The 4 R’s Shaping Market Dynamics: Risk, Rates, Recession and Regulation 2023 | Franklin Templeton | 28 June 2023 | Virtual

The recent market environment has been forged by the dichotomy between cautious optimism and flat-out angst Investors are hopeful the U.S. Federal Reserve will engineer a soft landing, while economic data suggest inflation has peaked and corporate earnings have been stronger than expected. However, rate uncertainty, regional bank turmoil, geopolitical risk and cracks emerging in pockets of the economy, including real estate, have investors bracing for what might be the most telegraphed recession in history. Although these macro forces can blur investment decisions, there are always attractive opportunities across asset classes that can be found for investors willing to look beneath the surface and reassess their risk exposure. In some instances, the investment opportunities at play may represent the best since the global financial crisis of 2008. We invite you to listen to leaders and its specialist investment managers as they explore the risks and opportunities available at the mid-year mark.

2023 Speakers

Rich Byrne
President, Benefit Sreet Partners

Sonal Desai
Portfolio Manager, Chief Investment Officer, Franklin Templeton Fixed Income

Paul Mielxzarski
Head of Global Macro Strategy, Brandywine Global Investment Management

Katie Klingensmith
Senior Vice President & Investment Specialist, Brandywine Global Investment Management