Michael Greenberg, Vice-President and Portfolio Manager, at Franklin Templeton Multi-Asset Solutions joins us to talk about his perspective on COVID-19 shocked markets, and his outlook on markets, behavioural finance, rebalancing, and opportunities.
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.