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Investment opportunities in the COVID recovery

Francyne Mu

For better or worse, 2020 has been an unforgettable year in global equity markets, which has forced both fund managers and advisers to look at new ways of doing things.

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In this episode of the IFA Show, host Sarah Kendell is joined by Francyne Mu, portfolio manager and research analyst from Franklin Templeton's global equity team, to discuss the key investment themes that will play out in the global economy as the COVID crisis continues to evolve.

Francyne also dives into what advisers should look for when selecting or re-evaluating their clients' global equity allocations, and how clients that are typically overweight in Australian shares can benefit from a global growth strategy.

 

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