The case for systematic investing

Systematic investing is often dismissed as cold, rigid, or purely data-driven. According to Franklin Templeton’s Subash Pillai, the reality is far more dynamic. In this rapid-fire interview, Pillai explains how the team's models are detecting a broadening in earnings revisions beyond the mega caps, why concentration risk remains one of the market’s biggest threats, and why deep value can stay cheap without a catalyst. He also shares where human investors still hold an edge over quant strategies, particularly in identifying emerging themes before they appear in the data. Watch the full interview and read the insights here: https://lnkd.in/gXWpqVAx