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Uncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down Risk

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Manage episode 325407912 series 1809257
Content provided by Talking Markets w. Franklin Templeton and Franklin Templeton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Talking Markets w. Franklin Templeton and Franklin Templeton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities.

Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Francis Scotland, Director of Global Macro Research for Brandywine Global, and Michael Hasenstab, Chief Investment officer of Templeton Global Macro.

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132 episodes

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Manage episode 325407912 series 1809257
Content provided by Talking Markets w. Franklin Templeton and Franklin Templeton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Talking Markets w. Franklin Templeton and Franklin Templeton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities.

Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Francis Scotland, Director of Global Macro Research for Brandywine Global, and Michael Hasenstab, Chief Investment officer of Templeton Global Macro.

  continue reading

132 episodes

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