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.
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
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.
Chetan Sehgal, lead manager of the £2.4bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets, talk through key themes, and discuss some of the opportunities the management team have identified.
Chetan Sehgal, Franklin Templeton Emerging Markets Group, on why he believes there is a technology revolution in emerging markets, buying sustainable earnings at a discount to the market and addressing environmental, social and governance (ESG) factors.
Please join Ben Russon, co-manager of the Franklin UK Managers’ Focus Fund, who will outline the Franklin UK Equity Team’s outlook for 2018.
He will also share his views on the stocks and sectors the team are currently focused on as part of his update on how the Franklin UK Managers’ Focus Fund is positioned to take advantage of opportunities the team have identified.
Carlos Hardenberg, lead manager of the £2.4bn Templeton Emerging Markets Investment Trust (TEMIT), will provide an update on emerging markets, talk through key themes, and discuss some of the opportunities the management team have identified.
Michael Hasenstab discusses the potential impact of Fed tightening and balance sheet unwinding, widening rate divergences with the eurozone and Japan, political and structural risks across Europe, and opportunities across emerging markets.
For professional investor use only. Not for distribution to retail investors.