Deep Water Waves

Join the discussion with our strategists and explore the interplay between the long-term drivers that face investors over the coming decade.

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Kim Catechis

Kim Catechis
Investment Strategist,
Franklin Templeton Investment Institute

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Kim Catechis has 34 years of investment experience spanning developed and emerging market equities. He joined Martin Currie in 2010 and was its Head of Investment Strategy since 2019, before transitioning to Franklin Templeton Investment Institute in April 2021.

Deep Water Waves: Global Fixed Income

Friday, November 05, 2021

This webinar will feature a lively panel discussion on global fixed income trends with two investment experts from Western Asset Management and Brandywine Global, firms with a combined US$556 billion in assets globally.
Available in English and French.

Research on the long-term drivers of performance
facing investors

We are living in a period of great seismic change, where our world is constantly evolving. This progression and its consequences are the focus of Franklin Templeton Investment Institute’s research, Deep Water Waves.

These waves represent powerful long-term drivers that will fundamentally alter the economic, political and public policy foundations for all asset prices.

Authored by Kim Catechis, strategist at the Franklin Templeton Investment Institute (FTII), Deep Water Waves includes in-depth research exploring each wave and their potential impact.

Deep Water Waves also analyzes how 70 countries* from across the globe are preparing for the challenges outlined in the main paper, providing ratings for each nation.

In addition, the FTII team will explore the implications of these major waves on the different asset classes with Franklin Templeton’s range of specialist investment managers in a special webinar series.

WHAT ARE DEEP WATER WAVES
(2:00 running time)

Forces for Change

THE DEMOGRAPHIC WAVE

THE DEMOGRAPHIC WAVE

THE TECHNOLOGY WAVE

THE TECHNOLOGY WAVE

THE DEBT WAVE

THE DEBT WAVE

THE GEOPOLITICAL WAVE

THE GEOPOLITICAL WAVE

THE CLIMATE CHANGE WAVE

THE CLIMATE CHANGE WAVE

Together, these resources will provide investors with a comprehensive look at how the investment world is changing, and how they can prepare for the world of tomorrow.

We encourage you to join the conversation and read the attached documents. Whether you read the summary, the full paper or study the country specific insights, we welcome your comments and feedback as we continue to develop investment implications and conclusions. Contact us.

Insights