Beyond Bulls & Bears

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: 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 ...

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 ...

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 ...

Hasenstab: The Contrarian Case of Hungary
Emerging Markets

Hasenstab: The Contrarian Case of Hungary

Hungary is an example of a country with a prognosis a couple years ago that looked poor to many fixed income investors. Michael Hasenstab, chief ...

Hasenstab: Separating the Wheat from the Chaff
Emerging Markets

Hasenstab: Separating the Wheat from the Chaff

Fixed income investors have dealt with a number of headwinds in early 2014, including unrest in Eastern Europe, the prospect of rising interest ...

Hasenstab in Ukraine, on Ukraine
Emerging Markets

Hasenstab in Ukraine, on Ukraine

Ukraine is a country both rich with potential and strategically well positioned. While recent events have been very difficult for many, the ...

Hasenstab: Standing One’s Ground
Fixed Income

Hasenstab: Standing One’s Ground

When the masses are against you, it’s hard to stand your ground. Going against the crowd is familiar turf for Michael Hasenstab, who manages ...

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing
Fixed Income

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

In the realm of behavioral finance, there’s a concept called “analysis paralysis” that many investors succumb to. A daily deluge of data (often ...

Hasenstab: Much Ado About Fed Tapering
Fixed Income

Hasenstab: Much Ado About Fed Tapering

In the past few months, the global markets seem to have been fixated on the US Federal Reserve’s words and actions (or lack thereof). Will the Fed ...

Hasenstab: Emerging Out of the Consensus Trade

Hasenstab: Emerging Out of the Consensus Trade