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cover of episode Franklin Templeton President/CEO Jenny Johnson Talks Tariffs

Franklin Templeton President/CEO Jenny Johnson Talks Tariffs

2025/5/6
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我将美国总统的政策描述为一个相互关联的系统，它包括关税、减税和放松管制。总统利用关税来弥补减税政策造成的财政赤字。虽然经济目前依然强劲，但关税的不确定性已经导致企业在资本支出方面犹豫不决。如果这种情况持续下去，可能会引发经济衰退。大多数机构投资者正在采取观望态度，等待局势明朗。我认为负责任地向财富渠道开放私人市场至关重要，这需要教育和合适的投资工具来应对非流动性风险。我们公司拥有多元化的资产管理能力，这使我们能够应对挑战。

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Franklin Templeton President and CEO Jenny Johnson discussed the “interlocking” issues of tariffs, taxes and deregulation, expecting one interest rate cut this year from the Federal Reserve, the “pretty strong” US economy, and the importance of responsibly adding private assets to the firm’s wealth channel. She is joined by Bloomberg's Sonali Basak and Romaine Bostick.

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