Michael Hasenstab, Ph.D.

Emerging Markets: Mapping the Opportunities

By Michael Hasenstab, Ph.D.
Executive Vice President, Portfolio Manager, Chief Investment Officer,
Templeton Global Macro

Current market pricing seems to reflect the notion all emerging markets are equally vulnerable to market headwinds, such as commodity price declines.

Templeton Global Macro sees past the pessimistic headlines and makes a compelling case that finding attractive emerging markets opportunities lies in distinguishing the more resilient countries from the rest.

FULL VERSION

Templeton Global Macro, led by Dr. Michael Hasenstab, delivers in-depth analysis on emerging markets.

What is Mexico doing right? Dr. Michael Hasenstab highlights the factors behind Mexico’s strong economy.

Dr. Michael Hasenstab breaks down the five factors comprising the “Local Markets Resilience Index”—a proprietary scoring system which helps to identify true underlying risks relative to the opportunities.

Emerging markets have come a long way since the 1990’s—when shocks could potentially trigger a systemic crisis. Dr. Michael Hasenstab discusses what’s different now.

Are there bright spots to shine on Brazil? Dr. Michael Hasenstab offers his views on Brazil’s potential amidst crisis headlines.

Dr. Michael Hasenstab discusses how lessons learned from the Asian Financial Crisis helped lay a path for future prosperity.

Dr. Michael Hasenstab provides updates on key global themes—from US growth prospects, a soft landing in China, volatility in Europe and Japan’s QE program.

Michael Hasenstab, Ph.D., is executive vice president and chief investment officer for Templeton Global Macro, which conducts in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Dr. Hasenstab is a portfolio manager for a number of funds, including Templeton Global Bond Fund and Templeton Global Total Return Fund.
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