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Brazil likely to witness sharp foreign asset sell-off until 2022 elections - Franklin Templeton and Sycamore Capital

RIO DE JANEIRO, BRAZIL - The approach of a two-way scenario for the Brazilian elections with a dispute focused on two candidates - current and former presidents Jair Bolsonaro and Luiz Inácio Lula da Silva (PT) - should prompt a sharp asset sell-off by foreign investors until the 2022 elections. The statement came from Kim Catechis, head of emerging markets at Franklin Templeton who on Tuesday took part in a live broadcast hosted by Ohmresearch alongside Jean Van de Walle, chief investment off...
Kim Catechis Jair Bolsonaro Franklin Templeton Jean Van De Walle Sycamore Capital New York

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Franklin Templeton chooses investment strategist for new institute

Franklin Templeton chooses investment strategist for new institute Kim Catechis Kim Catechis will join Franklin Templetons newly launched investment institute as investment strategist, a spokeswoman confirmed. The position is new and effective April 1. The institute is the $1.5 trillion firms forum for investment insights and their application to strategies. Based in Edinburgh and reporting to Stephen Dover, chief market strategist and head of the institute, Mr. Catechis will provide insights...
Kim Catechis Stephen Dover Alastair Reynolds Martin Currie Franklin Templeton Franklin Templeton Investment Institute

Technology Remains A Key Geopolitical Battleground

Technology Remains A Key Geopolitical Battleground Martin Currie sees disruption in semiconductors, robotics and telemedicine Kim Catechis, Head of Investment Strategy at Martin Currie, the active equity specialist with USD13.8bn in assets under management, says the next decade will likely see increasing efforts to disassociate the two largest economies in the world. He notes: “Technology is central to this struggle. China’s response will be to accelerate its efforts to cut its dependence o...
United States United Kingdom Republic Of Czech Republic South Korea Kim Catechis

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