Stephen Dover, Head of the Franklin Templeton Investment Institute, recently sat down with colleagues Scott Glasser, Chief Investment Officer of ClearBridge Investments, and Mark Lindbloom, Portfolio Manager for Western Asset, to discuss recent US market volatility.
Sir John Templeton famously said that “this time is different” are the four most dangerous words for investors.
Mark Lindbloom of Western Asset dives into the rise we have seen in inflation, whether it’s expected to be a persistent challenge or short lived, as well as why our environment is increasing the importance of risk mitigation and active management in fixed income.