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3 May 2024
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The US economy shows strength, with a tight job market and solid wage growth, while the European economy remains stagnant, and both central banks are looking for continued evidence of lower inflation before starting their easing cycle.
Reflections from Franklin Templeton’s latest Industry Advisory Services Annual Survey, which aims to help investors understand how the wealth and investment management industry is changing and better prepare them for the future.
Trees are an appropriate metaphor for investing. When nurtured, they grow gradually but inexorably. Upon maturity they yield their bounty—shade, nuts and sweet fruit. Yet some trees withstand adversity better than others.
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.
Franklin Templeton's Fixed Income team no longer expects a technical recession in the US and believes the trajectory of disinflation in both the US and euro area will flatten. Thus, central banks are likely to keep rates higher for longer.
Although inflation will continue to be an issue for the next 6–12 months and the global economic recovery is uneven, there are investment opportunities ahead.
Growth investors are using Buffett to justify buying blue chip stocks at almost any price. It’s a recipe for potential disaster, as investors in market darlings like CBA and Cochlear may be about to find out.
With Australia’s population moving through the fastest rate of growth since the 1950s, our cities and towns are naturally densifying. This is a look at the latest trends and how they will impact the property market.
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.
Nvidia has taken the world by storm and is now the third largest stock on the planet - larger than Meta, Amazon, and Alphabet. Here is the latest take on Nvidia from a fund manager who first invested in the company in 2016.
Despite being richer, surveyed measures of happiness have been flat to falling in Australia. Some suggest we should focus less on GDP and more on broader measures of wellbeing, though there are pros and cons to that approach.
In an era where growth companies dominate and the likes of Nvidia grab all of the attention, dividend paying stocks are flying under the radar. Some of these stocks offer compelling prospective returns.
After more than a decade of pitiful yields, bonds are back offering better prospects for income investors. What are the best ways to take advantage of the market inefficiencies in Australian fixed income?