Reported 8 months ago
Franklin Templeton's investment team emphasizes the importance of 'active stock selection' amidst frequent record highs in US stocks, with many quality companies currently undervalued due to short-term factors masking their long-term growth potential. While economic strength and moderate inflation favor stock and bond market performance, Franklin recommends 'active selection' and 'dynamic balanced allocation' strategies to navigate the challenges of high stock valuation and narrow bond spreads. By adopting a dynamic asset allocation approach, Franklin aims for a balanced stock layout, pursuit of bond market returns with quality, and competitive and consistent yield opportunities.
Source: YAHOO