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CONTRIBUTORS

Reina Berlien

Senior Vice President, Head of Responsible Investment
Brandywine Global

Bonnie M. Wongtrakool, CFA

Global Head of Sustainable Investments
Western Asset Management

Mary Jane McQuillen

Head of ESG, Portfolio Manager
ClearBridge Investments

Jackie VanderBrug

Head of Sustainability Strategy
Putnam Investments

David Sheasby

Head of Stewardship, Sustainability and Impact
Martin Currie

Preview

A group of experts from across Franklin Templeton gathered recently to share their thoughts on key sustainability trends and regulatory issues at a time of change for US policy.

Key takeaways

  • The implementation of the Inflation Reduction Act (IRA) may change as new political leadership in Washington makes decisions about spending and tax incentives.
  • With electricity demand rising, one of our main concerns from a sustainability perspective is how incredibly energy-intensive it is to provide cooling to AI data centers.
  • Engagement on material sustainability issues remains important, whether managers engage with corporations or governments.

Read the full paper to explore more about current topics for global sustainable investment strategies.

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Franklin Templeton and our specialist investment managers may consider environmental, social and governance (ESG) criteria in the research or investment process; however, ESG considerations may not be a determinative factor in security selection. In addition, the manager may not assess every investment for ESG criteria, and not every ESG factor may be identified or evaluated.

Active management does not ensure gains or protect against market declines.

IMPORTANT LEGAL INFORMATION

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. Performance may also be affected by currency fluctuations. Reduced liquidity may have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy.

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