Beyond Bulls & Bears

Templeton Global Macro: An Update on our ESG Scores
Fixed Income

Templeton Global Macro: An Update on our ESG Scores

Templeton Global Macro evaluates environmental, social and governance (ESG) factors in its macroeconomic research process and describes the process of codifying the team’s research discussions into quantifiable scores.

Hasenstab: Focus on Fundamentals in US, Emerging Markets
Fixed Income

Hasenstab: Focus on Fundamentals in US, Emerging Markets

“If you have a three-month time horizon, EM investing is very difficult. If you have a couple-year horizon, you can exploit these panic sell-offs that are not fundamental in nature.” - Michael Hasenstab

How the Asian Financial Crisis Reshaped Emerging Markets
Emerging Markets

How the Asian Financial Crisis Reshaped Emerging Markets

Templeton Global Macro CIO Michael Hasenstab looks at how the response of local policymakers in the two decades since the Asian Financial Crisis has impacted emerging markets, and why he believes some of the most unloved local currency markets today represent exciting opportunities.

Emerging Markets: Mapping the Opportunities
Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...