The latest Franklin Templeton Institute Global Investment Management Survey sheds light on key projections for the economy, equities, fixed income, and alternative investments. Surprisingly, market experts anticipate the US Federal Reserve will implement four interest rate cuts throughout the year, exceeding both market predictions and the Fed’s own projections.
With a comprehensive overview from 300 senior investment professionals, the survey offers valuable insights into various asset classes, including public and private equity, debt, real estate, digital assets, and more. From expectations of a global recession being averted to slower growth in major regions like Europe and China, the survey paints a detailed picture of the investment landscape for the remainder of the year.
In terms of specific asset classes, equities are expected to remain stagnant, with preference given to value stocks over growth stocks. Fixed income projections highlight potential declines in treasury yields, while alternative investments like real estate and private credit present intriguing opportunities amidst market challenges.
As a significant industry contributor, Franklin Templeton’s newly established Institute aims to provide cutting-edge research and knowledge sharing to enhance market understanding. With a robust global presence and extensive assets under management, the firm continues to be a prominent player in the investment management arena.
