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Alternatives in wealth · Video

Higher Interest Rates: New Opportunities in Bonds & Equities? | Allocation Views

It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.

Plays here from the publisher’s YouTube channel. Nothing loads until you press play.16 min
On the publisher’s site

Summary

By the alternatives in wealth desk

A Franklin Templeton video in its Macro Moments: Allocation Views series, in which Michael Browne of the Franklin Templeton Institute and Lisa Wang of Franklin Templeton Investment Solutions discuss the outlook for rates, inflation and global asset allocation. The conversation covers government bond yields in US Treasuries and UK gilts, why the equity-bond relationship is changing for 60/40 portfolios, and where alternatives such as catastrophe bonds, private infrastructure and private credit fit into portfolio construction. It closes with the team's equity views across the US, emerging markets, Japan and the UK, a shift in AI exposure from infrastructure spending toward adoption, and the ri

  1. The team argues inflationary pressures may prove less persistent than markets expect, with implications for central bank policy.
  2. Higher yields are described as creating opportunities in US Treasuries and UK gilts.
  3. The traditional relationship between equities and bonds is changing, which the team says affects portfolio construction.
  4. Catastrophe bonds, private infrastructure and private credit are presented as sources of diversification, and AI opportunities are described as shifting from infrastructure spending toward adoption and productivity gains.

Chapters

From the publisher’s description
TimeChapterLength
Higher Rates and the Global Investment Outlook1 min
Asset Allocation: Equities and Bond Opportunities1 min
Inflation and the Interest-Rate Outlook2 min
US Midterms and Market Implications1 min
US Treasuries and UK Gilts: Finding Value2 min
Portfolio Diversification Beyond the 60/401 min
Catastrophe Bonds as Alternative Investments1 min
Private Markets and Portfolio Construction1 min
Equity Market Outlook: Why We Remain Constructive1 min
AI Investing: From Infrastructure to Adoption2 min
Global Equity Allocation: US, EM and Japan1 min
UK Equities: What Could Improve the Outlook?1 min
Key Investment Risks: Inflation and Central Banks1 min
Positive Real Rates and Economic Growth1 min
Higher Rates and the Future of Portfolio Construction1 min

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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