Michael Hasenstab, Ph.D., Author at Beyond Bulls and Bears

Beyond Bulls & Bears

Chief Investment Officer,
Templeton Global Macro

Posts by Michael Hasenstab, Ph.D.:

Paradigm Shifts Impacting the Investment Landscape: China, Inflation and Monetary Policy, September 13, 2021 in Fixed Income&Perspectives
Asia at the Forefront: The World’s Uneven Emergence from COVID-19, March 11, 2021 in Emerging Markets&Fixed Income&Perspectives
ESG Will Define the Post-COVID Era, December 23, 2020 in Fixed Income&Perspectives
US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View, November 11, 2020 in Emerging Markets&Fixed Income&Perspectives
PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis, April 29, 2020 in Fixed Income&Perspectives
Monitoring China’s Outbreak, and Other Potential Market Shocks, January 25, 2020 in Emerging Markets&Fixed Income&Perspectives
Templeton Global Macro: An Update on our ESG Scores, October 23, 2019 in Emerging Markets&Fixed Income
The Four Pillars to Face a World of Uncertainty, October 17, 2019 in Fixed Income&Perspectives
Are Investors Today Too Complacent?, June 28, 2019 in Fixed Income&Perspectives
The Real Risk in Today’s Global Markets, February 8, 2019 in Fixed Income&Perspectives
A Global Macro Perspective: Populism, Trade and Emerging-Market Volatility, October 23, 2018 in Fixed Income&Perspectives
Hasenstab: Focus on Fundamentals in US, Emerging Markets, October 12, 2018 in Fixed Income&Perspectives
Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy, April 12, 2022 Multi-Asset & Perspectives
Quick Thoughts: Staying Ahead of Environmental, Social and Governance (ESG) Risks and Opportunities, March 14, 2022 Perspectives
Quick Thoughts: What Russia’s Power Play in Ukraine Means for Investors, March 3, 2022 Perspectives
PODCAST: Mounting Variables Globally, November 4, 2021 Fixed Income & Perspectives
Considering Broad Investment Implications of US/Iranian Tensions, January 7, 2020 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
PODCAST: Market Resilience: Strength in Numbers, March 25, 2019 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Distortion, Divergence and Diversification: 2019 Global Investment Outlook, December 7, 2018 Alternatives & Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Global Investment Outlook: How Much Further Can Global Growth Fly?, September 17, 2018 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
The Year Ahead: Will the US and Global Expansion Continue in 2018?, January 9, 2018 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Time to Reset Expectations?, September 13, 2017 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Uncharted Terrain: Today’s Global Market Drivers, June 15, 2017 Emerging Markets & Equity & Fixed Income & Multi-Asset & Perspectives
Global Economic Perspective: February, February 17, 2015 Fixed Income

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