Beyond Bulls & Bears

A Global Macro View of Brexit Implications
Fixed Income

A Global Macro View of Brexit Implications

While the knee-jerk market reactions to the United Kingdom’s decision to leave the European Union (EU) fade, some longer-term ramifications could ...

Global Macro Imbalances and Opportunities
Emerging Markets

Global Macro Imbalances and Opportunities

Being a contrarian-minded investor isn’t easy at times—it’s difficult to stay fixed to one’s long-term convictions when the markets may not be ...

This Is Not 2008
Emerging Markets

This Is Not 2008

Michael Hasenstab, CIO of Templeton Global Macro, says many market watchers are panicking like it’s 2008 again—in the throes of financial crisis. ...

Inflation: Dead, or Just Forgotten?
Fixed Income

Inflation: Dead, or Just Forgotten?

A number of economists and commentators have expressed the belief that the global economy is on the brink of deflation, but Templeton Global Macro ...

Why We’re Not Panicking about China
Fixed Income

Why We’re Not Panicking about China

The first few days of 2016 have seen a return to the type of volatility global markets experienced in the third quarter of 2015, and the root ...

Japan’s Demographic Challenges Dampen Growth
Fixed Income

Japan’s Demographic Challenges Dampen Growth

Demographics have played—and continue to play—a key role in holding back Japan’s growth performance. Japan’s population keeps aging at a rapid pace.

Japan: The Quest for Growth and Inflation
Alternatives

Japan: The Quest for Growth and Inflation

China may have dominated headlines in recent months as the efforts of its financial and political leaders to stem the fear of a slowdown have ...

Hasenstab Sees Once-in-a-Multi-Decade Opportunities
Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

While short-term market gyrations can be painful for investors’ portfolios at times, Michael Hasenstab of Templeton Global Macro is patiently ...

A Macro View of Recent Market Volatility
Emerging Markets

A Macro View of Recent Market Volatility

The global markets have experienced heightened market volatility tied to a number of factors, including concerns about China and expectations for ...

China: Searching for a New Equilibrium
Emerging Markets

China: Searching for a New Equilibrium

Michael Hasenstab, CIO of Templeton Global Macro, recognizes that China’s economy has shifted down a gear, but the slowdown from the 10%+ growth ...

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment
Emerging Markets

Unconstrained Global Investing in an Extraordinary Monetary Policy Environment

Monetary policy divergences have given global investors much to think about—and debate about— this year. Speaking at Franklin Templeton’s 2015 ...

Hasenstab on Global Growth: Headwinds or Tailwinds?
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 ...