Friday, September 20, 2024
HomeWealth ManagementSpeak Your E-book: Investing for Revenue

Speak Your E-book: Investing for Revenue

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In the present day’s Speak Your E-book is dropped at you by Franklin Templeton:

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

On at this time’s present, we talk about:

  • 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 revenue producing portfolios
  • Focusing 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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