No smooth path? Our Allocation Views focus on the macroeconomic backdrop and whether bonds should play a larger role considering the risks in recovery.
Click here to read the article on the Franklin Templeton’s website
In this issue, we focus on notable steps toward fiscal cooperation in Europe that were prompted by the current COVID-induced recession. We review the reasons that progress is being made now, the potential risks to the recovery and the view that policymakers believe “there is no alternative.”
Read the complete whitepaper now at the link below
