Kemen points to supportive
global macro conditions and attractive valuations, coupled with inflows.
Not exact matches
Our Multi-Asset Solutions CIO Ed Perks, Head of Equities Stephen Dover and Templeton
Global Macro CIO Michael Hasenstab recently recorded a podcast discussing the changing fiscal and monetary policy
conditions in the year ahead.
How»
Conditions» can Improve: Changing the Focus from
Macro to Micro While markets seem focused on macroeconomics, I continue to believe that the key to improving
global economic growth is microeconomic reform.
Global macro managers still rely on economic and political events to generate the
conditions that present attractive trades across the capital markets — equities, fixed income, currencies, and commodities — but in today's world, the strategies we use to spot attractive investment opportunities have become more systematic.
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.
In the coming decades we will most likely be facing deteriorating
global macro economic
conditions, increasing climate - change induced weather disruptions (floods and droughts), and more volatility in agricultural commodity prices and the price of energy used to produce and transport those commodities.
Monitored
global economic
conditions to formulate a coherent
macro outlook in order to identify current investment