds, argues David Zahn, head of European fixed income at Franklin Templeton Fixed Income Group.
Mark Mobius, AKA Mr Emerging Markets, will be stepping back from day-to-day management of several high-profile funds at Franklin Templeton. He tells us where he would like to retire, if it ever comes to that.