Franklin Templeton's Sonal Desai on Fixed Income
Masters in Business
00:00
Navigating the Fixed Income Landscape
This chapter analyzes the current state of U.S. Treasuries and the broader fixed income market, suggesting a cautious outlook amidst expectations of lower fair value. It addresses the interplay of economic factors such as inflation and geopolitical risks that influence investment strategies. Additionally, the chapter emphasizes the importance of prudent credit risk management and the implications of a shifting dollar status for global investors.
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