Beyond Bulls & Bears

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.

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View
Perspectives

US 2020 Election Investment Pulse: Policy and Pandemic Drive Macro View

We’ve seen aggressive government and central bank support to stimulate economies sickened from COVID-19 slowdowns, but will the global economy right itself in 2021? Templeton Global Macro CIO Michael Hasenstab and Francis Scotland, Director of Global Macro Research at Brandywine Global, share their macro outlook for the year ahead. They opine on whether the glass looks half empty or half full as the world eagerly awaits a vaccine and as US policies shift amid a change in administration.