Investment Adventures in Emerging Markets

Meet the Manager: Andrew Ness
Perspective

Meet the Manager: Andrew Ness

Franklin Templeton Emerging Markets Equity’s Andrew Ness has been investing in emerging markets for 25 years. Formerly a rugby player, meet Andrew and learn more about his investment approach.

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”
Asia

The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone”

“Despite some impact from a rising US dollar, we’ve seen some dramatic changes made to financial markets in emerging Asia since the AFC. This suggests to us that the emerging-market fundamentals we see today are more resilient and should avoid a repeat of the 1997 crisis.” – Chetan Sehgal, Franklin Templeton Emerging Markets Equity

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors
Asia

The Impact of US Policy on Emerging Markets: Chinese Trade Strategy Turns Toward Neighbors

“In fact, we believe rising US protectionism could act as a spur to some developing economies and encourage more regional trade agreements between emerging markets.” Chetan Sehgal, Franklin Templeton Emerging Markets Equity

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players
Latin America

Further Reforms Could Lead Latin American Economies to Become Bigger Growth Players

“We think Latin America’s two largest economies, Brazil and Mexico, could continue to benefit from economic growth and reforms… However, we believe further reforms are needed, and upcoming elections in those countries could influence our outlook.” Gustavo Stenzel, Franklin Templeton Emerging Markets Equity