State of the Markets H1 2023 We continue to believe in the innovation economy in the face of adversity. Challenging market conditions are periods for building, particularly for startups. Today, founders have time to slow down, focus on product market
Big Ideas 2023: ARK aims to deliver long-term capital appreciation by investing in the leaders, enablers, and beneficiaries of disruptive innovation. We believe every investor should have a strategic allocation to innovation, not only to access potential exponential growth opportunities
At the recent COP267 conference, members of the Glasgow Financial Alliance for Net Zero (GFANZ), of which Franklin Templeton is a member, signed a commitment to deploy over US$100 trillion in financing over the next three decades to move the
Innovation stocks have become a popular investment theme but are facing scrutiny. We build a half-century backtest of innovation that invests in a rotating portfolio of technologies trending in patent data. Innovation has delivered positive long-term returns distinct from growth
Executive Summary Insurance leaders are continuing to eye payment transformation as a strategic imperative in 2022 and beyond, as they navigate challenges fueled by aging legacy systems, high check volumes of traditional payables and receivables, as well as increasing client
In our latest analysis, we look at innovation: its historical returns to investors, and at four sectors whose innovations we believe will stand the test of time. We conclude with history on innovation’s victims, and how long investors have to
Over the last decade, smartphones have revolutionized our lives in ways that go well beyond mere audio communication. In addition to Facetime video chats, texting and emailing, billions of people globally use smartphones to shop online, check the weather, hail
Webinar – New Economy Capital Group New Economy – designed to capture growth and innovation Capital Group’s New Economy strategy, launched in 1983, was designed to capture growth by investing in companies that can benefit from innovation, exploit new technologies
RESILIENCE, EFFICIENCY AND INNOVATION: THE PROMISE OF PUBLIC CLOUD Last year’s Public Cloud Report revealed that enthusiasm for public cloud projects was on the rise. This trend continues in 2019, but are public cloud projects delivering on their promise? With
China has gone from a low-value, high-volume manufacturing hub to a market with many high-quality companies to choose from. In my view, research and development (R&D) spending and intellectual property (IP) protection are supporting innovation in China. Telecommunications equipment, industrials,
A joint survey conducted by Eagle Investment Systems and Hegarty Group specifically identifies how asset managers are deploying emerging technologies. The bigger question for many, also addressed, is how organizations can take the necessary steps today to access the impending
Price Point Als het gaat om beleggen in kleine ondernemingen, is inzicht in de innovatiekracht van ondernemingen doorslaggevend. Innovatie kan namelijk een belangrijke factor zijn voor het lange-termijn rendement. Inzicht in de unieke kenmerken van kleine ondernemingen is hiervoor essentieel:
PricePoint China heeft van innovatie een strategische prioriteit gemaakt, waardoor een ecosysteem ontstaat van nieuwe, snelgroeiende bedrijven en kansen voor beleggers in small- en midcaps. China steekt de VS naar de kroon op het gebied van kunstmatige intelligentie en het
New technologies are transforming our lives. Smartphones, GPS and “smart home” devices like Alexa and Siri are just a few examples of technologies that are changing communication, transportation and daily tasks. Industries are being transformed just as much, with companies
