Beyond Bulls & Bears

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy
Perspectives

Quick Thoughts: Commodities, Wages and Supply Chains—How Geopolitics Are Reshaping the Global Economy

The war in Ukraine is shifting the conversation on what a post-COVID-19 world will look like. Franklin Templeton Investment Solutions Head of Research Gene Podkaminer, Brandywine Global’s Director of Global Macro Research Francis Scotland, and Templeton Global Macro’s Chief Investment Officer Dr. Michael Hasenstab join Head of Franklin Templeton Investment Institute Stephen Dover for a discussion on the current investment landscape.

Ukraine-Russia Tensions Signify a Multi-Polar World
Emerging Markets

Ukraine-Russia Tensions Signify a Multi-Polar World

Ukraine-Russia tensions are making headlines—here’s a quick take from Brandywine Global’s Francis Scotland on how he views the situation from an investment-management lens.

PODCAST: Mounting Variables Globally
Fixed Income

PODCAST: Mounting Variables Globally

Templeton Global Macro CIO Michael Hasenstab and Director of Global Macro Research for Brandywine Global, Francis Scotland, speak with our Stephen Dover about the direction of China, variables that could determine whether labor and inflation concerns will last more long term, what may be driving energy prices up, beyond just supply and demand, and views on the US dollar vs other currencies around the world.