Macro moments – Details, episodes & analysis

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Macro moments

Franklin Templeton Institute

Business

Frequency: 1 episode/17d. Total Eps: 4

Every month, global investment strategist Michael Browne sits down with investment specialists from across Franklin Templeton to make sense of the macro stories moving markets. From emerging markets and central banks to geopolitics, AI and global growth, 'Macro moments' blends expert debate, market insight and real-world investment perspectives to help investors navigate an increasingly complex world. Clear, timely and globally informed — designed for investors who want to look beyond the headlines.

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https://www.franklintempleton.co.uk/
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https://www.linkedin.com/company/franklin-templeton/
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Score global : 38%

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Burnham, bonds and Britain's fiscal test: what the new government means for UK markets

Season 1 · Episode 3

Tuesday, July 21, 2026 • Duration 21:17

Andy Burnham is the UK's new Prime Minister. What does that mean for markets and investment?

The UK has entered a new political era, but the questions facing investors remain the same. Can the new government deliver stronger growth while maintaining fiscal discipline? Will policy shift in a way that changes the outlook for inflation, interest rates and UK assets?

In this special episode of Macro Moments, Michael Browne is joined by David Zahn, Head of European Fixed Income, and Jo Rands, Portfolio Manager, UK Equities, to examine the investment implications of Andy Burnham's premiership.

Together, they explore the government's economic priorities, the future of the UK's fiscal rules, how markets could respond to a more interventionist agenda, and what the new political landscape means for growth, bonds, equities and investors.

Listen to the conversation and discover what Andy Burnham's government could mean for the UK economy—and what investors should be watching next.

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Will Stuart Kirk reach £1m? AI, market bubbles and portfolio positioning

Season 1 · Episode 2

Monday, July 13, 2026 • Duration 59:46

In this episode of Macro moments, Oliver Wallin, Solutions Portfolio Manager at Franklin Templeton, applies an institutional portfolio construction framework to the personal pension portfolio of Stuart Kirk; author of the Financial Times’ Skin in the Game column. Using the same analytical lens employed for institutional portfolios, the discussion evaluates asset allocation, regional exposures, portfolio risks and return assumptions, assessing whether Stuart’s portfolio is on track to reach its £1m target by 2032.

The portfolio review becomes a springboard for a broader debate on the investment landscape in 2026. Hosting the discussion, the Franklin Templeton Institute’s Michael Browne explores whether today’s markets are experiencing another bubble or a genuine structural shift, driven by unprecedented investment in artificial intelligence and digital infrastructure. The conversation examines US exceptionalism, opportunities across Europe, Japan and emerging markets, the role of active positioning and whether investors should be embracing or challenging conventional market narratives.

Topics include:

Applying institutional portfolio analysis to a real-world pension portfolio
Is AI creating a bubble or a productivity revolution?
The investment implication of AI infrastructure spending
US exceptionalism and global market opportunities
Strategic asset allocation and benchmark-relative risk
Active positioning, market timing and portfolio construction
Diversification and unintended portfolio risks
The risks investors should actually be watching

This episode combines real-world portfolio analysis with a wide-ranging discussion on one of the defining investment questions of today: is AI driving a speculative boom, or laying the foundations for the next phase of economic growth?

Emerging Markets in a World on Edge: The Risks VS Rewards in a Turbulent Global Economy

Season 1 · Episode 1

Monday, June 1, 2026 • Duration 48:17

Emerging Markets in Focus: Geopolitics, AI Growth & Investment Opportunities

For the debut of Macro Moments monthly webinar 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.

They also explore:

Reshaping of global supply chains due to geopolitical conflict
Impact of energy disruptions on inflation and emerging markets
AI, semiconductors, and digital infrastructure as growth drivers
Opportunities in Korea, Taiwan, and India
Risks from persistent inflation, fiscal imbalances, and currency volatility
Monetary policy's influence on capital flows and investor behavior
Importance of active management and selective sector exposure

In summary, this episode expresses an outlook of cautious optimism, highlighting the semiconductor sector as a primary avenue for investment. The group stresses that navigating modern market complexities requires a steadfast commitment to thorough risk evaluation and strategic diversification.

Come along to examine the intersection of technology and global politics, discovering how they are reshaping emerging markets and identifying the most promising future prospects.

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Macro moments – Details, episodes & analysis

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Macro moments – Details, episodes & analysis

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