2020 Capital Market Expectations: Continued support for asset returns 2

Franklin Templeton
By January 13, 2020 17:37

2020 Capital Market Expectations: Continued support for asset returns 2

We believe global stocks have greater performance potential than global bonds, supported by continued global growth. Within both bonds and equities, we continue to forecast stronger return potential for emerging markets, over a seven-year investment horizon. With short-term interest rates and government bond term-premia remaining below historical averages, we see a lower performance potential from government bonds.

Our strongest convictions:

  • Moderate inflation and fiscal stimulus help sustain global growth
  • Global equities outperform global bonds
  • Emerging markets outperform developed markets
Franklin Templeton
By January 13, 2020 17:37

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