The June 2019 Investment Planning Knowledge Circle will be held on Wednesday, June 26th at 3 pm ET.
Guest speaker Richard Herbert with Franklin Templeton will be presenting, "Current State of Global Fixed Income Markets."
This presentation will address the current state of the global fixed income markets and will also uncover global macro-economic imbalances and opportunities.
Key Topics that will be covered include:
- Pressure for Rising US Rates: Fed’s Assets and Liabilities, Feds Divestment Program, Additional Supply needed to be absorbed by foreign and domestic buyers
- European Vulnerabilities
- Attractive Yields Outside of the G4
Richard Herbert is an institutional portfolio manager responsible for the Templeton Global Macro strategies at Franklin Templeton Investments.
As an integrated member of the investment team, Mr. Herbert represents the Global Macro strategies by communicating the team's investment philosophy, process, positioning and macro outlook to domestic and international clients, as well as to external gatekeepers and decision makers. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Previously, Mr. Herbert was a senior product manager with the Templeton Global Macro Product Management team at Franklin Templeton.
Mr. Herbert joined Franklin Templeton in 2011 and earned a bachelor's degree in business finance, economics and statistics from California Polytechnic State University. He is also a Chartered Financial Analyst (CFA) charterholder.