Ben Russon, co-manager Franklin UK Managers’ Focus FundRecorded: Jan 10 201944 mins
In the coming months, risk premiums are likely to rise, favouring stocks which have already been largely discounted for a worst-possible Brexit outcome. Periods such as this often provide meaningful opportunities, and a prerequisite for taking advantage of them is understanding the boundaries of risk and reward. Please join Ben Russon, co-manager of the Franklin UK Managers’ Focus Fund, who will outline the Franklin UK Equity Team’s outlook for 2019.
Colin Morton, manager, Franklin UK Equity Income FundRecorded: Nov 27 201846 mins
Please join Colin Morton, manager, Franklin UK Equity Income Fund, who will draw on more than 30 years of experience to share with you his solution for providing your clients with a premium yield couple with capital growth. As well as explaining the process behind his time-tested approach to UK equity income investing, Colin will discuss:
•Key themes driving performance
•Recent portfolio changes
•Outlook and positioning
Paul Spencer, Manager, Franklin UK Mid Cap FundRecorded: Jul 18 201826 mins
UK mid-caps are very diverse in their sector and geographic exposure, usually exhibit stronger growth and tend to have a lot less analyst coverage.
Please join Paul Spencer, manager of the Franklin UK Mid Cap Fund, who will share the ideas that underpin his portfolio, including details of recent portfolio changes and the opportunities he’s currently finding within the UK mid-cap market.
Chetan Sehgal, manager, Templeton Global Emerging Markets FundRecorded: May 16 201842 mins
Emerging markets have not only embraced technology, they have become innovators and are at the forefront of the latest technological developments, from mobile banking and shopping to robotics, autonomous vehicles, health care and more.
Chetan Sehgal, manager, Templeton Global Emerging Markets Fund, outlines key propsects, including:
- The impact of the technology revolution in EM
- Investing in EM Large-, Mid- and Small-Caps
- Biggest EM market opportunities
Colin Morton, manager, Franklin UK Rising Dividends FundRecorded: Apr 26 201829 mins
How can you weather valuations, inflation and political turbulence, as headwinds like these often impact UK companies. The solution is to ensure that these issues are considered and deliberately contained.
Please join Colin Morton, manager, Franklin UK Rising Dividends Fund, who will draw on more than 30 year's experience to share with you his solution for providing your clients with a sustainable and growing income stream. As well as explaining the process behind his rather unique approach to UK equity income investing, Colin will also discuss:
- Key themes driving performance
- Recent portfolio changes
- Outlook and positioning
You will leave this webinar understanding Colin Morton's theories & strategies, and be able to give your clients peace of mind.