SHOCKS TO MACROECONOMIC FACTORS

At Franklin Templeton, we believe that exploring the proverbial “what if” as it relates to client portfolios is an objective worth pursuing. We seek to challenge commonly held views by providing a differentiated perspective and approach to asset allocation.

Our Approach

Our investment specialists frequently speak with CIOs and key decision-makers about “what if…” asset allocation decisions. Experience has taught us that the most beneficial discussions come from exploring the implications of what might happen―not guessing the future―and being prepared for those risks. These conversations with investors inside and outside the walls of Franklin Templeton help spark our thinking.

Insights

White Papers

Preparing a Multi-Asset Class Portfolio for Shocks to Economic Growth

An exploration of the impact of shocks to growth as part of the asset allocation decision, the part of the investment process that has the greatest impact on both risk and long-run performance. Published in The Journal of Portfolio Management in December 2018.

Real Interest Rate Shocks and Portfolio Strategy

Shocks to interest rates are important to analyze because they change asset and liability values in somewhat predictable ways. In other words, portfolios can be prepared in advance, to absorb those shocks.

Protecting Portfolios Against Inflation

While inflation does not seem like a threat to portfolio values at this time, that is when investors should be most vigilant. Beware the ninja.

Contributors

Wylie Tollette, CFA

  • Executive Vice President
  • Head of Client Investment Solutions

Gene Podkaminer, CFA

  • Executive Vice President
  • Head of Multi-Asset Research Strategies

Our investment specialists can help align your portfolio to be more prepared for the shocks that impact you the most. Our analysis combines client objectives with sensitivity to macroeconomic “shocks” and translates them into actionable portfolio adjustments.

Learn more about Franklin Templeton Investment Solutions.

Drew Carrington, CFA, CAIA

  • Head of Institutional Defined
  • Contribution

Our Institutional DC team takes an interactive, consultative approach to helping plan sponsors achieve their optimal plan design and improve outcomes for their participants. Our deep experience has led to a discerning perspective that enables us to stay in front of evolving industry trends.

Learn more about how our team can help you better serve your participants.

We invite you to stay connected as we extend the conversation to include additional macroeconomic shocks. Contact us to talk about these ideas or if you wish to meet with any of our investment experts.


Contact Us