Bloomberg Talks
Franklin Templeton CEO Jenny Johnson Talks Fed Policy
Mar 28, 2024
Franklin Templeton CEO Jenny Johnson discusses Fed policy with Bloomberg hosts. Topics include active asset management, data-driven rate cut discussions, political influences on financial decisions, shifts towards private investments, AI customization for client portfolios, and partnerships between fund managers for technology advancements.
10:25
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Quick takeaways
- Active asset management is crucial in navigating market challenges.
- Political policies influence investments, shifting focus to private markets.
Deep dives
Shift Towards Active Management and Asset Class Dynamics
Investing strategies are evolving due to changes in monetary policies and market conditions. With a shift towards risk-adjusted asset management, active management becomes crucial in navigating current challenges. The previous decade's momentum markets are giving way to a more complex investment landscape. Factors such as strengthening job markets and consumer spending impact investment decisions, suggesting a future focused on active asset management.
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