29 JUNE 2026
Macro Moments Weekly: The Great Scramble for Capital
Start your week with insight on global market news and perspective on what’s ahead.
Monthly publication offering insights on global asset allocation and capital market views.
Macro moments weekly – insight on global market news
Franklin Templeton’s global reach and incredible breadth of capability give Michael instant access to some of the best thinkers around to help you anticipate opportunities in today’s dynamic investment landscape.
Explore the macro, the markets and the managers – designed to give you clarity, context and actionable insight.
Articles by Michael Browne, Senior Investment Strategist
Macro moments monthly podcasts
Episode 1: Emerging Markets in Focus: Geopolitics, AI Growth & Investment Opportunities
For the debut of Macro Moments monthly 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 Strategist EMEA. Adding further depth to the conversation is regular contributor Mohieddine (Dino) Kronfol, CIO of Global Sukuk and MENA Fixed Income.
The panel provides an in-depth analysis of the changing emerging markets environment, exploring how geopolitical conflicts and energy-related risks impact global trade, commodities, investor sentiment, and overall market stability.
MACRO MOMENTS MONTHLY WEBINAR
Mid-year temperature check and portfolio clinic featuring Stuart Kirk
Half the year is gone and to some it feels like half a lifetime. After a bruising and unpredictable six months, it’s natural that investors are asking: what's changed, what hasn't and what’s next?
Latest webinar
Emerging markets are back in focus, but the outlook is becoming more complex. In our latest Macro moments, Michael Browne, global investment strategist at the Franklin Templeton Institute, hosts a discussion on the forces shaping emerging markets today and how to treat asset allocation.
Additional insights, webinars & market outlooks
Public markets outlook 2026
Michael and his guests provide the macro context, asset allocation ideas to help navigate the markets and portfolio insights from the managers on the ground.
From emerging markets to UK small caps and gilts - get ready for actionable insights, candid conversations, and a truly international outlook. Watch the whole episode or take your pick from the extracts below.
Private markets outlook 2026
In our fast-paced, private markets 2026 outlook episode of ‘Macro moments’, Michael Browne brings together Franklin Templeton’s private markets experts to examine what’s next in 2026 and beyond. He connects three perspectives – the macro, the markets, and the managers.
He’ll provide the macro context ahead of some portfolio construction idea to help navigate today’s markets. Then he’ll speak to the managers – what’s shaping portfolios across private equity secondaries (Lexington Partners), real estate (Clarion Partners), European private credit (Apera Asset Management) and US private credit (Benefit Street Partners).
2026 OUTLOOK EDITION
The macro, the markets and the managers episodes
Franklin Templeton Institute global investment strategist, Michael Browne, peers into the 2026 investment landscape for public and private markets.
