Beyond Bulls & Bears

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Emerging Markets

Global Economic Perspective: September

Perspective from Franklin Templeton Fixed Income Group® US Federal Reserve Moves Toward Gradual Policy Normalization With the US gross ...

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Emerging Markets

A Macro View of Recent Market Volatility

The global markets have experienced heightened market volatility tied to a number of factors, including concerns about China and expectations for ...

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Emerging Markets

China: Searching for a New Equilibrium

Michael Hasenstab, CIO of Templeton Global Macro, recognizes that China’s economy has shifted down a gear, but the slowdown from the 10%+ growth ...

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Emerging Markets

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment

Monetary policy divergences have given global investors much to think about—and debate about— this year. Speaking at Franklin Templeton’s 2015 ...

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Alternatives

Greece: Stuck in the Middle

Greece seems to be stuck between political forces on the left (the Syriza party) and fiscal forces on the right (debt burdens, European Monetary ...

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Emerging Markets

Global Economic Perspective: April

Perspective from the Franklin Templeton Fixed Income Group® IN THIS ISSUE Federal Reserve Grapples with Mixed US Data Global Economy Facing ...

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Emerging Markets

Hasenstab on Global Growth: Headwinds or Tailwinds?

While some forecasters predict gloomy global growth this year, the contrarian-minded Dr. Michael Hasenstab, chief investment officer, Templeton ...

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Emerging Markets

Hasenstab: The Contrarian Case of Hungary

Hungary is an example of a country with a prognosis a couple years ago that looked poor to many fixed income investors. Michael Hasenstab, chief ...

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Emerging Markets

On-the-Ground Perspective in Thailand

Thailand has been in the throes of political crisis over the past few months, leading to the imposition of martial law in May after months of ...

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Emerging Markets

Taking Emotion Out of Taking Risk

The straight “risk-on/risk-off” play where investors flee assets perceived as risky en masse in times of uncertainty seems to be becoming a bit ...

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Emerging Markets

Hasenstab: Separating the Wheat from the Chaff

Fixed income investors have dealt with a number of headwinds in early 2014, including unrest in Eastern Europe, the prospect of rising interest ...

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Emerging Markets

Hasenstab in Ukraine, on Ukraine

Ukraine is a country both rich with potential and strategically well positioned. While recent events have been very difficult for many, the ...