Michael Hasenstab, Portfolio Manager of Franklin Templeton, has some latest update on Global Fixed Income.
The Benefits of Bonds
On the challenging terrains such as today’s market, bond funds can help smooth your ride. In addition to providing regular income, fixed income investments play a key role in helping to reduce the impact of stock market volatility on an overall portfolio.
As illustrated below, a portfolio that includes both stocks and bonds may be better equipped to weather a market downturn and, thus, may experience steadier returns relative to a portfolio with 100% stocks1.
Franklin Templeton is a pioneer in fixed income investing. Michael manages the flagship Templeton Global Bond Fund and Global Total Return Fund. He covers the following topics in his presentation:
- Major Themes for 2010
- Growth Divergence of Global Economies
- Interest Rate Strategy
- Bubble in Sovereign Bonds Sector?
- Opportunities in Asia
- Opportunities in Central Eastern Europe
- Credit Strategy
I think some of his perspectives are quite useful. You can check his video presentation at
http://www.franklintempleton.com.sg/sinsite/PromoNews/Fixed_Income_Splash.jsp



