Franklin Templeton: It’s good to have Alternatives

Today's market environment requires a more sophisticated toolbox. 2022 saw both stocks and bonds provide investors with negative returns, interest rates rise, and inflation hit levels not seen in Australia since the 1990s1. Against this backdrop, advisers face the challenge of identifying alternative sources of growth and income to effectively buffer portfolio volatility and hedge the impact of inflation.
At Franklin Templeton, we see alternatives as versatile and valuable tools. With over US$258 billion in AUM2 across real estate, private equity, private credit and more, we have a comprehensive range of alternatives investment capabilities and are working to make them increasingly accessible.

Meet our specialist investment managers focused exclusively on alternative asset classes, strategies and structures.

Product innovation has made these once-elusive investments available to a broader group of investors. However, explaining the role alternative investments play in a portfolio can be challenging. We've developed some educational resources to help you with discussions on alternative investments.

K2 Hedge Fund Strategy Outlook: Second quarter 2023

K2 Advisors believe rapid re-pricings and liquidity dislocations due to market events, like those seen during the banking crisis last quarter, will likely continue.

This email is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via franklintempleton.com.au or by calling 1800 673 776.

Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827).