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Global Macro Shifts

Commentary

Global Macro Shifts

Dr. Michael Hasenstab
Global Growth: Headwinds or Tailwinds?

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Emerging Markets Outlook

February 28, 2015

Templeton Emerging Markets Overview – February 2015

Mark Mobius, Ph.D., Executive Chairman, Templeton Emerging Markets Group

Mark Mobius: “High economic growth rates remain a key attraction of emerging markets. Even with major economies like Brazil and Russia slowing down, emerging markets’ growth in 2015 is expected to be comfortably in excess of that achieved by developed markets, with China and India potentially driving Asia to particularly strong growth.”


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Global Market Viewpoints

February 20, 2015

Philippe Brugere-Trelat: Global Expectations for 2015

Philippe Brugere-Trelat, Franklin Mutual Global Discovery Fund Portfolio Manager

Philippe discusses his outlook for the global and US economies and comments on region-specific opportunities.


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US Market Perspectives

January 13, 2015

Chris Molumphy: Big Picture Themes in 2015

Chris Molumphy, EVP, CIO, Franklin Templeton Fixed Income Group

Chris Molumphy: The “number one [theme] would be the economic growth and the overall condition of the U.S. economy.”


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