Reported 8 months ago
Franklin Securities Advisory's third-quarter investment outlook recommends investors to increase risk awareness moderately amidst global stock market reaching new highs. They advise against overly conservative operations to avoid missing out on long-term bullish trends. The 'WIN Strategy' suggested emphasizes waiting for rate cuts by the Fed, focusing on US balanced funds and selected fixed-income compound funds as core holdings. They also suggest optimism towards innovation in technology and biotech sectors, as well as new momentum themes like Indian and Japanese stock funds. Franklin Securities Advisory sees AI driving global climate change, infrastructure, and utility stocks, recommending opportunities despite second-quarter rebounds. They highlight potential market volatility closer to the US election and view fluctuations as entry points, noting average 24% annual gains post corrections. Fund managers anticipate increased AI application in various sectors, leading to growth investment opportunities. For bonds, preference leans towards medium-term bonds considering US economic resilience and high debt issuance. With investment-grade bond spreads at long-term lows, they advise against broad bond index investing during uncertain economic times and recommend expert bond selection.
Source: YAHOO