Long-Term Trends

Martin Currie believes India has the potential to drive returns in emerging markets over the next decade as the structural growth opportunities come to fruition and companies rise to the challenges presented to them.

Learn how technological advances have shifted economic dynamics over different eras, and why the protocol economy may represent the most meaningful evolution yet.

For investors, demographics are a driver of country risk, and they can impact productivity, economic growth, sovereign financials and debt ratings. Demographics are not destiny, but they do set parameters. Find out more from Franklin Templeton Institute’s Kim Catechis.

In this issue of Disruptive Technology Views, we explore the advantages of public blockchains versus the disadvantages of private blockchains and outline the benefits of decentralized finance over traditional finance as they relate to the security lending markets.

Christy Tan, Investment Strategist at Franklin Templeton Institute explores frameworks that assess the risks and opportunities in different investment pathways, encouraging the building of portfolios oriented around agility, resilience, and growth while navigating the uncertainties and opportunities in global fixed income landscape.

With well-designed AI algorithms, investors can produce better outcomes. However, we still need professionals to operate AI tools to both guide and gut-check their recommendations. In this issue of Disruptive Technology Views, we provide more on the transformative power of AI in investment management.

The opportunity set in European special situations credit is gearing up to be as fertile and attractive as it has been since the global financial crisis for a number of reasons, according to BSP-Alcentra.

This article reflects findings from Franklin Templeton’s Industry Advisory Services Annual Survey conducted between March and August of 2023. The underlying aim of this paper is to help our clients understand how the wealth and investment management industry is changing and better prepare them for the future.

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. Our specialist investment managers explore energy transition and the new technologies and infrastructures required.

Energy transition presents investors with many opportunities and challenges. It’s not just about cutting emissions; it is about decarbonizing entire sectors and overhauling the entire global economy. How do we do it and what role do investors play? We explore these questions and more.

As investors search for alpha, Chief Market Strategist, Stephen Dover, explores the vast universe of potential investment themes at the intersection of the energy-food-water nexus by drilling in on three possible opportunities that may emerge in the medium- to long-run.

Many government policies—both carrots and sticks—are driving the global transition to greener energy systems. In this piece, we compare regulatory sticks, like carbon pricing, with carrots like feed-in tariffs that subsidized solar renewables. We also discuss the role the quickly developing global industrial policy race is playing in catalyzing investments.

As the clean energy and electrification revolution continues to gather speed, Martin Currie explores the role real assets and listed utilities will play in delivering clean energy to both developed and emerging markets.

The US high-yield (HY) bond market was a key enabler of the shale oil and gas boom, with far-reaching implications ranging from geopolitics to US industrial competitiveness. Franklin Templeton Fixed Income explores whether the high-yield bond market will fund a boom in energy transition.

One person’s trash is another person’s jet fuel? Franklin Mutual Series explores investment opportunities that may materialize as air carriers and airplane manufactures move to make high-blend sustainable aviation fuel—or SAF—a reality. Rapidly developing fuel technologies may be the bridge to decarbonizing the aviation industry.

The steel industry is one of the largest contributors to global carbon emissions. Is green steel the solution? Franklin Templeton Emerging Markets Equity explores green steel from zero-emissions hydrogen, breaking down costs and technologies in each step of the production process.

Oil sands, more than other fossil fuel producers, seemingly face an uphill battle for investment dollars from sustainability-themed portfolios. Franklin Bissett Investment Management explores Canadian oil sands producers’ foundation investment in carbon capture technology as they attempt to reduce carbon emissions.

Franklin Equity Group discusses opportunity in natural gas production, infrastructure and transportation as global stakeholders partner to meet consumer demand while working toward societies’ climate change and energy transition goals.

Energy transition will be a key investment theme in the coming decades because of its integral role in the global economy. Stephen Dover, Head of Franklin Templeton Institute, synthesizes our specialist investment manager’s views for investors navigating the challenges and investment opportunities.

Demographics is not destiny, but it can set parameters.

A primer to Malaysia’s food security.

The development of the digital ecosystem inevitably triggers digital innovation which has the potential to revolutionize areas like fintech and supply chain design.

The rise of intangible assets has distorted the difference between value and growth investing.

Investment returns are impacted by geopolitics—geopolitical stability is impacted by climate change.

Our Chief Market Strategist, Stephen Dover and Investment Strategist Kim Catechis, examine the debt wave that drives many of the economic policy discussions today.

Join the discussion with our strategists and explore the interplay between the long-term drivers that face investors over the coming decade.