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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The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
