Franklin Templeton CEO Johnson on Active Versus Passive Management

The video discusses the importance of active management in volatile markets, comparing it with passive strategies. It highlights the role of equity and fixed income perspectives, the significance of biotech and fundamental analysis, and the impact of COVID-19 on investment strategies. The discussion also covers the balance between human judgment and technology in investment decisions and predicts future trends in active and passive management, emphasizing the importance of ESG considerations.

Discuss the importance of fundamental analysis in active management as highlighted in the text.

What role does ESG play in the context of active management according to the discussion?