Forstrong Macro Update with Franklin Templeton
Global Thinking
English - June 19, 2020 03:37 - 31 minutes - 36.1 MBInvesting Business Education etfs factors gtaa global institutional pension undercurrents activemanagement advisors assetallocation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Next Episode: Forstrong Global Thinking
Rob Duncan sits down with Michael Greenberg, Vice President & Portfolio Manager for Franklin Templeton Multi-Asset Solutions. Over the course of 30 minutes they discuss their portfolio positioning throughout the pandemic, the shape of the recovery and whether investor FOMO has dislocated markets from reality. While market challenges remain, Michael highlights opportunities within global credit, European equities and how investors are eagerly awaiting a dip.