INFORMAZIONI SU QUESTO EPISODIO
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.
Inglese
Regno Unito
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CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di Macro moments.
ALTRI EPISODI IN QUESTO PODCAST
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 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…
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…
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…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Franklin Templeton Institute, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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