Welcome to the Franklin Templeton Institute’s ‘Macro moments’

Markets experienced political uncertainty in October, including the US government shutdown, France’s budget impasse and Japan’s change in leadership, even as clarity emerged on some tariff-related questions. The Templeton Global Macro team discusses investment implications and an updated outlook.

Global markets are navigating a complex landscape of economic growth, trade tensions and shifting monetary policies. Franklin Templeton Investment Solutions remain positive and are keeping a close eye on macro and market developments.

ClearBridge Investments: The UK’s strong dividend culture and attractive yields make it a compelling market. By focusing on quality companies with sustainable payouts and appealing valuations, we believe investors can achieve the best of both worlds - consistent income and long-term total return.

Our emerging market portfolio managers provide their market views on China, India, the Middle East and Latin America.

Three things to watch this month from Templeton Global Investments: Trade truce, Korean semiconductor demand and Latin American elections.

ClearBridge Investments believes the probability of a pickup in layoffs tipping the economy into a recession remains low. They remain confident that US economic growth will continue to moderate but stay on a healthy trajectory.