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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket reaction on Israel-Hamas conflict 'has been contained,' Franklin Templeton saysSalah Shamma, head of MENA equities at Franklin Templeton, says short-term market reaction on the Israel-Hamas war "has been contained" unless further operations increase in the wider region.
Persons: Franklin Templeton, Salah Shamma Organizations: Franklin Locations: Israel
The logo of Mexico's Central Bank (Banco de Mexico) is seen at its building in downtown Mexico City, Mexico February 28, 2019. Mexico could lure annual foreign direct investment flows of $55 billion to $60 billion if it takes better advantage of nearshoring, up from $36 billion in 2022, she said. That has dampened expectations Mexico could benefit from increased investment in semiconductors in North America. Mexico still faces competition to win investment from both North and Central America, plus Colombia, he said. "I don't think this measure is a game-changer to persuade those who have doubts," said Vejar.
Persons: Daniel Becerril, Gabriel Yorio, Andres Manuel Lopez Obrador, Gabriela Siller, Siller, Yorio, Lopez Obrador, Ramse Gutierrez, Franklin Templeton, Tesla, Carlos Vejar, Valentine Hilaire, Dave Graham, Anthony Esposito, Grant McCool, Sonali Paul Organizations: Mexico's Central Bank, Banco, REUTERS, MEXICO CITY, Banco Base, Central America, Thomson Locations: Banco de Mexico, Mexico City, Mexico, MEXICO, Asia, China, North America, Canada, United States, Franklin Templeton Mexico, Nuevo Leon, Mexican, North, Central, Colombia
The next 10 years will be unlike the last two decades for investors, according to investment advisors and wealth managers. Those conditions could create more volatility and lower returns for assets that have done well over the past decade, according to Monchau. ELTIFs allow individual investors to invest alongside institutions in assets like infrastructure, private equity and private credit. "The ability to generate income is going to be far and away the better place for the next decade for investment," he said. For younger investors more than 10 years from retirement, Cox recommends a 100% equity portfolio, maximising returns with low-cost index ETFs.
Persons: Charles, Henry Monchau, Monchau, There's, Goldman Sachs, Franklin Templeton, Jamie Cox, Cox, it's, maximising Organizations: CNBC Pro, Swiss, BlackRock, Harris Financial Group, Unilever, Nestle, Broadcom Locations: Swiss, Geneva, Richmond , Virginia
The jobless rate stayed at 5.5% for a third consecutive month, Statistics Canada said. Wage growth is also beating market expectations," said Michael Greenberg, a portfolio manager for Franklin Templeton Investment Solutions. "Despite the aggressive rate hikes by the Bank of Canada, clearly demand remains strong and companies continue to hire. Money markets increased bets for a rate increase later this month after the jobs figures were published. With September's robust gains, the economy is averaging 30,000 monthly employment growth this year, up from 25,000 a month earlier.
Persons: Carlos Osorio, Michael Greenberg, Greenberg, Derek Holt, Holt, haven't, they've, we're, Statscan, Ismail Shakil, Nivedita Balu, Steve Scherer, Fergal Smith, Dale Smith, Mark Porter Organizations: Queen, West, REUTERS, Rights OTTAWA, Statistics, Reuters, Franklin Templeton Investment Solutions, Bank of Canada, Scotiabank, Thomson Locations: Toronto Ontario, Canada, Statistics Canada, U.S, Ottawa
EBay also sells cars in the UK, though its own marketplace consists of consumers or dealers selling to consumers. The pandemic "acted as a massive accelerant" for Motorway because physical auctions were closed for months and dealers needed access to cars, Leathes said. In 2022, its auctions doubled to 1.7 billion pounds ($2.06 billion). That should double again this year, giving Motorway around a 5% share in a UK used-car market worth 80 billion pounds, Leathes said. Dealers can now use "wallets" for multiple transactions and Motorway now picks up around 30% of the cars it sells and delivers them to dealers.
Persons: Tom Leathes, Leathes, Nick Templeton, Templeton, Lewis Jent, Nick Carey, Nick Zieminski Organizations: eBay, Reuters, EBay, Index Ventures, Growth, BMW I Ventures, BMW, Dealers, Tesla, Thomson Locations: Britain, U.S, Leathes, CarShop
A bitcoin is seen in an illustration picture taken at La Maison du Bitcoin in Paris, France, June 23, 2017. It's a bit old hat, say a cohort of crypto investors who are betting on blockchain technology breathing new life into traditional assets. Others like Franklin Templeton, UBS Asset Management and ABN Amro (ABNd.AS) have launched tokenized versions of assets such as money market funds and green bonds. Indeed, the actual issuance and value of tokenized traditional assets remains small. Some market players now see significant advances.
Persons: Benoit Tessier, Franklin Templeton, Colin Butler, tokenization, hasn't, Morgan Krupetsky, Doug Schwenk, Lisa Mattackal, Medha Singh, Tom Wilson, Pravin Organizations: La Maison du, REUTERS, London Stock Exchange, Mirae, Securities, UBS Asset Management, ABN Amro, Polygon Labs, Reuters Graphics, Northern Trust, HSBC, Ava Labs, Digital Asset Research, Thomson, Reuters Locations: La, Paris, France, U.S, blockchain, Bengaluru
Veteran emerging markets investor Mark Mobius has named Alibaba and Tencent as key stocks in any portfolio investing in developing economies. Mobius said the Chinese technology giants "could be the foundation of any portfolio" despite recent volatility. Mobius is known for his long-term conviction picks of smaller companies, but stressed the resilience of the two Chinese tech titans. The fund manager said he likes the agility and profitability of smaller tech companies in the region but acknowledged geopolitical risks. So these companies are really very interesting companies," Mobius added.
Persons: Mark Mobius, Mobius, Alibaba, BABA, Franklin Templeton, they're, CNBC's, James Lee, Mizuho, It's Organizations: NYSE, Mobius Capital Partners, Hong, Investment, Mizuho Securities, Franklin, Taiwan Semi, Nvidia, AMD, Fund, Zilltek Technology Locations: Hong Kong, China, Taiwan, Beijing, TSMC, California
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomy looks due for soft landing, says Franklin Templeton CEO Jenny JohnsonJenny Johnson, Franklin Templeton CEO, joins ‘Closing Bell’ to discuss the possibility of a soft landing, investment opportunities in the market, and more.
Persons: Franklin Templeton, Jenny Johnson Jenny Johnson, Bell
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFranklin Templeton CEO: If you are flush with cash, now is the great time to be in private equity spaceLes Brun, Ariel Alternatives Chairman & CEO, and Jenny Johnson, Franklin Templeton President & CEO, join CNBC's Delivering Alpha 2023 conference to discuss the latest trends across the wide-ranging alternative assets ecosystem and more.
Persons: Franklin Templeton, Les Brun, Ariel, Jenny Johnson Organizations: CNBC's, Alpha
If you think crypto is dead, think again, says Bernstein's digital assets analyst. However, Bernstein says the crypto industry is alive and well — even if the price isn't reflecting that. Circuit sided with crypto investment giant Grayscale against the SEC, which had denied the company's application to convert its Grayscale Bitcoin Trust (GBTC) into an exchange-traded fund. BlackRock , Fidelity , Franklin Templeton and Invesco are among the largest names attempting to launch bitcoin ETFs. There are applications for eight bitcoin ETFs, three ether ETFs and 15 ether futures ETFs.
Persons: Bernstein, Crypto, Gautam Chhugani, Joe, Franklin Templeton, Chhugani, — CNBC's Michael Bloom Organizations: Blackrock, U.S . Securities, Exchange, U.S, Appeals, SEC, Fidelity, Visa, PayPal Locations: BlackRock
Citi is upgrading some of its services for institutional clients using blockchain technology. The banking giant introduced Citi Token Services on Monday, which will tokenize clients' deposits so they can be sent anywhere in the world instantly. The bank is also now using smart contracts to automate the trade process. Citi tested the smart contract capability with shipping and logistics giant Maersk, a client of the bank. While crypto remains in regulatory limbo and prices have been almost stagnant this year, renewed excitement about tokenizing real-world assets using blockchain technology has emerged as one of the hottest topics of the year.
Persons: Ryan Rugg, Rugg, Bernstein, Hamilton Lane, Franklin Templeton, JPMorgan Chase Organizations: Citi, Citi Token Services, Citi's Treasury, Trade Solutions, Investment, KKR, Securitize, JPMorgan Locations: U.S, Singapore
The study of 'Xi Jinpeng Thought' in state-owned Chinese companies has been mandated. But now employees of foreign firms are being pulled into the 'study sessions' as well. First published in 2017, Xi Jinping thought lays out 14 principles by which China will prosper. China's President Xi Jinping Lintao ZhangIn addition to the pressure to study of Xi's doctrine, new laws have limited international banks' abilities to operate as normal in China. "Foreigners and foreign organisations in mainland China shall comply with Chinese law and must not endanger China's national security, harm the societal public interest, or undermine societal public order,'" the law states, per The FT.
Persons: Franklin Templeton, Xi, Xi Jinping, Mao Zedong, Deng Xiaoping, Jiang Zemin, Xi Jinping Lintao Zhang Organizations: CCP, Service, Blackrock, Bloomberg, BlackRock, Marxist, Deloitte Locations: Wall, Silicon, China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFranklin Templeton's Jennifer Johnston on muni bonds: Buy bonds with robust security provisionsJennifer Johnston, SVP and director of municipal bond research Franklin Templeton, joins 'The Exchange' to discuss the tax advantage nature of MUNI investments, shifting investments from treasuries to MUNIs, and the credit fundamentals of the MUNI market.
Persons: Franklin, Jennifer Johnston, Franklin Templeton Locations: treasuries
LOS ANGELES (AP) — Environmental groups called on federal regulators Thursday to immediately shut down one of two reactors at California’s last nuclear power plant until tests can be conducted on critical machinery they believe could fail and cause a catastrophe. “We will not sit idly by while PG&E cuts corners on Unit 1’s safety,” Hallie Templeton, legal director for Friends of the Earth, said in a statement. Friends of the Earth, a longtime critic of plant safety, was a central player in negotiating the 2016 closing agreement. He noted that unlike most other reactor safety components, the pressure vessel has no independent backup system that can be called upon if it should crack or fracture and lose essential cooling water. According to the NRC, embrittlement occurs as a result of reactor operation when neutrons from the nuclear fuel irradiate the steel plates and welds used to construct the reactor vessel.
Persons: Peace, , ” Hallie Templeton, Suzanne Hosn, ” Hosn, Gavin Newsom, Digby Macdonald, , Macdonald, ” Macdonald, Critics, Newsom, it’s Organizations: ANGELES, , Nuclear Regulatory Commission, Pacific Gas &, Democratic, University of California, NRC Locations: Los Angeles, San Francisco, California, Washington, Berkeley
Many crypto and asset management industry professionals now expect the first so-called spot bitcoin funds to launch in 2024 . The number of firms jockeying for a spot bitcoin ETF has already broken into double digits, and it's still growing. The largest bitcoin futures ETF, the ProShares Bitcoin Strategy ETF (BITO) , has an expense ratio of 0.95%. Valkyrie has a Bitcoin Strategy ETF (BTF) that holds futures and has also applied to launch a spot product. He pointed to a Roundhill Ether Futures ETF filing with a proposed 0.19% fee as a more realistic target.
Persons: Franklin Templeton, Steven McClurg, we're, else's, McClurg, Ric Edelman, Bryan Armour, Armour Organizations: Securities, Exchange Commission, BlackRock, Valkyrie Investments, Digital Assets, Financial Professionals, North America, Morningstar, Fidelity Locations: BlackRock, Invesco
U.S. Commerce Secretary Gina Raimondo's trip to China last month had promised some economic and trade detente between the two superpowers now at loggerheads. And none of the 222 funds polled expected China economic growth to be any higher next year than this - mirroring a recent Reuters survey of domestic and overseas banks and investors. As these sorts of surveys go, there's an awful lot in there that could spell "peak gloom". Indeed, shorting China equities was deemed the second "most crowded trade" behind long exposure to supercharged Big Tech stocks. Even if the economy turns, political catalysts for a return to China may be slow in coming.
Persons: Aly, Gina Raimondo's, it's, Jamie Dimon, Jay Clayton, Jenny Johnson, Franklin Templeton, Willem Sels, Mike Dolan, Sharon Singleton Organizations: REUTERS, . Commerce, Bank of, Big Tech, Reuters, Reuters Graphics Reuters, JPMorgan, Investments, The Ontario Teachers, Caisse, Franklin, HSBC Private Banking, Thomson Locations: Shanghai, Shenzhen, China, loggerheads, Wall, Asia, Silicon Valley, Hong Kong, Temasek, Bridgewater, Blackrock, India, Indonesia, Washington, United States
Jenny Johnson, President and CEO of Franklin Resources, Inc., speaks at the 2022 Milken Institute Global Conference in Beverly Hills, California, U.S., May 4, 2022. REUTERS/Mike Blake/File Photo Acquire Licensing RightsSINGAPORE, Sept 11 (Reuters) - The idea that investment opportunities in China have met their demise is probably overhyped, said Jenny Johnson, president and chief executive officer at global investment management firm Franklin Templeton. "There is a lot of pessimism built into the pricing," she said at a session at the Forbes Global CEO Conference in Singapore. Johnson's comments came as global investors have reduced their appetite for China, discouraged by the country's faltering economic recovery and tensions with the West. Meanwhile, Johnson also sees opportunities in secondary private equities and private credit globally.
Persons: Jenny Johnson, Mike Blake, Franklin Templeton, Johnson, Franklin, Legg Mason, Johnson's, Gina Raimondo, Yantoultra Ngui, Gerry Doyle Organizations: Franklin Resources, Inc, Milken, Global Conference, REUTERS, Rights, Forbes Global, Conference, West, . Commerce, Thomson Locations: Beverly Hills , California, U.S, Rights SINGAPORE, China, Singapore, West .
However, some investors believe a bearish China story is shifting the spotlight onto investment opportunities in other Asian markets. Morgan Stanley downgraded the iShares MSCI China ETF (MCHI) to equal weight from overweight in early August, citing lower earnings growth expectations and structural challenges. Opportunity in Japan Japan currently stands out as a "particularly attractive" investment play, according to Horizon Investments chief investment officer Scott Ladner. Investors can get access to the Japanese market through the iShares MSCI Japan ETF (EWJ) , which has an expense ratio of 0.5% and more than $13 billion in assets. Ways to play the space include the iShares MSCI South Korea ETF (EWY) , the Franklin FTSE South Korea ETF (FLKR) and the iShares MSCI Taiwan ETF (EWT) .
Persons: Morgan Stanley, Wells, Jay Bryson, Scott Ladner, Ladner, Seth Carpenter, it's, Carlos Asilis, China —, Asilis, Franklin Templeton's FLKR, we've Organizations: Horizon Investments, Bank of Japan, Glovista Investments, Korea ETF, Franklin FTSE, Franklin FTSE South Korea ETF, U.S Locations: China, Wells Fargo, Japan Japan, Japan, Asia, Pacific, South Korea, Taiwan, Korea, Franklin FTSE South, Australia, India, Vietnam, Indonesia
Corporate bond yields have been a boon for income investors. For many, investment-grade corporate debt is the sweet spot right now, and still has yields that haven't been seen in years. Investment-grade bonds are rated Baa or above by Moody's or BBB and above by S & P and Fitch. "You could get to 5% to 6% type of yield numbers, without taking much credit risk, without taking much duration risk." "There should be lower spread volatility compared to other [corporate bond] sectors such as high yield, floating rate loans and emerging markets as well," he said.
Persons: haven't, Vishy Tirupattur, Morgan Stanley, Fitch, Tirupattur, Marc Kremer, Franklin, Michael Kessler, I'm, Kessler, He's, Morgan Stanley's Tirupattur, Franklin Templeton's Kremer, Kremer, CNBC's Michael Bloom Organizations: Federal Reserve, UBS, Investment, Franklin Templeton, Franklin Investment Grade Corporate, Albion Financial, Treasury Locations: financials, U.S
Franklin Templeton discusses GCC economies
  + stars: | 2023-08-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Fascinating story' unfolding in Saudi Arabia's small- and mid-cap space: Franklin TempletonSalah Shamma, head of MENA equities at Franklin Templeton, says GCC markets have "performed quite well" this year despite challenging global conditions.
Persons: Franklin Templeton Salah Shamma, Franklin Templeton Organizations: Franklin Locations: Saudi
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy now is a great time to be in the muni market: Franklin Templeton's Jennifer JohnstonJennifer Johnston, Director of municipal bond research at Franklin Templeton, joins 'The Exchange' to discuss hunting for yield in muni bonds, how commercial real estate prices impact regions differently depending on property taxes and the delayed impact of revenue for municipal bonds.
Persons: Franklin Templeton's Jennifer Johnston Jennifer Johnston, Franklin Templeton Organizations: Franklin Locations: muni
For investors who had expected more economic strife, sticking to those calls has become increasingly difficult. "It's going to take longer for rates to rally," said John Madziyire, senior portfolio manager and head of U.S. Treasuries and TIPS at Vanguard Fixed Income Group. "Recession or no recession, we think the probability of higher-for-longer interest rates is far greater than the likelihood of near-term cuts," credit investment firm Oaktree Capital said in a recent note. A re-acceleration in inflation could lead to higher rates than the market has priced in. Some are navigating the uncertainty by combining exposure to higher-yielding short term bonds with long-term bonds in case of a downturn.
Persons: , Felipe Villarroel, John Madziyire, Oaktree Capital, Danielle Poli, Anthony Woodside, Woodside, Stephen Dover, Chip Hughey, Davide Barbuscia, Richard Chang Organizations: Bond, Federal Reserve, TwentyFour Asset Management, Bank of, Fitch's U.S, Treasury, Oaktree, Fund, Reuters, U.S, Franklin Templeton Investment Solutions, Truist Advisory Services, Vanguard, Thomson Locations: U.S, Oaktree
OTTAWA, July 18 (Reuters) - Canada's annual inflation rate dropped more than expected to a 27-month low of 2.8% in June, data showed on Tuesday, led by lower energy prices while food and shelter cost increases persisted. Month-over-month, the consumer price index was up 0.1%, Statistics Canada said, which was also lower than the 0.3% forecast. "Inflation is definitely moving in the right direction, but we're seeing stickier and more persistent core measures," said Michael Greenberg, senior vice president and portfolio manager at Franklin Templeton Investment Solutions. The average of two of the Bank of Canada's (BoC) core measures of underlying inflation, CPI-median and CPI-trim, came in at 3.8% compared with 3.9% in May. "The Bank of Canada's preferred measures of core inflation, which exclude significant moves in individual categories, show that underlying price pressures remain sticky," said Royce Mendes, head of macro strategy at Desjardins Group.
Persons: stickier, Michael Greenberg, Royce Mendes, Mendes, We're, Jules Boudreau, Ismail Shakil, Steve Scherer, Fergal Smith, Nivedita Balu, Dale Smith, Will Dunham, Alexandra Hudson Organizations: OTTAWA, Reuters, Statistics, Bank of Canada's, Franklin Templeton Investment Solutions, Canada's, Desjardins Group, The Bank of Canada, Mackenzie Investments, Canadian, Alexandra Hudson Our, Thomson Locations: Statistics Canada, Mackenzie, China, Ottawa, Toronto
With the second half of the year now underway, investors may want to take another look at their fixed income portfolio. High yields have been a boon to income investors, as the Federal Reserve increased interest rates over the past year. "For more of our clients, we're looking to have the fixed income of the portfolio provide lower correlation and income," he said. Greg Wilensky, head of U.S. fixed income at Janus Henderson Investors, generally prefers securitized assets such as asset-backed and mortgage-backed securities. "You can't think of high yield bonds in the same thought as Treasurys," said Cox of eToro.
Persons: James Franke, Sonal Desai, She's, We're, It's, Desai, Franke, Rothschild, Callie Cox, Greg Wilensky, Janus Henderson, Cox Organizations: Federal Reserve, Treasury, Rothschild Investment, Franklin, Janus, Janus Henderson Investors Locations: Treasurys, U.S, eToro
Unlike the U.S., where home buyers can snag a 30-year mortgage, Canadian borrowers must renew their mortgages every five years at the prevailing interest rates. MORTGAGE DELINQUENCIES LOWLatest data released during the quarterly earnings showed mortgage delinquencies for all banks were low. Of the big six banks in Canada, Bank of Nova Scotia (BNS.TO) and National Bank of Canada (NA.TO) do not offer mortgage extensions, meaning the payment owed by the consumer goes up for each hike the BoC announces. Bank of Montreal (BMO.TO), CIBC (CM.TO) and TD Bank (TD.TO) each allow for negative amortization as rates rise. So it is working counter to what the Bank of Canada is trying to accomplish," Briggs added.
Persons: Greg Taylor, Desjardins, Mike Rizvanovic, Rizvanovic, Darcy Briggs, Briggs, Nivedita Balu, Josie Kao, David Gregorio Our Organizations: TORONTO, Bank, Purpose Investments, Bank of Nova, National Bank of Canada, BoC, RBC, Scotiabank, National Bank, Bank of Montreal, CIBC, TD Bank, Desjardins . Royal Bank of Canada, BMO, Franklin Templeton, Bank of Canada, Thomson Locations: U.S, Canada, Bank of Nova Scotia, Franklin Templeton Canada, Toronto
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