Templeton Global Macro Insights

Templeton Global Macro is best known for its unconstrained approach to global fixed income investing, looking beyond traditional fixed income benchmarks for the most compelling opportunities. Led by macroeconomic and in-depth country research, the team makes active allocations across yield curve, currencies and credit to diversify and take advantage of different economic cycles around the world. The team’s investment insights come from their rigorous academic analysis and on-the-ground-research. Here, the team shares their views on various global economic topics.

Click here for the team’s current and past ESG Papers.
Click here for the team’s current and past Global Macro Shifts papers.

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11 MAY 2026

Global Macro Insights: April 2026

The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury yie...

7 MAY 2026

Emerging markets: Resilience and divergence in the face of the latest oil shock

Emerging markets have grown more resilient, according to the Templeton Global Macro team, and the Iran-driven oil shock is a fresh test. Impacts will likely diverge between oil importers and exporters...

7 APRIL 2026

An update on our ESG scores: April 2026

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

29 JANUARY 2026

Quarterly Economic Outlook: First quarter 2026

Looking ahead to the first quarter of 2026, Templeton Global Macro CIO Michael Hasenstab believes there are several sources of potential economic policy concern in major economies. Find out more.

27 OCTOBER 2025

Quarterly Economic Outlook: Fourth quarter 2025

The global economy appears to be undergoing a period of “global rewiring” on a number of fronts Read what Templeton Global Macro professionals see ahead in their Quarterly Economic Outlook.

3 OCTOBER 2025

An update on our ESG scores

In their latest publication, Templeton Global Macro highlights recent changes for developed and emerging markets in its ESG Index, including an increasing number of countries with positive momentum.

11 JUNE 2025

Can emerging markets navigate a fragmented world?

In this latest Global Macro Shifts, emerging markets face challenges in a reshuffling of global trade, but many still benefit from years of structural reforms. Templeton Global Macro evaluates the out...

20 NOVEMBER 2024

2025 outlook: The US dollar amid a global easing cycle

What does the global interest-rate cycle mean for the US dollar? Templeton Global Macro shares its 2025 outlook.

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