Unlocking a wider world of equity opportunities

On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers his views on the reasons to allocate to emerging markets, including insights on specific companies and the broader opportunity across emerging markets today.

Franklin Equity believes energy is evolving from a cyclical variable into a structural driver of economic outcomes, influencing inflation, growth and investment decisions over a longer horizon.

Amid heightened geopolitical and energy-driven inflation risks, central banks in North America are expected to stay on hold while those in Europe and Asia are poised to react if pressures persist, according to Franklin Templeton Fixed Income.