Global Macro Shifts

WHAT IS GLOBAL MACRO SHIFTS

Global Macro Shifts is a research-based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Macro.



LATEST EDITION

Environmental, Social and Governance Factors in Global Macro Investing

Environmental, social and governance (ESG) factors are being recognized in fixed income investing as value-added indicators of potential economic performance. In this edition of Global Macro Shifts, Templeton Global Macro outlines how it integrates ESG factors into its research process. The team has developed a proprietary ESG scoring system called the Templeton Global Macro ESG Index (TGM-ESGI), to assess current and projected ESG conditions in various countries, and to facilitate macroeconomic country comparisons around the world.

Read More

24/01/2018

Global Macro Shift

The Fed's Long Unwinding Road

02/11/2017

Global Macro Shift

Trade and Taxes in a World with Borders

11/09/2017

Global Macro Shift

Headwinds or Tailwinds?

11/09/2017

Global Macro Shift

Emerging Markets: Mapping the Opportunities

11/09/2017

Global Macro Shift

Inflation: Dead or Just Forgotten?

11/09/2017

Global Macro Shift

China: Searching for a New Equilibrium

11/09/2017

Global Macro Shift

Latin America: The Rise and Fall of Populism

11/09/2017

Global Macro Shift

Japan: The Quest for Growth and Inflation

 

MEET THE TEAM

Global Macro Shifts is a research-based briefing on global economies featuring the analysis and views of Dr. Michael Hasenstab and senior members of Templeton Global Macro. Dr. Hasenstab and his team manage Templeton’s global bond strategies, including unconstrained fixed income, currency and global macro. This economic team, trained in some of the leading universities in the world, integrates global macroeconomic analysis with in-depth country research to help identify long-term imbalances that translate to investment opportunities.

Michael Hasenstab, Ph.D.

Michael Hasenstab, Ph.D.

  • Executive Vice President, Portfolio Manager, Chief Investment Officer
  • Templeton Global Macro
Sonal Desai, Ph.D.

Sonal Desai, Ph.D.

  • Senior Vice President, Portfolio Manager, Director of Research
  • Templeton Global Macro
Hyung C. Shin, Ph.D.

Hyung C. Shin, Ph.D.

  • Vice President, Senior Global Macro & Research Analys
  • Templeton Global Macro
Attila Korpos, Ph.D.

Attila Korpos, Ph.D.

  • Senior Global Macro & Research Analyst
  • Templeton Global Macro
Calvin Ho, Ph.D.

Calvin Ho, Ph.D.

  • Vice President, Senior Global Macro Research Analyst
  • Templeton Global Macro
Diego Valderrama, Ph.D.

Diego Valderrama, Ph.D.

  • Senior Global Macro & Research Analyst
  • Templeton Global Macro
Shlomi Kramer, Ph.D.

Shlomi Kramer, Ph.D.

  • Senior Global Macro & Research Analyst
  • Templeton Global Macro