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 – 3 May 2024
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
