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Macro moments

Franklin Templeton Institute 1 Episodes Oct 5, 2026

Every month, global investment strategist Michael Browne sits down with investment specialists from across Franklin Templeton to make sense of the macro stories moving markets. From emerging markets and central banks to geopolitics, AI and global growth, 'Macro moments' blends expert debate, market insight and real-world investment perspectives to help investors navigate an increasingly complex world. Clear, timely and globally informed — designed for investors who want to look beyond the headlines.

Episodes

Allocation Views Extra: The US Small-Cap Debate Oct 5, 2026 00:15:28 Are US small-cap stocks being underestimated?In this special edition of Macro moments, Michael Browne is joined by Francis Gannon, Co-Chief Investment Officer of Royce Investment Partners, to debate the outlook for US small caps.They explore whether higher interest rates really spell trouble for smaller companies, why earnings and valuations could matter more than rate moves, and whether improving

The trillion-dollar AI question – can the boom keep paying off? Oct 1, 2026 00:57:16 Artificial intelligence is driving one of the biggest investment cycles in decades. But with spending on AI infrastructure approaching extraordinary levels, can the returns keep pace?Michael Browne, Global Investment Strategist, is joined by Matt Moberg of Franklin Equity Group and Andy O’Brien of Putnam to examine the economics behind the AI boom. They explore the race to build data centres and c

Allocation Views: Bubbles, Bifurcation, and the Case for Staying Invested Sep 23, 2026 00:19:33 In this episode of Allocation Views, Michael Browne from the Franklin Templeton Institute quizzes Oliver Wallin from the Franklin Templeton Investment Solutions team about their latest asset allocation changes in an environment of sticky inflation, geopolitical uncertainty, rising interest rates and growing concerns around AI concentration. The conversation explores whether the current AI investme

Allocation Views: US equities, bonds and the AI trade Aug 28, 2026 00:22:15 Why stay overweight US equities when interest rates could still rise? And are higher bond yields finally creating opportunities for investors?Michael Browne and Oliver Wallin unpack Franklin Templeton’s latest asset allocation views, including the case for US equities, growing opportunities in government bonds and how the AI investment trade is broadening beyond the biggest technology companies.Th

Burnham, bonds and Britain's fiscal test: what the new government means for UK markets Jul 21, 2026 00:21:17 Andy Burnham is the UK's new Prime Minister. What does that mean for markets and investment?The UK has entered a new political era, but the questions facing investors remain the same. Can the new government deliver stronger growth while maintaining fiscal discipline? Will policy shift in a way that changes the outlook for inflation, interest rates and UK assets?In this special episode of Macro Mom

BONUS Q&A: Stuart Kirk debates pensions, US inflation and active vs passive investing Jul 14, 2026 00:17:19 In this bonus episode of Macro moments, recorded straight after the main conversation, Stuart Kirk, author of the Financial Times' Skin in the Game column, Michael Browne (Franklin Templeton Institute) and Oliver Wallin (Franklin Templeton Investment Solutions) tackle the remaining investor questions. They explore whether a £1 million pension is enough for retirement, why investors may not need to

Will Stuart Kirk reach £1m? AI, market bubbles and portfolio positioning Jul 13, 2026 00:59:46 In this episode of Macro moments, Oliver Wallin, Solutions Portfolio Manager at Franklin Templeton, applies an institutional portfolio construction framework to the personal pension portfolio of Stuart Kirk; author of the Financial Times’ Skin in the Game column. Using the same analytical lens employed for institutional portfolios, the discussion evaluates asset allocation, regional exposures, por

Emerging Markets in a World on Edge: The Risks VS Rewards in a Turbulent Global Economy Jun 1, 2026 00:48:17 Emerging Markets in Focus: Geopolitics, AI Growth & Investment OpportunitiesFor the debut of Macro Moments monthly webinar series, Global Investment Strategist Michael Browne hosts a discussion with a distinguished panel from Franklin Templeton. He is joined by Oliver Wallin, Solutions Portfolio Manager; Elias Elias, CFA, Client Portfolio Manager; and Marcus Weyerer, CFA, Senior ETF Investment

Macro moments

Episodes

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