Central banks support a sharp market rebound

Franklin Templeton
Door mei 2, 2019 15:02

Central banks support a sharp market rebound

Perspective from Franklin Templeton Multi-Asset Solutions

In recent Allocation Views publications, we have highlighted concerns about the global economy and uncertainties in financial markets. These themes remain unchanged in our analysis. A return to long-run levels of market volatility since early 2018, rather than the muted levels seen for much of the past 10 years, indicates we have entered a new risk regime.

Generally, a rational desire to expand the “defensible space” within portfolios has seen many investors shift toward highergrade bonds and cash and away from equities. We believed a change of mind-set might be required as markets transition from a momentum-driven to a range-trading environment.

Franklin Templeton
Door mei 2, 2019 15:02

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Asset Allocation Consensus Juli

Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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