Allocation views

Franklin Templeton
By May 21, 2020 14:19

Allocation views

Hold the course

As the world adjusts to life with the specter of COVID-19, it is increasingly clear that much has changed. We have become used to social distancing and unimaginably weak economic data. However, although we have become familiar with these new features of our lives, we hope that they will not be with us for too long! One thing has not changed, and perhaps it is a fundamental feature of financial markets: government bond investors typically see the glass as half empty, whereas equity markets are the more optimistic half of this comparison. Part of the conundrum relates to investment horizon. Stockholders typically buy into optimism, with the promise of longer-term growth or the realization of underappreciated value. Meanwhile, bond investors worry about not making it quite that far, and are more concerned about whether they will be paid their next coupon

Franklin Templeton
By May 21, 2020 14:19

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