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Evolving Fed expectations and asset-allocation implications
With a soft landing in sight, Head of Global Index Portfolio Management Dina Ting, explains why resilient US economic growth alongside currently low valuations for mid-cap stocks can spur future gains in this underallocated market segment.
With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.
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