The Post-Pandemic Case for International Markets

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Presented by

Dina Ting & David Mann (Franklin Templeton), Craig Cohen & Paul Macchione (SGX), Philip Lawlor (FTSE Russell)

About this talk

Themes: - 2021 global investment outlook: Will vaccines be a "shot in the arm" for market rotation? - The case for single-country allocation Overview: Recent positive vaccine news are clearly changing the market narrative and posing very big questions facing the 2021 global investment outlook. Will 2021 will see a simultaneous rotation in growth and inflation expectations? Bond yields, curves and financial conditions? The profit and valuation cycle? Factor and sector performance? And for portfolio managers and advisors, where to allocate assets in 2021? Please join market experts from Franklin Templeton, Singapore Exchange (SGX) and FTSE Russell as they discuss: - Global markets in the context of “vaccine optimism”, - how to take advantage of post Covid-19 emerging themes driving single countries, - the FTSE Global RIC Capped Indexes and potential ways for investors to access single-country exposure via ETFs and/or derivatives. *** Please note that this webinar is addressed exclusively to investors in the US and/or jurisdictions where Franklin Tempeleton’s and SGX's products are approved for distribution. ***
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