Allocation Views

Franklin Templeton
By October 22, 2019 14:31

Allocation Views

Contagion may be spreading through the global economy

The global economy continues to face headwinds, and risks are mounting. Trade tensions are spreading from country to country, and increasingly, manufacturing weakness is starting to infect the much larger service sector. Recurring equity market declines appear likely when untested policy measures such as tariffs and restrictions on listing and capital flows are being considered. Talk that China's companies may have been prevented from accessing US capital markets has frayed trust on both sides, and the forthcoming US presidential election complicates politics of the USChina relationship. As we have noted previously in our Allocation Views, the current trade dispute is merely a symptom of broader tensions. However, a partial resolution of the immediate dispute may be politically expedient, offering short-term relief.

Franklin Templeton
By October 22, 2019 14:31


Featured Events & Webinars

Events & Webinars


"Is the #dollar’s stumble a sign of things to come?" -> by @CapitalGroup #usdollar #us #currency

#Webinar 9 December on #Frontier DebtMarkets @UBP_Group -> #EMD #EMSovereignBonds

#Webinar 14 December @CapitalGroup -> "#2021 #Outlook: Turning points on the road to #recovery":
We are pleased to announce the launch of our new #ESG thematic solution:
Nordea Global Social Empowerment Strategy

Can green and ethical investing help us build back better in a post-pandemic world? Find out in this @raconteur article written by @SustMeme.

It carries insights from a range of market perspectives and leading contributors with expertise in both sustainability and investment.

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