Franklin Templeton Investment Solutions examines whether equity market concentration is a signal to reduce portfolio risk and if it makes sense to rotate within equities.
Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amidst a rising interest rate environment and deceleration in growth. With this changing backdrop, Franklin Templeton Investment Solutions’ Ed Perks shares his latest outlook and the investment opportunities he sees across asset classes.
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