Ahuja explains his views on negative interest rates, on inflation and hedging out duration risk, and on China as the biggest potential risk to the portfolio this year.
Video Interview: Templeton’s Vivek Ahuja
"We don't believe inflation is dead, it's just forgotten", says Vivek Ahuja, portfolio manager for Franklin Templeton's global macro investment group.
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FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
