On my mind: Embracing tech disruption
Sonal Desai, chief investment officer, Franklin Templeton Fixed Income
Reflections the Franklin Templeton 2019 Global Investor Forum.
Read On my mind: embracing tech disruption global
Sonal Desai, chief investment officer, Franklin Templeton Fixed Income
Reflections the Franklin Templeton 2019 Global Investor Forum.
Read On my mind: embracing tech disruption global
The Florida State Board of Administration has made some strategic moves to take advantage of opportunities in the dislocation, including in private equity, distressed debt and active listed equities.. But CIO, Ash Williams, is concerned about the underlying real economy.
Two ex-central bankers, Randy Kroszner and Lucrezia Reichlin, said that central banks were doing everything they could to ensure markets continue to function. They said inflation was unlikely.
Former Treasury Secretary, Larry Summers, questioned the successful functioning of US democracy and America’s continued ability to “lead the world”.
For some investors, plunging equity valuations in March were an opportunity to ‘get back in’ at reasonable prices. More recently the rapid recovery has been a cause to position conservatively once again.
FIS 2020 will discuss how the unprecedented government stimulus in response to the pandemic could affect investor returns and specific allocations. Areas of concern include a sharp rise in zombie companies kept afloat by government support.
Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like.
This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.
Leave a Comment
You must be logged in to post a comment.
Login