There are 4 item(s) tagged with the keyword "Global Fixed Income".
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The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth. It also de facto abandoned forward guidance. It was a reminder that economic data eventually rule the day, says Franklin Templeton Fixed Income CIO Sonal Desai. She argues this is a welcome but only partial move to a more realistic stance, and discusses why further hawkish surprises likely lie ahead.
Global investors are facing extraordinary economic, political and financial market conditions that risk sending the world into a perilous period. Franklin Templeton’s Michael Hasenstab explains why he sees these conditions as an opportunity.
In the space of just 12 months, markets have switched from expecting interest rate rises to expecting interest rate falls. Broadly speaking, this means 2019 should be a good year for fixed income. But investors are treading a fine line and need to differentiate between fixed income strategies
‘Investors that are not prepared for concurrent price corrections in US Treasuries and other asset classes in 2019 may be exposed to unintended risks.’ Michael Hasenstab, Chief Investment Officer, Templeton Global Macro.
Displaying: 1 - 4 of 4