How are fundamentals? Ed Perks, our CIO of Multi Asset Solutions, describes the backdrop for the US remaining relatively strong.
A mid a renewed US-China trade spat and additional tariff tensions between the United States and Mexico, investor concerns about a possible recession have heightened, according to Ed Perks, executive vice president and chief investment officer, Franklin Templeton Multi-Asset Solutions. He discusses how markets are reacting to the possibility of a US recession and explains why he favours a defensive stance for the multi-asset space during this period.
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