Beyond Bulls & Bears

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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 ...

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Emerging Markets

Unleashing Africa’s Potential

Many investors who have never traveled in Africa probably have preconceived ideas about it, perhaps as a land of safaris and political strife, ...

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Emerging Markets

Climbing a Wall of Worry?

Given continued unrest in Ukraine, crippling winter storms and Federal Reserve “tapering” in the United States, and concerns about growth in ...

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Emerging Markets

A Stock-Picker’s Market Emerging in 2014

Selloffs can be sudden and scary, especially when they seem to come from out of the blue. Such has been the case with the bout of volatility in ...

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Emerging Markets

Hasenstab: Fed Tapering Was Inevitable

The US Federal Reserve (Fed) announced its decision to reduce its $85 billion monthly asset purchase program by $10 billion starting in January ...