Allocation Views: US equities, bonds and the AI trade
Why stay overweight US equities when interest rates could still rise? And are higher bond yields finally creating opportunities for investors?
Michael Browne and Oliver Wallin unpack Franklin Templeton’s latest asset allocation views, including the case for US equities, growing opportunities in government bonds and how the AI investment trade is broadening beyond the biggest technology companies.
They also discuss emerging markets, the outlook for UK bonds, Australia’s deteriorating investment picture and the biggest risks to current portfolio positioning.
The skinny
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