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Tuesday, September 17, 2024

Speak Your E book: Investing for Earnings

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Right now’s Speak Your E book is delivered to you by Franklin Templeton:

We had Josh Greco, Senior VP and Senior Institutional Portfolio Supervisor for Franklin Earnings Buyers to debate Franklin Templeton’s Earnings Focus ETF.

On at this time’s present, we focus on:

  • The yield setting previous to 2022
  • How asset allocation works inside a multi-asset portfolio
  • How the yield curve and inflation have an effect on earnings producing portfolios
  • Concentrating on the correct inventory to bond combine, and using period
  • Benchmarking multi-asset funds
  • How sticky money on the sideline is, and what that would imply for asset flows shifting ahead
  • How convertible bonds work
  • Understanding risk-adjusted yield
  • How advisors are utilizing this product

Charts: 

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