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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

March 31, 2015

Templeton Emerging Markets Overview – March 2015

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

Mark Mobius: “Moving into the second quarter of 2015, a complex global background appears broadly favorable for emerging market investors.”


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Global Market Viewpoints

April 13, 2015

Philippe Brugere-Trelat: Europe’s Popularity and the Role of Risk

Philippe Brugere-Trelat, EVP, Portfolio Manager, Franklin Mutual Series

Philippe Brugere-Trelat: “Suddenly Europe has become very popular.”


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US Market Perspectives

April 01, 2015

Ed Perks: Equity and Fixed Income Opportunities

Ed Perks, CIO, Director of Portfolio Management, Portfolio Manager, Franklin Equity Group

Ed Perks: “During a period of potentially rising interest rates, we think dividend growth will be an important factor in delivering performance in the utility sector.”


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