$7 Trillion Worth of Stocks Are Exposed to Crypto Risks
Attention institutional investors: Whether you’re a bonafide and laser-eyed true believer or a skeptical holdout, the risks from cryptocurrencies could be steadily “creeping” into your portfolio, according to MSCI Inc.
The U.S. Economy Takes Significant Turn For The Worse
We all remember the COVID-19 recession which occurred in early 2020. It was a severe recession which saw GDP plunge over 30% last spring during the widespread lockdowns. The good news was the lockdowns ended quickly and the economy recovered all its losses, and then some, in the 3Q of last year. It’s been on a roll ever since.
Are We at the Inflection Point of Climate Change Investing?
The rise of environmental, social and governance (ESG) investing is nothing short of extraordinary, according to Yu Meng, Chair of Asia Pacific at Franklin Templeton. As we are constantly reminded by extreme climate change events, he says urgent actions are required from all of parts of society and the economy, including the financial markets.
ESG Funds Fail a Big Test
New research shows that mutual funds and ETFs with an ESG mandate failed to live up to their promises. Those funds, for example, had worse track records for compliance with labor and environmental laws and were less likely to voluntarily disclose emissions data than non-ESG investments.
Our Take on China and India
Investors need to understand the differences between Chinese capitalism and Western capitalism in order to properly assess the opportunities in China. Meanwhile, norms in India more closely resemble those in the United States— but India has dramatically larger headroom for growth.
“G”: The key to ESG success
Governance, the “G” in ESG, is about “seeing how deeply embedded these issues are in a company's strategy and ultimately their operations,” says Joy Facos, Head of Sustainable Investing and Corporate Responsibility.
The Value of Being Actively and Constructively Engaged
Robust engagement with company management can be key in sparking catalysts that unlock shareholder value and potentially lead to better returns over the longer term, according to Franklin Mutual Series Environmental, Social and Governance (ESG) Ambassador Tim Rankin.
3 potential factors behind the rise in U.S. Treasury yields
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Investment Strategy Analyst BeiChen Lin discussed recent political headlines in Washington, D.C., the rise in U.S. government bond yields and the potential outcomes of Germany’s recent elections.
Gold Is Now the Second Most Liquid Asset on Earth
Gold’s average daily trading volume for the one-year period was $183 billion, compared to the S&P 500 with nearly $235 billion. That dollar amount is enough to beat currency swaps as well as all government and corporate debt.