Franklin Global Targeted Strategies
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
Multi-asset offering investing in ETFs and index funds
Pursuing career in academia
Which products should investors keep an eye out for?
Thawing of geopolitical tensions behind positive outlook
Equities and bonds have moved in lockstep
It is a nightmare writing an investment piece about the UK.
New Value Investment to offer equity and multi asset funds
$17trn of debt is now 'paying' a negative yield
One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.
Reviewing their usefulness at a time of intense volatility
Will report to CIO, multi-asset & macro Peter Fitzgerald
Trade war jitters behind manager's decision
Manager cites liquidity risk for changes
In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.
Investors should not be afraid of taking risks
Targeting intermediary market
Maintaining overweight position to the region
Fund selection in focus
Today's advisers must take account of many more risk factors when analysing suitability such as illiquidity and inflation risk. That requires more transparency around fund process and due diligence
The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.