By Sonal Desai, Executive Vice President, Chief Investment Officer, Franklin Templeton Fixed Income; Stephen Dover, CFA, Executive Vice President, Head of Equities; and Edward D. Perks, CFA, Executive Vice President, Chief Investment Officer, Franklin Templeton Multi-Asset Solutions
Equity markets continued to march higher in the first half of 2019, despite trade uncertainties and recessionary fears. An abrupt change to a more dovish stance among central bankers has recently provided fresh tinder to the equity fire. But does a looser policy stance signal there are cracks in the global economy's foundation?
Our senior investment leaders share