Exclusive: Michael Browne Interview

We recently sat down with Michael Browne of Franklin Templeton to discuss global markets, asset allocation and the question on many investors' minds: is there an AI bubble?
If you are interested in the AI investment story, or are feeling bullish, sceptical or simply uncertain about where it may lead next, this discussion is well worth a listen.
The conversation generated a range of valuable insights, which we've made available in several formats below for you to explore.
Video Snippets

Bite-size clips on various topics:
How Much of US Growth Is Being Driven by AI?
Have US Equity Valuations Become More Reasonable?
Positioning Portfolios in Today's Market
Audio Podcast

Listen to the audio recording on our podcast Spotify channel. (Don't forget to subscribe).