Welcome to ‘Macro moments’, an evolving hub from the Franklin Templeton Institute curated by global investment strategist Michael Browne. Here, we will blend expert commentary, timely updates and deep dives to help you make sense of the macro forces shaping markets.
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.
Global Investment Strategist, Franklin Templeton Institute
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.
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
Franklin Templeton Institute global investment strategist, Michael Browne, peers into the 2026 investment landscape for public and private markets.
