Allocation Views: Bubbles, Bifurcation, and the Case for Staying Invested
In this episode of Allocation Views, Michael Browne from the Franklin Templeton Institute quizzes Oliver Wallin from the Franklin Templeton Investment Solutions team about their latest asset allocation changes in an environment of sticky inflation, geopolitical uncertainty, rising interest rates and growing concerns around AI concentration. The conversation explores whether the current AI investment boom is approaching bubble territory, and how investors can balance the opportunities created by AI.
The discussion also considers the implications for portfolio construction, including the role…
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