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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.
Video
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).
