Home / Deeper Thought / Midyear Outlook: Income arrives in many shapes and sizes

Midyear Outlook: Income arrives in many shapes and sizes

Deeper Thought

Income arrives in many shapes and sizes    

The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession. 

Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the second half of the year, our investment management teams across Franklin Templeton and specialist investment managers, gathered to discuss where income-seeking investors may find opportunities.”

  • Contributor




    Print Article

    Related
    10 reasons investors should take a second look at senior secured loans

    In this paper, Invesco debunks ten of the most common myths surrounding senior secured loans and explains why they think they’re a valuable addition to an investor’s portfolio. 

    Invesco | 13th Jun 2024 | More
    ‘Something new under the sun’: Ruffer releases its 2024 review

    The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour” of forecasting. Also discussed are the technological developments that have shaped markets, and the political-economic ecosystem.

    Henry Maxey | 20th Mar 2024 | More
    Equity market concentration and the value of spreading across styles

    Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations where they are today, that is a concern according to the Orbis team, which says diversification utilizing neglected stocks will be key.

    Rob Perrone, Eric Marais & Shane Woldendorp | 15th Jan 2024 | More
    Popular
  • Popular posts: