Franklin Templeton 4. 61K Follower s Comments Summary EM equities have advanced for 10 straight months, now up more than 32. 3% year to date, outpacing US large caps, which returned slightly more than 14. 6% over the same period. We believe this outperformance is likely to continue through year‑end amid a weaker US dollar, improving earnings and growing demand for geographic diversification. EM equities recently traded at nearly a 40% discount versus US peers one of their lowest forward price-to-earnings (P/E) differentials in over a decade. In terms of portfolio construction, a diversified EM allocation anchors exposure to global easing, demographic growth and digital transformation, while selective country tilts reflect conviction-driven opportunities. By Dina Ting, CFA It’s that time of year again. Holiday shoppers know the secret: start with a meaningful primary gift that makes an impression. Add smaller delights for a personal touch. Asset allocators can do the same anchor portfolios This article was written by 4. 61K Follower s Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1, 300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1. 4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton. com and follow us on LinkedIn, Twitter and Facebook. Comments Recommended For You.
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