Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.
Funds that want to take the total portfolio approach first need to get the total portfolio view. To do that they not only need data – and lots of it – but a rock-solid understanding of exactly how they’re going to use it.
Midyear Outlook: Income arrives in many shapes and sizes
Income arrives in many shapes and sizes
The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain-particularly with regard to inflation, interest rates and the possibility of recession.
Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the second half of the year, our investment management teams across Franklin Templeton and specialist investment managers, gathered to discuss where income-seeking investors may find opportunities.”
