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.
Global Macro Editions
China’s century? The economic giant’s next act
Emerging markets come of age
An Update on our ESG Scores
2019 Global Macro Outlook
Environmental, Social and Governance Factors in Global Macro Investing
The Fed’s Long Unwinding Road
Inflation: Dead, or Just Forgotten?
Emerging Markets: Mapping the Opportunities
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.