OM DENNE EPISODE
Why stay overweight US equities when interest rates could still rise? And are higher bond yields finally creating opportunities for investors?
Michael Browne and Oliver Wallin unpack Franklin Templeton’s latest asset allocation views, including the case for US equities, growing opportunities in government bonds and how the AI investment trade is broadening beyond the biggest technology companies.
They also discuss emerging markets, the outlook for UK bonds, Australia’s deteriorating investment picture and the biggest risks to current portfolio positioning.
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ANDRE EPISODE I DENNE PODCAST
Andy Burnham is the UK's new Prime Minister. What does that mean for markets and investment?
The UK has entered a new political era, but the questions facing investors remain the same. Can the new government deliver stronger growth while maintaining fiscal discipline? Will policy shift in a way tha…
Emerging Markets in Focus: Geopolitics, AI Growth & Investment Opportunities
For the debut of Macro Moments monthly webinar series, Global Investment Strategist Michael Browne hosts a discussion with a distinguished panel from Franklin Templeton. He is joined by Oliver Wallin, Solutions Portfol…
In this episode of Macro moments, Oliver Wallin, Solutions Portfolio Manager at Franklin Templeton, applies an institutional portfolio construction framework to the personal pension portfolio of Stuart Kirk; author of the Financial Times’ Skin in the Game column. Using the same analytical lens empl…
In this bonus episode of Macro moments, recorded straight after the main conversation, Stuart Kirk, author of the Financial Times' Skin in the Game column, Michael Browne (Franklin Templeton Institute) and Oliver Wallin (Franklin Templeton Investment Solutions) tackle the remaining investor questio…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Franklin Templeton Institute, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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