Beyond Bulls & Bears

Beyond the Headlines: Finding Opportunities in Today’s Markets
Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead. Here, we share video and written excerpts from the roundtable.

Hasenstab: US Election Rhetoric vs. Realities
Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

Snapshot View: Fed Remains on Hold
Emerging Markets

Snapshot View: Fed Remains on Hold

The US Federal Reserve (Fed) decided not to raise interest rates at its September policy meeting, even though some market observers would argue ...

Politics, Policies and Market Resiliency
Multi-Asset

Politics, Policies and Market Resiliency

This year has been one full of uncertainty and surprises on many fronts. While the United States has been embroiled in pre-presidential election ...

Emerging Markets: Mapping the Opportunities
Emerging Markets

Emerging Markets: Mapping the Opportunities

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team provides an in-depth evaluation of emerging markets that reminds ...

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 ...

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 ...

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 ...