Franklin Templeton – Portfolio Manager Insights – June 15

Silver Linings in a Cloudy Global Outlook

As the US contemplates a tightening of monetary policy in the months ahead, interest rates continue to be cut in other parts of the world – a sign of a global economy on divergent growth paths. In the latest Global Economic Perspectives, the Franklin Templeton Fixed Income Group considers what’s driving the US Fed’s decision on rate normalisation, while the rest of the world’s central banks remain in easing mode.

An Actively Managed Yet Benchmark Aware Approach

John Beck, SVP and Director of Fixed Income at Franklin Templeton, explains how his team’s expertise in exploiting active management in currency, duration and credit enables the team to build positions across global bond markets for the long-term, minimising risk whilst being benchmark aware.

2015 BUDGET….

Bryan Ashenden, BT’s Head of Advice Technical reviews the 2015 Federal Budget.