Franklin Templeton CEO on Rate Hikes, Private Credit

The video discusses the expected 25 basis point rate hike and its implications for the banking system, highlighting the stress caused by rapid rate increases. It explores the retrenchment in lending, the role of private credit, and the expansion of private markets. The dynamics of secondary markets and their opportunities are examined, along with the impact of fixed income returns on market allocations. Finally, it addresses global economic concerns, including US-China relations and the ongoing Russia-Ukraine conflict, and their effects on investment strategies.

What impact have interest rates had on the appetite for private equity?

How has the allocation of portfolios changed in response to market conditions?

What are the risks associated with private markets according to the discussion?

What are the concerns clients have regarding the economic environment?