In this issue of Sector Views, Franklin Templeton look closely at the following themes and provide their outlooks for fixed income sectors:
Macroeconomic themes
- US Fed rate cuts to wait a while longer
- Cautious optimism in the euro area
- BoJ—a “watchful” adjustment
Portfolio themes
- Looking for yield in all the right places
- Watch where you step
- Reversion back to normal correlations
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