January 2019 - Investment Adventures in Emerging Markets

Investment Adventures in Emerging Markets

Asia

Chinese New Year: Symbolism in the Year of the Pig

As many come together to celebrate Chinese New Year, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal and Andrew Ness take a look into what the pig symbolizes, and how the pig might lend another way to consider emerging markets in the year ahead.

Chetan Sehgal, CFA | January 31, 2019

Asia

The Impact of US Policy on Emerging Markets: Three Investor Misconceptions

As investors continue to grapple with global market volatility, Franklin Templeton Emerging Markets Equity’s Chetan Sehgal opines on three misconceptions or factors he thinks investors are overlooking, and why he’s optimistic for the longer term.

Chetan Sehgal, CFA | January 30, 2019

Perspective

Emerging Markets Outpace Developed Markets in the Final Quarter of 2018

Numerous uncertainties weighed on investor sentiment in 2018 and led to a down year for emerging markets overall, although the fourth quarter saw some outperformance versus developed markets. Manraj Sekhon, CIO of Franklin Templeton Emerging Markets Equity, and Chetan Sehgal, senior managing director and director of portfolio management, present the team’s overview of the emerging-markets universe in the fourth quarter of 2018, along with their current outlook.

Manraj Sekhon, CFA | January 14, 2019

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.

Andrew Ness, ASIP | January 09, 2019

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