
14 DECEMBER 2022
On My Mind: Listen to the man
Financial markets seem to have gone from “don’t fight the Fed” to “don’t believe the Fed,” opines Franklin Templeton Fixed Income CIO Sonal Desai. She offers her thoughts following the US central ban...
Uncover what our investment leaders are watching for in the year ahead.
Over the course of December and January our specialist investment managers will deliver their outlooks for 2023. Please bookmark this page and return periodically as new outlooks will go live over the two months, covering equity, fixed income, alternative investing and asset allocation views.
Three publications anchor this effort:
1. Allocation Views from Franklin Templeton Investment Solutions in December covering asset allocation thinking in 2023.
2. Global Investment Outlook from Franklin Templeton Investment Institute in December highlighting some of the most relevant conversations in equity, fixed income and alternatives for 2023.
3. Macro Perspectives from Franklin Templeton Investment Institute in January comparing the economic views for 2023 on inflation, interest rate and growth across several of our managers.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.
The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. The information provided in this material is not intended as a complete analysis of every material fact regarding any country, region or market. All investments involve risks, including possible loss of principal.
Data from third party sources may have been used in the preparation of this material and Franklin Templeton ("FT") has not independently verified, validated or audited such data. FT accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments opinions and analyses in the material is at the sole discretion of the user.
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