REFLECTIONS ON GROWING ECONOMIES AND FADING STIMULUS

2018 Global Investment Outlook

Full Version   Summary

Our investment experts share their views as markets shift away from the recovery era of monetary accommodation amid synchronized global growth. These views represent Franklin Templeton’s global macro, fixed income, equity and multi-asset investment capabilities and are underpinned by our capital markets forecast. Read sections of the full report below.

12/01/2017

Global Macro

Identifying Value in the Post-QE Era

By Michael Hasenstab, Ph.D.

12/01/2017

Fixed Income

Constructive but Cautious for 2018

By Christopher J. Molumphy, CFA

12/01/2017

Equity

Non-US Markets Look Poised to Stand Out in 2018

By Stephen Dover, CFA

12/01/2017

Multi-Asset

Optimism and Selectivity in 2018

By Edward D. Perks, CFA

12/01/2017

Outlook

Machine Learning and Artificial Intelligence Underpin 2018 Tech View

12/01/2017

Outlook

Long-Term Capital Markets Expectations

12/01/2017

Outlook

Global Fixed Income: Moving Beyond Short-Term Distractions

12/01/2017

Outlook

Biotech: Resurgence in Innovation amid Policy Uncertainty

12/01/2017

Outlook

Templeton’s 2018 Views on Bargains, Value Catalysts and the Risks

12/01/2017

Outlook

Dovish ECB Stand Likely to Dominate European Fixed Income

12/01/2017

Outlook

European Equities: Recovery Underway, Earnings to Follow

12/01/2017

Outlook

Finding Value in Unloved Industrials, Cyclical Sectors in 2018

12/01/2017

Outlook

US Growth Team Sees Innovation-Driven, Secular Tailwind Ahead

12/01/2017

Outlook

Managing Volatility through Portfolio Construction

12/01/2017

Outlook

More Room for Emerging Markets to Run in 2018

12/01/2017

Outlook

Muni Bonds: A Sense of Déjà Vu

12/01/2017

Outlook

Hedge Fund Outlook Sees a Fertile Ground for Alpha Capture Opportunities

12/01/2017

Outlook

Building a Positive 2018 Outlook for Real Estate and Infrastructure