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A New Era of Investing Dawns
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As we settle into the first quarter of 2023, it’s worth discussing the current cycle and the implications for markets in 2023—but the bigger issue is the developing likelihood we have begun to shift into a different economic and market environment, marking a different era than we have seen in the decade-plus since the Global Financial Crisis (GFC).
Turning Points for 2023
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Olga and Hugo walk into the new year with an eye on potential trend shifts, such as the end of U.S. interest-rate hikes and a weakening U.S. dollar. They discuss China’s reopening as a source of growth and consider what it might take to launch the next bull market in global equities.
Investing in Health and Wellness
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Health and wellness are not confined to New Year’s resolutions—they are a state of mind and being that has grown into a trillion-dollar global economy. This rapid growth was spurred on largely by the COVID-19 pandemic and has created many unique investment opportunities.
Market Outlooks
Allocation Views
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The Franklin Templeton Investment Solutions team continue to anticipate that the cumulative effect of monetary policy tightening will have a dampening effect on economic activity.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
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Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.
Market Outlooks
2023: Our U.S. Teams Weigh In
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Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. While impossible to predict what 2023 has in store—especially because interest-rate changes can have a lagged effect on corporate earnings—we asked our U.S. equity teams to weigh in.
Macroeconomic & Geopolitical
China: Reopening Should Drive Growth
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After a year of anemic growth—by China’s standards—we expect a recovery in Chinese economic activity to gradually take place in 2023. The government has abandoned its zero-COVID policy and re-pivoted to growth, and the reopening, combined with a benign inflationary environment that gives China’s policymakers room to increase stimulus, we believe is a reason for optimism in 2023. That said, major policy questions and geopolitical risks cloud the outlook.